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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, 7,143 funds (~80%) 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)
Cabot-Wellington
3626
Cabot-Wellington
Massachusetts
$368M -$11.9M -3% 0.76% 73.1% 5 0% 6.1
Graybill Wealth Management
3627
Graybill Wealth Management
Illinois
$368M -$3.9M -1% 0.78% – 87 5.75% 5.1
Creek Drive Management Group
3628
Creek Drive Management Group
California
$368M +$162M +78% 20.3% – 75 53.33% 0.4
Quantum Financial Planning Services
3629
Quantum Financial Planning Services
Washington
$367M +$44.5M +14% 0.54% – 60 13.33% 1.2
Sagil Capital
3630
Sagil Capital
United Kingdom
$367M +$87M +31% 2.58% 100% 31 45.16% 0.4
ITIM
3631
Indiana Trust & Investment Management
Indiana
$367M +$1.07M +0.3% 1.65% 114% 485 7.01% 4.1
25 LLC
3632
25 LLC
Missouri
$367M +$1.7M +0.5% 0.96% 48.7% 83 12.05% 2.2
HP
3633
Havemeyer Place
Connecticut
$366M -$646M -64% 2.05% – 634 74.92% 0.3
Eaton-Cambridge
3634
Eaton-Cambridge
Arizona
$366M +$10.7M +3% 0.58% 48.7% 79 18.99% 1.4
BCS Private Wealth Management
3635
BCS Private Wealth Management
New Jersey
$366M +$34.2M +10% 3.11% – 213 19.72% 0.9
Southern Financial Group
3636
Southern Financial Group
Alabama
$366M -$25.5M -7% 4.08% – 96 8.33% 0.7
Purus Wealth Management
3637
Purus Wealth Management
California
$366M +$3.04M +0.8% 4.14% 174% 183 13.66% 3
Gill Capital Partners
3638
Gill Capital Partners
Colorado
$366M -$11.8M -3% 0.28% 59% 703 78.52% 4.1
Barrett & Company
3639
Barrett & Company
Rhode Island
$366M +$8.51M +2% 1.91% 83.6% 727 10.45% 3
Essential Planning
3640
Essential Planning
New Hampshire
$365M +$11.6M +3% 0.82% 40.9% 90 5.56% 2.7
FNWM
3641
Financial Network Wealth Management
Utah
$365M +$12.4M +4% 3.18% – 123 6.5% 2.8
Planned Solutions
3642
Planned Solutions
California
$365M +$16.2M +5% 1.59% 68.3% 164 10.37% 2.8
EntryPoint Capital
3643
EntryPoint Capital
New York
$365M -$47.1M -11% 3.74% 40.3% 1,040 57.12% 0.4
Saiph Capital
3644
Saiph Capital
New Jersey
$365M +$30.9M +9% 2.3% 60.7% 156 31.41% 1.4
Kirkwood Financial Services
3645
Kirkwood Financial Services
Texas
$365M +$14.9M +4% 1.71% – 43 6.98% 1.3
First Washington Corp
3646
First Washington Corp
Washington
$365M -$45.7M -11% 3.15% 153% 53 15.09% 5.1
Sterling Financial Planning
3647
Sterling Financial Planning
New Jersey
$365M -$2.87M -0.8% 1.31% 59.3% 127 5.51% 4.1
Impact Capital Partners
3648
Impact Capital Partners
Colorado
$365M -$1.88M -0.5% 3.47% – 297 14.81% 1.4
NFC Investments
3649
NFC Investments
Tennessee
$365M -$28.6M -7% 4.57% 58% 45 4.44% 4.8
SAMT
3650
Select Asset Management & Trust
Pennsylvania
$365M +$17.2M +5% 2.59% 80% 80 6.25% 4.5