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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.

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