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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, 2,671 funds (~30%) 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)
RFL
2526
RD Finance Ltd
Cyprus
$108M +$6.34M +6% 1.74% – 37 56.76% 0.3
CogentBlue Wealth Advisors
2527
CogentBlue Wealth Advisors
Tennessee
$108M -$67M -38% 0.22% – 104 50.96% 1.4
Shelter Rock Management
2528
Shelter Rock Management
New York
$107M +$4.29M +4% 1.45% – 42 19.05% 0.6
Lubar & Co
2529
Lubar & Co
Wisconsin
$107M -$19.2M -15% 14.3% – 3 0% 9.1
Fullerton Advisors
2530
Fullerton Advisors
California
$107M +$273K +0.3% 0.18% – 56 7.14% 0.7
Good Harbor Advisors
2531
Good Harbor Advisors
Massachusetts
$107M +$4.96M +5% 1.51% – 92 9.78% 0.7
Grange Capital
2532
Grange Capital
Oregon
$107M -$1.65M -2% 2.34% – 55 12.73% 1.3
SG
2533
Sherry Group
Arkansas
$107M +$4.11M +4% 2.01% – 57 19.3% 0.6
Ballast Financial Advisors
2534
Ballast Financial Advisors
Pennsylvania
$106M -$4.33M -4% 0.49% – 74 8.11% 0.7
Burkett Asset Management
2535
Burkett Asset Management
$106M -$911K -0.9% 0.18% – 66 21.21% 0.6
Kingsbury Capital Investment Advisors
2536
Kingsbury Capital Investment Advisors
Illinois
$106M -$12.2M -10% 0.54% – 129 23.26% 1.9
PWM
2537
Puff Wealth Management
New Jersey
$106M +$7.85M +8% 0.94% – 83 10.84% 1.2
Stonehaven Wealth & Tax Solutions
2538
Stonehaven Wealth & Tax Solutions
Wisconsin
$105M -$19.4M -16% 0.68% – 102 27.45% 1.1
Cogent Strategic Wealth
2539
Cogent Strategic Wealth
Illinois
$105M +$199K +0.2% 0.88% – 61 9.84% 0.6
Geremia Financial Services
2540
Geremia Financial Services
New Jersey
$105M +$10.5M +11% 0.88% – 9 0% 0.7
Xena Financial Planning
2541
Xena Financial Planning
Oregon
$105M +$552K +0.5% 1.08% – 40 10% 0.7
Hyposwiss Advisors
2542
Hyposwiss Advisors
$105M -$806K -0.8% 0.21% – 104 1.92% 0.7
CF
2543
Calder Financial
Pennsylvania
$105M -$1.56M -1% 0.67% – 43 2.33% 0.7
Surience Private Wealth
2544
Surience Private Wealth
Washington
$104M -$9.5M -8% 0.47% 169% 64 62.5% 0.4
Q Fund Management (Hong Kong)
2545
Q Fund Management (Hong Kong)
$104M -$5.52M -5% 9.72% – 42 47.62% 0.4
Succession Financial
2546
Succession Financial
Texas
$104M -$1.23M -1% 2.69% – 55 21.82% 0.2
T3 Companies
2547
T3 Companies
New York
$103M +$9.7M +10% 1.69% – 292 72.26% 0.2
UPWML
2548
UMB Private Wealth Management, LLC
Missouri
$103M – – 1.91% – 1,409 – 0
Strategic Financial Group
2549
Strategic Financial Group
Michigan
$103M -$1.12M -1% 2.08% – 20 5% 0.5
Gritstone Asset Management
2550
Gritstone Asset Management
Maryland
$103M -$846K -0.8% 0.36% – 226 36.73% 0.6