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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, 5,751 funds (~64%) 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)
Amitell Capital
5376
Amitell Capital
Singapore
$105M -$4.56M -4% 0.58% 188% 33 45.45% 0.6
Xena Financial Planning
5377
Xena Financial Planning
Oregon
$105M +$552K +0.5% 1.08% – 40 10% 0.7
Hyposwiss Advisors
5378
Hyposwiss Advisors
$105M -$806K -0.8% 0.21% – 104 1.92% 0.7
Reality Financial Planning Services
5379
Reality Financial Planning Services
Florida
$105M +$1.12M +1% 0.65% – 20 10% 0.7
Freemont Management
5380
Freemont Management
Switzerland
$105M +$1.35M +1% 6.64% 102% 17 23.53% 2.5
Trailhead Planners
5381
Trailhead Planners
Minnesota
$105M +$1.21M +1% 0.29% – 57 3.51% 0.6
CF
5382
Calder Financial
Pennsylvania
$105M -$1.56M -1% 0.67% – 43 2.33% 0.7
TF
5383
Telligent Fund
Hong Kong
$104M -$31.2M -23% 8.59% – 31 54.84% 0.6
Bluebird Wealth Management
5384
Bluebird Wealth Management
Massachusetts
$104M -$11.2M -10% 4.65% – 99 21.21% 0.5
Surience Private Wealth
5385
Surience Private Wealth
Washington
$104M -$9.5M -8% 0.47% 169% 64 62.5% 0.4
Crosspoint Capital Strategies
5386
Crosspoint Capital Strategies
California
$104M – – 1.81% – 139 – 0.3
Q Fund Management (Hong Kong)
5387
Q Fund Management (Hong Kong)
$104M -$5.52M -5% 9.72% – 42 47.62% 0.4
Montchanin Asset Management
5388
Montchanin Asset Management
Delaware
$104M +$5.89M +6% 7.66% 120% 66 12.12% 2.4
Succession Financial
5389
Succession Financial
Texas
$104M -$1.23M -1% 2.69% – 55 21.82% 0.2
Willow Creek Capital Management
5390
Willow Creek Capital Management
Montana
$104M +$728K +0.7% 3.78% – 106 12.26% 0.2
T3 Companies
5391
T3 Companies
New York
$103M +$9.7M +10% 1.69% – 292 72.26% 0.2
UPWM
5392
UMB Private Wealth Management
Missouri
$103M – – 1.91% – 1,409 – 0
Strategic Financial Group
5393
Strategic Financial Group
Michigan
$103M -$1.12M -1% 2.08% – 20 5% 0.5
EAP
5394
Elevation Advisory Partners
Florida
$103M +$5.44M +6% 3.7% – 54 16.67% 0.4
Gritstone Asset Management
5395
Gritstone Asset Management
Maryland
$103M -$846K -0.8% 0.36% – 226 36.73% 0.6
Provident Living Financial Services
5396
Provident Living Financial Services
Utah
$103M +$1.43M +1% 2.03% – 54 9.26% 0.7
Parrish Capital
5397
Parrish Capital
Georgia
$103M -$1.09M -1% 2.12% – 88 5.68% 0.7
PBK
5398
Peoples Bank (Kansas)
Kansas
$103M -$339K -0.3% 3.28% 74.5% 101 6.93% 2.6
RCDBASW
5399
Rudd Co d/b/a Styre Wealth
Texas
$103M – – 2.29% – 75 – 0
Langley Wealth Management
5400
Langley Wealth Management
Mississippi
$102M -$209K -0.2% 1.68% – 139 23.02% 0.2