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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, 1,863 funds (~21%) 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)
HGP
1751
Haven Global Partners
Georgia
$112M -$18.3M -14% 1.12% – 9 11.11% 1.2
PGWA
1752
Plus Group Wealth Advisors
Wisconsin
$112M +$5.48M +5% 0.93% – 54 16.67% 0.6
AWMA
1753
Arbor Wealth Management (Arizona)
Arizona
$112M -$874K -0.8% 0.43% – 27 18.52% 0.7
UWM
1754
Urban Wealth Management
California
$112M -$3.09M -3% 2.45% – 118 17.8% 1.5
OCM
1755
Objective Capital Management
Ohio
$112M -$1.06M -0.9% 1.78% – 111 18.02% 2.7
DI
1756
Decision Investments
California
$110M +$523K +0.5% 2.62% – 155 9.68% 0.7
BCM
1757
Barden Capital Management
Texas
$110M +$1.57M +1% 1.21% 80.1% 58 8.62% 3
WCM
1758
Weber Capital Management
California
$110M -$7.81M -7% 0.07% – 13 0% 0.8
ANBOT
1759
American National Bank of Texas
Texas
$109M -$88.7K -0.1% 0.16% – 57 10.53% 0.9
KC
1760
Karras Company
Utah
$109M -$1.2M -1% 0.13% – 66 9.09% 0.7
YAIA
1761
Yanni & Associates Investment Advisors
Pennsylvania
$109M +$657K +0.6% 1.41% – 38 13.16% 0.7
PFO
1762
PMG Family Office
Texas
$108M -$394K -0.4% 1.58% – 117 6.84% 0.9
OPWM
1763
Oregon Pacific Wealth Management
Oregon
$108M +$1.28M +1% 0.15% – 128 21.09% 1.1
CWA
1764
CogentBlue Wealth Advisors
Tennessee
$108M -$67M -38% 0.22% – 104 50.96% 1.4
SRM
1765
Shelter Rock Management
New York
$107M +$4.29M +4% 1.45% – 42 19.05% 0.6
LC
1766
Lubar & Co
Wisconsin
$107M -$19.2M -15% 14.3% – 3 0% 9.1
FA
1767
Fullerton Advisors
California
$107M +$273K +0.3% 0.18% – 56 7.14% 0.7
GHA
1768
Good Harbor Advisors
Massachusetts
$107M +$4.96M +5% 1.51% – 92 9.78% 0.7
GC
1769
Grange Capital
Oregon
$107M -$1.65M -2% 2.34% – 55 12.73% 1.3
SG
1770
Sherry Group
Arkansas
$107M +$4.11M +4% 2.01% – 57 19.3% 0.6
BAM
1771
Burkett Asset Management
$106M -$911K -0.9% 0.18% – 66 21.21% 0.6
KCIA
1772
Kingsbury Capital Investment Advisors
Illinois
$106M -$12.2M -10% 0.54% – 129 23.26% 1.9
PWM
1773
Puff Wealth Management
New Jersey
$106M +$7.85M +8% 0.94% – 83 10.84% 1.2
GFS
1774
Geremia Financial Services
New Jersey
$105M +$10.5M +11% 0.88% – 9 0% 0.7
XFP
1775
Xena Financial Planning
Oregon
$105M +$552K +0.5% 1.08% – 40 10% 0.7