We are live on ! Find out more

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, 3,241 funds (~36%) 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)
Barden Capital Management
3051
Barden Capital Management
Texas
$110M +$1.57M +1% 1.21% 80.1% 58 8.62% 3
Deer Park Road Corp
3052
Deer Park Road Corp
Colorado
$110M +$85.3M +347% 52.9% 55.9% 6 16.67% 3.5
Weber Capital Management
3053
Weber Capital Management
California
$110M -$7.81M -7% 0.07% – 13 0% 0.8
Kachkovsky & Fisher Inc
3054
Kachkovsky & Fisher Inc
California
$110M +$5.55M +5% 2.34% – 74 16.22% 0.2
American National Bank of Texas
3055
American National Bank of Texas
Texas
$109M -$88.7K -0.1% 0.16% – 57 10.53% 0.9
Karras Company
3056
Karras Company
Utah
$109M -$1.2M -1% 0.13% – 66 9.09% 0.7
Yanni & Associates Investment Advisors
3057
Yanni & Associates Investment Advisors
Pennsylvania
$109M +$657K +0.6% 1.41% – 38 13.16% 0.7
CFG Wealth Management Services
3058
CFG Wealth Management Services
Indiana
$109M +$2.43M +2% 2.54% – 173 64.16% 0.3
Ramsey Quantitative Systems
3059
Ramsey Quantitative Systems
Kentucky
$109M -$2.63M -2% 1.3% 51.1% 83 49.4% 0.3
Rosenthal Henry Capital Advisors
3060
Rosenthal Henry Capital Advisors
Indiana
$109M -$5.45M -5% 5.47% 80.2% 51 9.8% 3.7
PMG Family Office
3061
PMG Family Office
Texas
$108M -$394K -0.4% 1.58% – 117 6.84% 0.9
Oregon Pacific Wealth Management
3062
Oregon Pacific Wealth Management
Oregon
$108M +$1.28M +1% 0.15% – 128 21.09% 1.1
RFL
3063
RD Finance Ltd
Cyprus
$108M +$6.34M +6% 1.74% – 37 56.76% 0.3
CogentBlue Wealth Advisors
3064
CogentBlue Wealth Advisors
Tennessee
$108M -$67M -38% 0.22% – 104 50.96% 1.4
Shelter Rock Management
3065
Shelter Rock Management
New York
$107M +$4.29M +4% 1.45% – 42 19.05% 0.6
Lubar & Co
3066
Lubar & Co
Wisconsin
$107M -$19.2M -15% 14.3% – 3 0% 9.1
Fullerton Advisors
3067
Fullerton Advisors
California
$107M +$273K +0.3% 0.18% – 56 7.14% 0.7
Good Harbor Advisors
3068
Good Harbor Advisors
Massachusetts
$107M +$4.96M +5% 1.51% – 92 9.78% 0.7
Grange Capital
3069
Grange Capital
Oregon
$107M -$1.65M -2% 2.34% – 55 12.73% 1.3
SG
3070
Sherry Group
Arkansas
$107M +$4.11M +4% 2.01% – 57 19.3% 0.6
Ballast Financial Advisors
3071
Ballast Financial Advisors
Pennsylvania
$106M -$4.33M -4% 0.49% – 74 8.11% 0.7
Burkett Asset Management
3072
Burkett Asset Management
$106M -$911K -0.9% 0.18% – 66 21.21% 0.6
Kingsbury Capital Investment Advisors
3073
Kingsbury Capital Investment Advisors
Illinois
$106M -$12.2M -10% 0.54% – 129 23.26% 1.9
PWM
3074
Puff Wealth Management
New Jersey
$106M +$7.85M +8% 0.94% – 83 10.84% 1.2
Stonehaven Wealth & Tax Solutions
3075
Stonehaven Wealth & Tax Solutions
Wisconsin
$105M -$19.4M -16% 0.68% – 102 27.45% 1.1