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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, 3,922 funds (~44%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
Corecam AG
Zurich,
| $105M | -$12.1M | -10% | 5.32% | – | 53 | 16.98% | 0.5 |
|
| 3702 |
3702
Geremia Financial Services
Edison,
New Jersey
| $105M | +$10.5M | +11% | 0.88% | – | 9 | 0% | 0.7 |
|
| 3703 |
3703
Amitell Capital
Singapore
| $105M | -$4.56M | -4% | 0.58% | 188% | 33 | 45.45% | 0.6 |
|
| 3704 |
3704
Xena Financial Planning
Portland,
Oregon
| $105M | +$552K | +0.5% | 1.08% | – | 40 | 10% | 0.7 |
|
| 3705 |
3705
Hyposwiss Advisors
Geneva,
| $105M | -$806K | -0.8% | 0.21% | – | 104 | 1.92% | 0.7 |
|
| 3706 |
3706
Reality Financial Planning Services
Sarasota,
Florida
| $105M | +$1.12M | +1% | 0.65% | – | 20 | 10% | 0.7 |
|
| 3707 |
3707
Freemont Management
Vaud,
Switzerland
| $105M | +$1.35M | +1% | 6.64% | 102% | 17 | 23.53% | 2.5 |
|
| 3708 |
CF
3708
Calder Financial
Downingtown,
Pennsylvania
| $105M | -$1.56M | -1% | 0.67% | – | 43 | 2.33% | 0.7 |
|
| 3709 |
3709
Surience Private Wealth
Yakima,
Washington
| $104M | -$9.5M | -8% | 0.47% | 169% | 64 | 62.5% | 0.4 |
|
| 3710 |
3710
Q Fund Management (Hong Kong)
Hong Kong,
| $104M | -$5.52M | -5% | 9.72% | – | 42 | 47.62% | 0.4 |
|
| 3711 |
3711
Montchanin Asset Management
Montchanin,
Delaware
| $104M | +$5.89M | +6% | 7.66% | 120% | 66 | 12.12% | 2.4 |
|
| 3712 |
3712
Succession Financial
Mckinney,
Texas
| $104M | -$1.23M | -1% | 2.69% | – | 55 | 21.82% | 0.2 |
|
| 3713 |
3713
T3 Companies
New York
| $103M | +$9.7M | +10% | 1.69% | – | 292 | 72.26% | 0.2 |
|
| 3714 |
UPWM
3714
UMB Private Wealth Management
Kansas City,
Missouri
| $103M | – | – | 1.91% | – | 1,409 | – | 0 |
|
| 3715 |
3715
Strategic Financial Group
Grand Haven,
Michigan
| $103M | -$1.12M | -1% | 2.08% | – | 20 | 5% | 0.5 |
|
| 3716 |
3716
Gritstone Asset Management
Bethesda,
Maryland
| $103M | -$846K | -0.8% | 0.36% | – | 226 | 36.73% | 0.6 |
|
| 3717 |
3717
Provident Living Financial Services
Lehi,
Utah
| $103M | +$1.43M | +1% | 2.03% | – | 54 | 9.26% | 0.7 |
|
| 3718 |
3718
Willow Creek Capital Management
Missoula,
Montana
| $103M | -$233K | -0.2% | 0.55% | – | 101 | 1.98% | 0.2 |
|
| 3719 |
3719
Parrish Capital
Kennesaw,
Georgia
| $103M | -$1.09M | -1% | 2.12% | – | 88 | 5.68% | 0.7 |
|
| 3720 |
PBK
3720
Peoples Bank (Kansas)
Pratt,
Kansas
| $103M | -$339K | -0.3% | 3.28% | 74.5% | 101 | 6.93% | 2.6 |
|
| 3721 |
RCDBASW
3721
Rudd Co d/b/a Styre Wealth
Fort Worth,
Texas
| $103M | – | – | 2.29% | – | 75 | – | 0 |
|
| 3722 |
3722
Guilbault Capital
Metairie,
Louisiana
| $102M | +$2.44M | +2% | 1.75% | – | 81 | 19.75% | 0.6 |
|
| 3723 |
3723
Schuylkill Financial
Wyomissing,
Pennsylvania
| $102M | -$6.23M | -6% | 2.19% | – | 72 | 16.67% | 0.2 |
|
| 3724 |
IWMO
3724
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
| $102M | +$6.9M | +7% | 1.93% | – | 104 | 17.31% | 0.5 |
|
| 3725 |
3725
Financial Network Wealth Advisors
Murray,
Utah
| $101M | +$2.73M | +3% | 1.88% | 57.7% | 973 | 18.5% | 1.4 |
|