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, 4,667 funds (~52%) 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)
Weber Capital Management
4351
Weber Capital Management
California
$110M -$7.81M -7% 0.07% – 13 0% 0.8
Kachkovsky & Fisher Inc
4352
Kachkovsky & Fisher Inc
California
$110M +$5.55M +5% 2.34% – 74 16.22% 0.2
American National Bank of Texas
4353
American National Bank of Texas
Texas
$109M -$88.7K -0.1% 0.16% – 57 10.53% 0.9
Aspirean Wealth
4354
Aspirean Wealth
California
$109M +$1.57M +1% 0.05% – 20 10% 0.7
Karras Company
4355
Karras Company
Utah
$109M -$1.2M -1% 0.13% – 66 9.09% 0.7
Yanni & Associates Investment Advisors
4356
Yanni & Associates Investment Advisors
Pennsylvania
$109M +$657K +0.6% 1.41% – 38 13.16% 0.7
Unify Financial Advisors
4357
Unify Financial Advisors
Florida
$109M +$725K +0.7% 1.7% – 95 14.74% 0.7
CFG Wealth Management Services
4358
CFG Wealth Management Services
Indiana
$109M +$2.43M +2% 2.54% – 173 64.16% 0.3
Ramsey Quantitative Systems
4359
Ramsey Quantitative Systems
Kentucky
$109M -$2.63M -2% 1.3% 51.1% 83 49.4% 0.3
Rosenthal Henry Capital Advisors
4360
Rosenthal Henry Capital Advisors
Indiana
$109M -$5.45M -5% 5.47% 80.2% 51 9.8% 3.7
Zinnia Wealth Advisory
4361
Zinnia Wealth Advisory
Florida
$109M +$10.6M +11% 2.56% – 115 22.61% 0.6
PMG Family Office
4362
PMG Family Office
Texas
$108M -$394K -0.4% 1.58% – 117 6.84% 0.9
Oregon Pacific Wealth Management
4363
Oregon Pacific Wealth Management
Oregon
$108M +$1.28M +1% 0.15% – 128 21.09% 1.1
RFL
4364
RD Finance Ltd
Cyprus
$108M +$6.34M +6% 1.74% – 37 56.76% 0.3
CogentBlue Wealth Advisors
4365
CogentBlue Wealth Advisors
Tennessee
$108M -$67M -38% 0.22% – 104 50.96% 1.4
Shelter Rock Management
4366
Shelter Rock Management
New York
$107M +$4.29M +4% 1.45% – 42 19.05% 0.6
Lubar & Co
4367
Lubar & Co
Wisconsin
$107M -$19.2M -15% 14.3% – 3 0% 9.1
Fullerton Advisors
4368
Fullerton Advisors
California
$107M +$273K +0.3% 0.18% – 56 7.14% 0.7
Good Harbor Advisors
4369
Good Harbor Advisors
Massachusetts
$107M +$4.96M +5% 1.51% – 92 9.78% 0.7
Grange Capital
4370
Grange Capital
Oregon
$107M -$1.65M -2% 2.34% – 55 12.73% 1.3
SG
4371
Sherry Group
Arkansas
$107M +$4.11M +4% 2.01% – 57 19.3% 0.6
Ballast Financial Advisors
4372
Ballast Financial Advisors
Pennsylvania
$106M -$4.33M -4% 0.49% – 74 8.11% 0.7
Burkett Asset Management
4373
Burkett Asset Management
$106M -$911K -0.9% 0.18% – 66 21.21% 0.6
SCCL
4374
Split Creek Capital LLC
Virginia
$106M -$2.25M -2% 0.96% – 149 20.13% 0.6
Kingsbury Capital Investment Advisors
4375
Kingsbury Capital Investment Advisors
Illinois
$106M -$12.2M -10% 0.54% – 129 23.26% 1.9