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