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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, 2,251 funds (~25%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
Willow Creek Capital Management
Missoula,
Montana
| $103M | -$233K | -0.2% | 0.55% | – | 101 | 1.98% | 0.2 |
|
| 2152 |
2152
Parrish Capital
Kennesaw,
Georgia
| $103M | -$1.09M | -1% | 2.12% | – | 88 | 5.68% | 0.7 |
|
| 2153 |
PBK
2153
Peoples Bank (Kansas)
Pratt,
Kansas
| $103M | -$339K | -0.3% | 3.28% | 74.5% | 101 | 6.93% | 2.6 |
|
| 2154 |
2154
Schuylkill Financial
Wyomissing,
Pennsylvania
| $102M | -$6.23M | -6% | 2.19% | – | 72 | 16.67% | 0.2 |
|
| 2155 |
IWMO
2155
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
| $102M | +$6.9M | +7% | 1.93% | – | 104 | 17.31% | 0.5 |
|
| 2156 |
2156
Englebert Financial Advisers
Allentown,
Pennsylvania
| $101M | -$478K | -0.5% | 0.58% | – | 80 | 41.25% | 0.5 |
|
| 2157 |
KFP
2157
Kroeger Financial Partners
Grass Valley,
California
| $101M | -$2.6M | -3% | 1.07% | – | 143 | 11.19% | 0.2 |
|
| 2158 |
2158
Chiron Capital Management
Tallahassee,
Florida
| $101M | -$10.9M | -10% | 4.32% | – | 144 | 18.75% | 2.2 |
|
| 2159 |
2159
Sulzberger Capital Advisors
Miami,
Florida
| $101M | -$1.91M | -2% | 2.6% | – | 59 | 15.25% | 1.3 |
|
| 2160 |
2160
Ulrich Consultants & Investment Group
Albuquerque,
New Mexico
| $100M | – | – | 1.07% | – | 47 | – | 1.6 |
|
| 2161 |
2161
HFG Wealth Management
The Woodlands,
Texas
| $99M | -$430K | -0.4% | 3.16% | 45.9% | 42 | 2.38% | 2.3 |
|
| 2162 |
2162
October Effect
Virginia Beach,
Virginia
| $98.3M | -$8.04M | -8% | 4% | – | 68 | 14.71% | 0.9 |
|
| 2163 |
2163
Professional Financial Management
Appleton,
Wisconsin
| $98.2M | -$374K | -0.4% | 3.75% | – | 28 | 35.71% | 0.5 |
|
| 2164 |
2164
August Group Capital
Toronto,
| $98M | +$7.02M | +8% | 3.5% | – | 107 | 16.82% | 0.6 |
|
| 2165 |
HIIL
2165
HS Investments IV Ltd
St Peter Port,
| $97.5M | -$14.7M | -13% | 4.56% | – | 2 | 0% | 0.6 |
|
| 2166 |
ACIML
2166
ASK CAPITAL INVESTMENT MANAGERS, LLC
Amarillo,
Texas
| $97.1M | – | – | 5.39% | – | 28 | – | 0 |
|
| 2167 |
2167
University of Cambridge Investment Management
Cambridge,
| $96.4M | +$2.5M | +3% | 2.66% | – | 1 | 0% | 0.8 |
|
| 2168 |
2168
Meadowbrook Wealth Management
Garden City,
New York
| $95.4M | +$2.57M | +3% | 6.7% | – | 91 | 31.87% | 0.7 |
|
| 2169 |
2169
York GP
Grand Cayman,
Cayman Islands
| $95.2M | -$31.2M | -25% | 24.2% | – | 3 | 0% | 1.7 |
|
| 2170 |
2170
WealthSpring Partners
Long Beach,
California
| $94.4M | -$21.9M | -19% | 0.94% | – | 82 | 23.17% | 2.6 |
|
| 2171 |
2171
Measured Risk Portfolios
San Diego,
California
| $93.8M | -$18.6M | -17% | 0.02% | – | 66 | 7.58% | 1.5 |
|
| 2172 |
2172
Capitol Family Office
Beaverton,
Oregon
| $92.9M | -$1.79M | -2% | 1.9% | 72% | 47 | 23.4% | 2.2 |
|
| 2173 |
HCM
2173
Helios Capital Management
Singapore
| $91.9M | -$10.5M | -10% | 3.55% | 124% | 27 | 11.11% | 1.8 |
|
| 2174 |
2174
Walleye Partners
Madison,
Wisconsin
| $89M | +$1.27M | +1% | 0.72% | – | 64 | 15.63% | 0.6 |
|
| 2175 |
2175
John W. Brooker & Co
Oakland,
California
| $88M | +$5.19M | +6% | 0.06% | 43.4% | 78 | 14.1% | 2.4 |
|