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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, 4,669 funds (~52%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4376 |
4376
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
| $106M | -$12.2M | -10% | 0.54% | – | 129 | 23.26% | 1.9 |
|
| 4377 |
PWM
4377
Puff Wealth Management
Haddonfield,
New Jersey
| $106M | +$7.85M | +8% | 0.94% | – | 83 | 10.84% | 1.2 |
|
| 4378 |
4378
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
| $105M | -$19.4M | -16% | 0.68% | – | 102 | 27.45% | 1.1 |
|
| 4379 |
4379
Prism Planning Partners
Libertyville,
Illinois
| $105M | +$10.8M | +11% | 0.82% | – | 53 | 33.96% | 0.5 |
|
| 4380 |
MI
4380
Moneywise Inc
Forest,
Virginia
| $105M | -$163M | -61% | 1.23% | 60.8% | 95 | 43.16% | 3.3 |
|
| 4381 |
4381
Cogent Strategic Wealth
Chicago,
Illinois
| $105M | +$199K | +0.2% | 0.88% | – | 61 | 9.84% | 0.6 |
|
| 4382 |
4382
Corecam AG
Zurich,
| $105M | -$12.1M | -10% | 5.32% | – | 53 | 16.98% | 0.5 |
|
| 4383 |
4383
Geremia Financial Services
Edison,
New Jersey
| $105M | +$10.5M | +11% | 0.88% | – | 9 | 0% | 0.7 |
|
| 4384 |
4384
Amitell Capital
Singapore
| $105M | -$4.56M | -4% | 0.58% | 188% | 33 | 45.45% | 0.6 |
|
| 4385 |
4385
Xena Financial Planning
Portland,
Oregon
| $105M | +$552K | +0.5% | 1.08% | – | 40 | 10% | 0.7 |
|
| 4386 |
4386
Hyposwiss Advisors
Geneva,
| $105M | -$806K | -0.8% | 0.21% | – | 104 | 1.92% | 0.7 |
|
| 4387 |
4387
Reality Financial Planning Services
Sarasota,
Florida
| $105M | +$1.12M | +1% | 0.65% | – | 20 | 10% | 0.7 |
|
| 4388 |
4388
Freemont Management
Vaud,
Switzerland
| $105M | +$1.35M | +1% | 6.64% | 102% | 17 | 23.53% | 2.5 |
|
| 4389 |
CF
4389
Calder Financial
Downingtown,
Pennsylvania
| $105M | -$1.56M | -1% | 0.67% | – | 43 | 2.33% | 0.7 |
|
| 4390 |
4390
Surience Private Wealth
Yakima,
Washington
| $104M | -$9.5M | -8% | 0.47% | 169% | 64 | 62.5% | 0.4 |
|
| 4391 |
4391
Q Fund Management (Hong Kong)
Hong Kong,
| $104M | -$5.52M | -5% | 9.72% | – | 42 | 47.62% | 0.4 |
|
| 4392 |
4392
Montchanin Asset Management
Montchanin,
Delaware
| $104M | +$5.89M | +6% | 7.66% | 120% | 66 | 12.12% | 2.4 |
|
| 4393 |
4393
Succession Financial
Mckinney,
Texas
| $104M | -$1.23M | -1% | 2.69% | – | 55 | 21.82% | 0.2 |
|
| 4394 |
4394
T3 Companies
New York
| $103M | +$9.7M | +10% | 1.69% | – | 292 | 72.26% | 0.2 |
|
| 4395 |
UPWM
4395
UMB Private Wealth Management
Kansas City,
Missouri
| $103M | – | – | 1.91% | – | 1,409 | – | 0 |
|
| 4396 |
4396
Strategic Financial Group
Grand Haven,
Michigan
| $103M | -$1.12M | -1% | 2.08% | – | 20 | 5% | 0.5 |
|
| 4397 |
4397
Gritstone Asset Management
Bethesda,
Maryland
| $103M | -$846K | -0.8% | 0.36% | – | 226 | 36.73% | 0.6 |
|
| 4398 |
4398
Provident Living Financial Services
Lehi,
Utah
| $103M | +$1.43M | +1% | 2.03% | – | 54 | 9.26% | 0.7 |
|
| 4399 |
4399
Willow Creek Capital Management
Missoula,
Montana
| $103M | -$233K | -0.2% | 0.55% | – | 101 | 1.98% | 0.2 |
|
| 4400 |
4400
Parrish Capital
Kennesaw,
Georgia
| $103M | -$1.09M | -1% | 2.12% | – | 88 | 5.68% | 0.7 |
|