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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, 7,143 funds (~80%) 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)
Brian C. Broderick
2476
Brian C. Broderick
$660M +$14M +2% 4.1% 114% 98 6.12% 6.7
Crawford Fund Management
2477
Crawford Fund Management
Massachusetts
$660M +$7M +1% 0.4% 56.6% 221 21.27% 1.3
Essex LLC
2478
Essex LLC
Illinois
$660M +$1.1M +0.2% 1.73% 91.4% 194 12.89% 3.2
Mivtachim The Workers Social Insurance Fund
2479
Mivtachim The Workers Social Insurance Fund
Israel
$659M -$100M -13% 4.3% 165% 46 34.78% 2.7
Garrett Wealth Advisory Group
2480
Garrett Wealth Advisory Group
Texas
$659M +$7.99M +1% 1.81% 74.6% 155 7.1% 2.7
Centric Wealth Management
2481
Centric Wealth Management
Illinois
$657M +$14M +2% 2.94% 55.3% 270 38.89% 2.6
Vancity Investment Management
2482
Vancity Investment Management
British Columbia, Canada
$657M -$9.27M -1% 5.89% – 111 25.23% 2.1
Clear Trail Advisors
2483
Clear Trail Advisors
Texas
$657M +$1.82M +0.3% 2.67% – 166 7.23% 0.6
Oakwell Private Wealth Management
2484
Oakwell Private Wealth Management
Texas
$657M +$53.4M +9% 0.33% 68.2% 89 13.48% 3.1
P.J. Schmidt Investment Management (PJS)
2485
P.J. Schmidt Investment Management (PJS)
Wisconsin
$656M +$12.4M +2% 2.31% 75.9% 230 10.87% 5.1
JSF Financial
2486
JSF Financial
California
$655M +$23.3M +4% 2.02% 91% 162 22.22% 3
Endurance Services Ltd
2487
Endurance Services Ltd
New York
$655M +$2.04M +0.3% 0.03% 38.9% 9 11.11% 1.5
PO
2488
PBCay One
United Arab Emirates
$655M -$1.09B -62% 6.67% – 23 43.48% 0.7
CFSG
2489
Community Financial Services Group
Vermont
$655M -$31.4M -5% 1.94% – 563 9.77% 1.3
Lind Value II ApS
2490
Lind Value II ApS
Denmark
$655M +$32.7M +5% 15.4% – 7 0% 1.1
Brooklyn FI
2491
Brooklyn FI
New York
$654M +$108M +20% 0.28% 60.4% 400 75.25% 1.8
Financial Strategies Group
2492
Financial Strategies Group
Michigan
$654M +$26.8M +4% 0.51% 49.2% 108 11.11% 3.5
CA
2493
Clune & Associates
Illinois
$654M -$7.37M -1% 0.89% – 177 11.86% 1.4
Concord Asset Management (Virginia)
2494
Concord Asset Management (Virginia)
Virginia
$652M +$6.61M +1% 0.51% 69% 127 3.15% 2.8
Southernsun Asset Management
2495
Southernsun Asset Management
Tennessee
$652M -$91M -12% 6.67% 54.6% 31 9.68% 4.9
Precedent Wealth Partners
2496
Precedent Wealth Partners
Texas
$651M +$49.6M +8% 0.7% 61.1% 239 26.78% 1.6
Strategy Asset Managers
2497
Strategy Asset Managers
California
$650M -$19.4M -3% 1.03% 115% 295 21.36% 3.7
FIFTHDELTA
2498
FIFTHDELTA
United Kingdom
$650M -$203M -24% 6.92% 13% 13 23.08% 0.5
Partners in Financial Planning
2499
Partners in Financial Planning
Virginia
$649M -$10.4M -2% 1.56% 42% 135 8.89% 3.7
Patten Group
2500
Patten Group
Tennessee
$649M +$5.35M +0.8% 1.74% 99% 347 16.14% 5.3