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