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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, 5,013 funds (~56%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
4676
Weber Capital Management
San Francisco,
California
| $110M | -$7.81M | -7% | 0.07% | – | 13 | 0% | 0.8 |
|
| 4677 |
4677
Kachkovsky & Fisher Inc
San Diego,
California
| $110M | +$5.55M | +5% | 2.34% | – | 74 | 16.22% | 0.2 |
|
| 4678 |
4678
American National Bank of Texas
Richardson,
Texas
| $109M | -$88.7K | -0.1% | 0.16% | – | 57 | 10.53% | 0.9 |
|
| 4679 |
4679
Aspirean Wealth
Mill Valley,
California
| $109M | +$1.57M | +1% | 0.05% | – | 20 | 10% | 0.7 |
|
| 4680 |
4680
Karras Company
Roy,
Utah
| $109M | -$1.2M | -1% | 0.13% | – | 66 | 9.09% | 0.7 |
|
| 4681 |
4681
Yanni & Associates Investment Advisors
Wexford,
Pennsylvania
| $109M | +$657K | +0.6% | 1.41% | – | 38 | 13.16% | 0.7 |
|
| 4682 |
4682
Unify Financial Advisors
Clearwater,
Florida
| $109M | +$725K | +0.7% | 1.7% | – | 95 | 14.74% | 0.7 |
|
| 4683 |
4683
CFG Wealth Management Services
Indianapolis,
Indiana
| $109M | +$2.43M | +2% | 2.54% | – | 173 | 64.16% | 0.3 |
|
| 4684 |
4684
Ramsey Quantitative Systems
Louisville,
Kentucky
| $109M | -$2.63M | -2% | 1.3% | 51.1% | 83 | 49.4% | 0.3 |
|
| 4685 |
4685
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| $109M | -$5.45M | -5% | 5.47% | 80.2% | 51 | 9.8% | 3.7 |
|
| 4686 |
4686
Zinnia Wealth Advisory
Ocala,
Florida
| $109M | +$10.6M | +11% | 2.56% | – | 115 | 22.61% | 0.6 |
|
| 4687 |
4687
PMG Family Office
Plano,
Texas
| $108M | -$394K | -0.4% | 1.58% | – | 117 | 6.84% | 0.9 |
|
| 4688 |
4688
Oregon Pacific Wealth Management
Medford,
Oregon
| $108M | +$1.28M | +1% | 0.15% | – | 128 | 21.09% | 1.1 |
|
| 4689 |
RFL
4689
RD Finance Ltd
Limassol,
Cyprus
| $108M | +$6.34M | +6% | 1.74% | – | 37 | 56.76% | 0.3 |
|
| 4690 |
4690
Mirabaud Asset Management
London,
United Kingdom
| $108M | -$12.6M | -10% | 1.71% | 136% | 49 | 100% | – |
|
| 4691 |
4691
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| $108M | -$67M | -38% | 0.22% | – | 104 | 50.96% | 1.4 |
|
| 4692 |
4692
Shelter Rock Management
Jericho,
New York
| $107M | +$4.29M | +4% | 1.45% | – | 42 | 19.05% | 0.6 |
|
| 4693 |
4693
Lubar & Co
Milwaukee,
Wisconsin
| $107M | -$19.2M | -15% | 14.3% | – | 3 | 0% | 9.1 |
|
| 4694 |
4694
Fullerton Advisors
Danville,
California
| $107M | +$273K | +0.3% | 0.18% | – | 56 | 7.14% | 0.7 |
|
| 4695 |
4695
Good Harbor Advisors
Gloucester,
Massachusetts
| $107M | +$4.96M | +5% | 1.51% | – | 92 | 9.78% | 0.7 |
|
| 4696 |
4696
Grange Capital
Beaverton,
Oregon
| $107M | -$1.65M | -2% | 2.34% | – | 55 | 12.73% | 1.3 |
|
| 4697 |
SG
4697
Sherry Group
Mountain Home,
Arkansas
| $107M | +$4.11M | +4% | 2.01% | – | 57 | 19.3% | 0.6 |
|
| 4698 |
4698
Ballast Financial Advisors
West Chester,
Pennsylvania
| $106M | -$4.33M | -4% | 0.49% | – | 74 | 8.11% | 0.7 |
|
| 4699 |
4699
Burkett Asset Management
Victoria,
| $106M | -$911K | -0.9% | 0.18% | – | 66 | 21.21% | 0.6 |
|
| 4700 |
SCCL
4700
Split Creek Capital LLC
Charlottesville,
Virginia
| $106M | -$2.25M | -2% | 0.96% | – | 149 | 20.13% | 0.6 |
|