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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, 6,148 funds (~69%) 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)
Decision Investments
5701
Decision Investments
California
$110M +$523K +0.5% 2.62% – 155 9.68% 0.7
Michael Brady & Co
5702
Michael Brady & Co
Ohio
$110M -$3.14M -3% 1.01% – 58 5.17% 0.7
Barden Capital Management
5703
Barden Capital Management
Texas
$110M +$1.57M +1% 1.21% 80.1% 58 8.62% 3
Board of the Pension Protection Fund
5704
Board of the Pension Protection Fund
United Kingdom
$110M +$4.4M +4% 0.13% – 256 60.55% 0.3
Deer Park Road Corp
5705
Deer Park Road Corp
Colorado
$110M +$85.3M +347% 52.9% 55.9% 6 16.67% 3.5
Weber Capital Management
5706
Weber Capital Management
California
$110M -$7.81M -7% 0.07% – 13 0% 0.8
Kachkovsky & Fisher Inc
5707
Kachkovsky & Fisher Inc
California
$110M +$5.55M +5% 2.34% – 74 16.22% 0.2
American National Bank of Texas
5708
American National Bank of Texas
Texas
$109M -$88.7K -0.1% 0.16% – 57 10.53% 0.9
Entelevest
5709
Entelevest
Florida
$109M -$7.76M -7% 0.45% – 169 24.85% 0.5
Aspirean Wealth
5710
Aspirean Wealth
California
$109M +$1.57M +1% 0.05% – 20 10% 0.7
Karras Company
5711
Karras Company
Utah
$109M -$1.2M -1% 0.13% – 66 9.09% 0.7
Yanni & Associates Investment Advisors
5712
Yanni & Associates Investment Advisors
Pennsylvania
$109M +$657K +0.6% 1.41% – 38 13.16% 0.7
Unify Financial Advisors
5713
Unify Financial Advisors
Florida
$109M +$725K +0.7% 1.7% – 95 14.74% 0.7
MFC
5714
Miramar Fiduciary Corp
Nevada
$109M +$7.85M +8% 0.92% 67.7% 5 0% 4.8
CFG Wealth Management Services
5715
CFG Wealth Management Services
Indiana
$109M +$2.43M +2% 2.54% – 173 64.16% 0.3
Ramsey Quantitative Systems
5716
Ramsey Quantitative Systems
Kentucky
$109M -$2.63M -2% 1.3% 51.1% 83 49.4% 0.3
Rosenthal Henry Capital Advisors
5717
Rosenthal Henry Capital Advisors
Indiana
$109M -$5.45M -5% 5.47% 80.2% 51 9.8% 3.7
Zinnia Wealth Advisory
5718
Zinnia Wealth Advisory
Florida
$109M +$10.6M +11% 2.56% – 115 22.61% 0.6
PMG Family Office
5719
PMG Family Office
Texas
$108M -$394K -0.4% 1.58% – 117 6.84% 0.9
Oregon Pacific Wealth Management
5720
Oregon Pacific Wealth Management
Oregon
$108M +$1.28M +1% 0.15% – 128 21.09% 1.1
RFL
5721
RD Finance Ltd
Cyprus
$108M +$6.34M +6% 1.74% – 37 56.76% 0.3
Mirabaud Asset Management
5722
Mirabaud Asset Management
United Kingdom
$108M -$12.6M -10% 1.71% 136% 49 100% –
CogentBlue Wealth Advisors
5723
CogentBlue Wealth Advisors
Tennessee
$108M -$67M -38% 0.22% – 104 50.96% 1.4
Shelter Rock Management
5724
Shelter Rock Management
New York
$107M +$4.29M +4% 1.45% – 42 19.05% 0.6
Lubar & Co
5725
Lubar & Co
Wisconsin
$107M -$19.2M -15% 14.3% – 3 0% 9.1