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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, 3,056 funds (~34%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
Deer Park Road Corp
Steamboat Springs,
Colorado
| $110M | +$85.3M | +347% | 52.9% | 55.9% | 6 | 16.67% | 3.5 |
|
| 2877 |
2877
Weber Capital Management
San Francisco,
California
| $110M | -$7.81M | -7% | 0.07% | – | 13 | 0% | 0.8 |
|
| 2878 |
2878
Kachkovsky & Fisher Inc
San Diego,
California
| $110M | +$5.55M | +5% | 2.34% | – | 74 | 16.22% | 0.2 |
|
| 2879 |
2879
American National Bank of Texas
Richardson,
Texas
| $109M | -$88.7K | -0.1% | 0.16% | – | 57 | 10.53% | 0.9 |
|
| 2880 |
2880
Karras Company
Roy,
Utah
| $109M | -$1.2M | -1% | 0.13% | – | 66 | 9.09% | 0.7 |
|
| 2881 |
2881
Yanni & Associates Investment Advisors
Wexford,
Pennsylvania
| $109M | +$657K | +0.6% | 1.41% | – | 38 | 13.16% | 0.7 |
|
| 2882 |
2882
CFG Wealth Management Services
Indianapolis,
Indiana
| $109M | +$2.43M | +2% | 2.54% | – | 173 | 64.16% | 0.3 |
|
| 2883 |
2883
Ramsey Quantitative Systems
Louisville,
Kentucky
| $109M | -$2.63M | -2% | 1.3% | 51.1% | 83 | 49.4% | 0.3 |
|
| 2884 |
2884
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $109M | -$5.45M | -5% | 5.47% | 80.2% | 51 | 9.8% | 3.7 |
|
| 2885 |
2885
PMG Family Office
Plano,
Texas
| $108M | -$394K | -0.4% | 1.58% | – | 117 | 6.84% | 0.9 |
|
| 2886 |
2886
Oregon Pacific Wealth Management
Medford,
Oregon
| $108M | +$1.28M | +1% | 0.15% | – | 128 | 21.09% | 1.1 |
|
| 2887 |
RFL
2887
RD Finance Ltd
Limassol,
Cyprus
| $108M | +$6.34M | +6% | 1.74% | – | 37 | 56.76% | 0.3 |
|
| 2888 |
2888
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| $108M | -$67M | -38% | 0.22% | – | 104 | 50.96% | 1.4 |
|
| 2889 |
2889
Shelter Rock Management
Jericho,
New York
| $107M | +$4.29M | +4% | 1.45% | – | 42 | 19.05% | 0.6 |
|
| 2890 |
2890
Lubar & Co
Milwaukee,
Wisconsin
| $107M | -$19.2M | -15% | 14.3% | – | 3 | 0% | 9.1 |
|
| 2891 |
2891
Fullerton Advisors
Danville,
California
| $107M | +$273K | +0.3% | 0.18% | – | 56 | 7.14% | 0.7 |
|
| 2892 |
2892
Good Harbor Advisors
Gloucester,
Massachusetts
| $107M | +$4.96M | +5% | 1.51% | – | 92 | 9.78% | 0.7 |
|
| 2893 |
2893
Grange Capital
Beaverton,
Oregon
| $107M | -$1.65M | -2% | 2.34% | – | 55 | 12.73% | 1.3 |
|
| 2894 |
SG
2894
Sherry Group
Mountain Home,
Arkansas
| $107M | +$4.11M | +4% | 2.01% | – | 57 | 19.3% | 0.6 |
|
| 2895 |
2895
Ballast Financial Advisors
West Chester,
Pennsylvania
| $106M | -$4.33M | -4% | 0.49% | – | 74 | 8.11% | 0.7 |
|
| 2896 |
2896
Burkett Asset Management
Victoria,
| $106M | -$911K | -0.9% | 0.18% | – | 66 | 21.21% | 0.6 |
|
| 2897 |
2897
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
| $106M | -$12.2M | -10% | 0.54% | – | 129 | 23.26% | 1.9 |
|
| 2898 |
PWM
2898
Puff Wealth Management
Haddonfield,
New Jersey
| $106M | +$7.85M | +8% | 0.94% | – | 83 | 10.84% | 1.2 |
|
| 2899 |
2899
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
| $105M | -$19.4M | -16% | 0.68% | – | 102 | 27.45% | 1.1 |
|
| 2900 |
2900
Prism Planning Partners
Libertyville,
Illinois
| $105M | +$10.8M | +11% | 0.82% | – | 53 | 33.96% | 0.5 |
|