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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Live Disclosures

Portfolio disclosures for 2026 Q3 are currently underway and will close on November 16th. As of this moment, 2,069 funds (~23%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
UPWML
1976
UMB Private Wealth Management, LLC
Missouri
$103M – – 1.91% – 1,409 – 0
Strategic Financial Group
1977
Strategic Financial Group
Michigan
$103M -$1.12M -1% 2.08% – 20 5% 0.5
Willow Creek Capital Management
1978
Willow Creek Capital Management
Montana
$103M -$233K -0.2% 0.55% – 101 1.98% 0.2
Parrish Capital
1979
Parrish Capital
Georgia
$103M -$1.09M -1% 2.12% – 88 5.68% 0.7
PBK
1980
Peoples Bank (Kansas)
Kansas
$103M -$339K -0.3% 3.28% 74.5% 101 6.93% 2.6
Schuylkill Financial
1981
Schuylkill Financial
Pennsylvania
$102M -$6.23M -6% 2.19% – 72 16.67% 0.2
IWMO
1982
Integrated Wealth Management (Ohio)
Ohio
$102M +$6.9M +7% 1.93% – 104 17.31% 0.5
Englebert Financial Advisers
1983
Englebert Financial Advisers
Pennsylvania
$101M -$478K -0.5% 0.58% – 80 41.25% 0.5
KFP
1984
Kroeger Financial Partners
California
$101M -$2.6M -3% 1.07% – 143 11.19% 0.2
Chiron Capital Management
1985
Chiron Capital Management
Florida
$101M -$10.9M -10% 4.32% – 144 18.75% 2.2
Sulzberger Capital Advisors
1986
Sulzberger Capital Advisors
Florida
$101M -$1.91M -2% 2.6% – 59 15.25% 1.3
Ulrich Consultants & Investment Group
1987
Ulrich Consultants & Investment Group
New Mexico
$100M – – 1.07% – 47 – 1.6
HFG Wealth Management
1988
HFG Wealth Management
Texas
$99M -$430K -0.4% 3.16% 45.9% 42 2.38% 2.3
October Effect
1989
October Effect
Virginia
$98.3M -$8.04M -8% 4% – 68 14.71% 0.9
August Group Capital
1990
August Group Capital
$98M +$7.02M +8% 3.5% – 107 16.82% 0.6
ACIML
1991
ASK CAPITAL INVESTMENT MANAGERS, LLC
Texas
$97.1M – – 5.39% – 28 – 0
University of Cambridge Investment Management
1992
University of Cambridge Investment Management
$96.4M +$2.5M +3% 2.66% – 1 0% 0.8
Meadowbrook Wealth Management
1993
Meadowbrook Wealth Management
New York
$95.4M +$2.57M +3% 6.7% – 91 31.87% 0.7
York GP
1994
York GP
Cayman Islands
$95.2M -$31.2M -25% 24.2% – 3 0% 1.7
WealthSpring Partners
1995
WealthSpring Partners
California
$94.4M -$21.9M -19% 0.94% – 82 23.17% 2.6
Measured Risk Portfolios
1996
Measured Risk Portfolios
California
$93.8M -$18.6M -17% 0.02% – 66 7.58% 1.5
Capitol Family Office
1997
Capitol Family Office
Oregon
$92.9M -$1.79M -2% 1.9% 72% 47 23.4% 2.2
HCM
1998
Helios Capital Management
Singapore
$91.9M -$10.5M -10% 3.55% 124% 27 11.11% 1.8
Walleye Partners
1999
Walleye Partners
Wisconsin
$89M +$1.27M +1% 0.72% – 64 15.63% 0.6
John W. Brooker & Co
2000
John W. Brooker & Co
California
$88M +$5.19M +6% 0.06% 43.4% 78 14.1% 2.4