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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.

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