We are live on ! Find out more

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.

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