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