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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, 2,069 funds (~23%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1951 |
1951
Barden Capital Management
Austin,
Texas
| $110M | +$1.57M | +1% | 1.21% | 80.1% | 58 | 8.62% | 3 |
|
| 1952 |
1952
Weber Capital Management
San Francisco,
California
| $110M | -$7.81M | -7% | 0.07% | – | 13 | 0% | 0.8 |
|
| 1953 |
1953
Kachkovsky & Fisher Inc
San Diego,
California
| $110M | +$5.55M | +5% | 2.34% | – | 74 | 16.22% | 0.2 |
|
| 1954 |
1954
American National Bank of Texas
Richardson,
Texas
| $109M | -$88.7K | -0.1% | 0.16% | – | 57 | 10.53% | 0.9 |
|
| 1955 |
1955
Karras Company
Roy,
Utah
| $109M | -$1.2M | -1% | 0.13% | – | 66 | 9.09% | 0.7 |
|
| 1956 |
1956
Yanni & Associates Investment Advisors
Wexford,
Pennsylvania
| $109M | +$657K | +0.6% | 1.41% | – | 38 | 13.16% | 0.7 |
|
| 1957 |
1957
CFG Wealth Management Services
Indianapolis,
Indiana
| $109M | +$2.43M | +2% | 2.54% | – | 173 | 64.16% | 0.3 |
|
| 1958 |
1958
PMG Family Office
Plano,
Texas
| $108M | -$394K | -0.4% | 1.58% | – | 117 | 6.84% | 0.9 |
|
| 1959 |
1959
Oregon Pacific Wealth Management
Medford,
Oregon
| $108M | +$1.28M | +1% | 0.15% | – | 128 | 21.09% | 1.1 |
|
| 1960 |
1960
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| $108M | -$67M | -38% | 0.22% | – | 104 | 50.96% | 1.4 |
|
| 1961 |
1961
Shelter Rock Management
Jericho,
New York
| $107M | +$4.29M | +4% | 1.45% | – | 42 | 19.05% | 0.6 |
|
| 1962 |
1962
Lubar & Co
Milwaukee,
Wisconsin
| $107M | -$19.2M | -15% | 14.3% | – | 3 | 0% | 9.1 |
|
| 1963 |
1963
Fullerton Advisors
Danville,
California
| $107M | +$273K | +0.3% | 0.18% | – | 56 | 7.14% | 0.7 |
|
| 1964 |
1964
Good Harbor Advisors
Gloucester,
Massachusetts
| $107M | +$4.96M | +5% | 1.51% | – | 92 | 9.78% | 0.7 |
|
| 1965 |
1965
Grange Capital
Beaverton,
Oregon
| $107M | -$1.65M | -2% | 2.34% | – | 55 | 12.73% | 1.3 |
|
| 1966 |
SG
1966
Sherry Group
Mountain Home,
Arkansas
| $107M | +$4.11M | +4% | 2.01% | – | 57 | 19.3% | 0.6 |
|
| 1967 |
1967
Burkett Asset Management
Victoria,
| $106M | -$911K | -0.9% | 0.18% | – | 66 | 21.21% | 0.6 |
|
| 1968 |
1968
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
| $106M | -$12.2M | -10% | 0.54% | – | 129 | 23.26% | 1.9 |
|
| 1969 |
PWM
1969
Puff Wealth Management
Haddonfield,
New Jersey
| $106M | +$7.85M | +8% | 0.94% | – | 83 | 10.84% | 1.2 |
|
| 1970 |
1970
Geremia Financial Services
Edison,
New Jersey
| $105M | +$10.5M | +11% | 0.88% | – | 9 | 0% | 0.7 |
|
| 1971 |
1971
Xena Financial Planning
Portland,
Oregon
| $105M | +$552K | +0.5% | 1.08% | – | 40 | 10% | 0.7 |
|
| 1972 |
CF
1972
Calder Financial
Downingtown,
Pennsylvania
| $105M | -$1.56M | -1% | 0.67% | – | 43 | 2.33% | 0.7 |
|
| 1973 |
1973
Surience Private Wealth
Yakima,
Washington
| $104M | -$9.5M | -8% | 0.47% | 169% | 64 | 62.5% | 0.4 |
|
| 1974 |
1974
Q Fund Management (Hong Kong)
Hong Kong,
| $104M | -$5.52M | -5% | 9.72% | – | 42 | 47.62% | 0.4 |
|
| 1975 |
1975
Succession Financial
Mckinney,
Texas
| $104M | -$1.23M | -1% | 2.69% | – | 55 | 21.82% | 0.2 |
|