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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, 3,981 funds (~45%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.

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