We are live on !
Find out more
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, 3,981 funds (~45%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
Geremia Financial Services
Edison,
New Jersey
| $105M | +$10.5M | +11% | 0.88% | – | 9 | 0% | 0.7 |
|
| 3752 |
3752
Amitell Capital
Singapore
| $105M | -$4.56M | -4% | 0.58% | 188% | 33 | 45.45% | 0.6 |
|
| 3753 |
3753
Xena Financial Planning
Portland,
Oregon
| $105M | +$552K | +0.5% | 1.08% | – | 40 | 10% | 0.7 |
|
| 3754 |
3754
Hyposwiss Advisors
Geneva,
| $105M | -$806K | -0.8% | 0.21% | – | 104 | 1.92% | 0.7 |
|
| 3755 |
3755
Reality Financial Planning Services
Sarasota,
Florida
| $105M | +$1.12M | +1% | 0.65% | – | 20 | 10% | 0.7 |
|
| 3756 |
3756
Freemont Management
Vaud,
Switzerland
| $105M | +$1.35M | +1% | 6.64% | 102% | 17 | 23.53% | 2.5 |
|
| 3757 |
CF
3757
Calder Financial
Downingtown,
Pennsylvania
| $105M | -$1.56M | -1% | 0.67% | – | 43 | 2.33% | 0.7 |
|
| 3758 |
3758
Surience Private Wealth
Yakima,
Washington
| $104M | -$9.5M | -8% | 0.47% | 169% | 64 | 62.5% | 0.4 |
|
| 3759 |
3759
Q Fund Management (Hong Kong)
Hong Kong,
| $104M | -$5.52M | -5% | 9.72% | – | 42 | 47.62% | 0.4 |
|
| 3760 |
3760
Montchanin Asset Management
Montchanin,
Delaware
| $104M | +$5.89M | +6% | 7.66% | 120% | 66 | 12.12% | 2.4 |
|
| 3761 |
3761
Succession Financial
Mckinney,
Texas
| $104M | -$1.23M | -1% | 2.69% | – | 55 | 21.82% | 0.2 |
|
| 3762 |
3762
T3 Companies
New York
| $103M | +$9.7M | +10% | 1.69% | – | 292 | 72.26% | 0.2 |
|
| 3763 |
UPWM
3763
UMB Private Wealth Management
Kansas City,
Missouri
| $103M | – | – | 1.91% | – | 1,409 | – | 0 |
|
| 3764 |
3764
Strategic Financial Group
Grand Haven,
Michigan
| $103M | -$1.12M | -1% | 2.08% | – | 20 | 5% | 0.5 |
|
| 3765 |
3765
Gritstone Asset Management
Bethesda,
Maryland
| $103M | -$846K | -0.8% | 0.36% | – | 226 | 36.73% | 0.6 |
|
| 3766 |
3766
Provident Living Financial Services
Lehi,
Utah
| $103M | +$1.43M | +1% | 2.03% | – | 54 | 9.26% | 0.7 |
|
| 3767 |
3767
Willow Creek Capital Management
Missoula,
Montana
| $103M | -$233K | -0.2% | 0.55% | – | 101 | 1.98% | 0.2 |
|
| 3768 |
3768
Parrish Capital
Kennesaw,
Georgia
| $103M | -$1.09M | -1% | 2.12% | – | 88 | 5.68% | 0.7 |
|
| 3769 |
PBK
3769
Peoples Bank (Kansas)
Pratt,
Kansas
| $103M | -$339K | -0.3% | 3.28% | 74.5% | 101 | 6.93% | 2.6 |
|
| 3770 |
RCDBASW
3770
Rudd Co d/b/a Styre Wealth
Fort Worth,
Texas
| $103M | – | – | 2.29% | – | 75 | – | 0 |
|
| 3771 |
3771
Guilbault Capital
Metairie,
Louisiana
| $102M | +$2.44M | +2% | 1.75% | – | 81 | 19.75% | 0.6 |
|
| 3772 |
3772
Schuylkill Financial
Wyomissing,
Pennsylvania
| $102M | -$6.23M | -6% | 2.19% | – | 72 | 16.67% | 0.2 |
|
| 3773 |
IWMO
3773
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
| $102M | +$6.9M | +7% | 1.93% | – | 104 | 17.31% | 0.5 |
|
| 3774 |
3774
Financial Network Wealth Advisors
Murray,
Utah
| $101M | +$2.73M | +3% | 1.88% | 57.7% | 973 | 18.5% | 1.4 |
|
| 3775 |
3775
Englebert Financial Advisers
Allentown,
Pennsylvania
| $101M | -$478K | -0.5% | 0.58% | – | 80 | 41.25% | 0.5 |
|