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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, 5,384 funds (~60%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Crosspoint Capital Strategies
Orinda,
California
| $104M | – | – | 1.81% | – | 139 | – | 0.3 |
|
| 5052 |
5052
Q Fund Management (Hong Kong)
Hong Kong,
| $104M | -$5.52M | -5% | 9.72% | – | 42 | 47.62% | 0.4 |
|
| 5053 |
5053
Montchanin Asset Management
Montchanin,
Delaware
| $104M | +$5.89M | +6% | 7.66% | 120% | 66 | 12.12% | 2.4 |
|
| 5054 |
5054
Succession Financial
Mckinney,
Texas
| $104M | -$1.23M | -1% | 2.69% | – | 55 | 21.82% | 0.2 |
|
| 5055 |
5055
Willow Creek Capital Management
Missoula,
Montana
| $104M | +$728K | +0.7% | 3.78% | – | 106 | 12.26% | 0.2 |
|
| 5056 |
5056
T3 Companies
New York
| $103M | +$9.7M | +10% | 1.69% | – | 292 | 72.26% | 0.2 |
|
| 5057 |
UPWM
5057
UMB Private Wealth Management
Kansas City,
Missouri
| $103M | – | – | 1.91% | – | 1,409 | – | 0 |
|
| 5058 |
5058
Strategic Financial Group
Grand Haven,
Michigan
| $103M | -$1.12M | -1% | 2.08% | – | 20 | 5% | 0.5 |
|
| 5059 |
5059
Gritstone Asset Management
Bethesda,
Maryland
| $103M | -$846K | -0.8% | 0.36% | – | 226 | 36.73% | 0.6 |
|
| 5060 |
5060
Provident Living Financial Services
Lehi,
Utah
| $103M | +$1.43M | +1% | 2.03% | – | 54 | 9.26% | 0.7 |
|
| 5061 |
5061
Parrish Capital
Kennesaw,
Georgia
| $103M | -$1.09M | -1% | 2.12% | – | 88 | 5.68% | 0.7 |
|
| 5062 |
PBK
5062
Peoples Bank (Kansas)
Pratt,
Kansas
| $103M | -$339K | -0.3% | 3.28% | 74.5% | 101 | 6.93% | 2.6 |
|
| 5063 |
RCDBASW
5063
Rudd Co d/b/a Styre Wealth
Fort Worth,
Texas
| $103M | – | – | 2.29% | – | 75 | – | 0 |
|
| 5064 |
5064
Langley Wealth Management
Corinth,
Mississippi
| $102M | -$209K | -0.2% | 1.68% | – | 139 | 23.02% | 0.2 |
|
| 5065 |
5065
Palladiem
Bryn Mawr,
Pennsylvania
| $102M | -$884K | -0.9% | 0.24% | – | 142 | 9.86% | 1.6 |
|
| 5066 |
5066
Guilbault Capital
Metairie,
Louisiana
| $102M | +$2.44M | +2% | 1.75% | – | 81 | 19.75% | 0.6 |
|
| 5067 |
5067
Schuylkill Financial
Wyomissing,
Pennsylvania
| $102M | -$6.23M | -6% | 2.19% | – | 72 | 16.67% | 0.2 |
|
| 5068 |
IWMO
5068
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
| $102M | +$6.9M | +7% | 1.93% | – | 104 | 17.31% | 0.5 |
|
| 5069 |
5069
Financial Network Wealth Advisors
Murray,
Utah
| $101M | +$2.73M | +3% | 1.88% | 57.7% | 973 | 18.5% | 1.4 |
|
| 5070 |
5070
Englebert Financial Advisers
Allentown,
Pennsylvania
| $101M | -$478K | -0.5% | 0.58% | – | 80 | 41.25% | 0.5 |
|
| 5071 |
5071
Katamaran Capital
London,
United Kingdom
| $101M | -$24.5M | -19% | 0.1% | – | 49 | 57.14% | 0.6 |
|
| 5072 |
5072
Aspen Private Advisors
Sioux Falls,
South Dakota
| $101M | +$1.21M | +1% | 0.33% | – | 17 | 58.82% | 0.1 |
|
| 5073 |
KFP
5073
Kroeger Financial Partners
Grass Valley,
California
| $101M | -$2.6M | -3% | 1.07% | – | 143 | 11.19% | 0.2 |
|
| 5074 |
5074
Chiron Capital Management
Tallahassee,
Florida
| $101M | -$10.9M | -10% | 4.32% | – | 144 | 18.75% | 2.2 |
|
| 5075 |
5075
Sulzberger Capital Advisors
Miami,
Florida
| $101M | -$1.91M | -2% | 2.6% | – | 59 | 15.25% | 1.3 |
|