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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, 3,966 funds (~44%) 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)
Frankly Finances
3551
Frankly Finances
Florida
$128M +$1.1M +0.9% 1.08% – 91 1.1% 0.6
Advocate Investing Services
3552
Advocate Investing Services
Maryland
$128M -$2.28M -2% 1.27% – 472 7.42% 0.7
GH
3553
GLP Holdings
Georgia
$127M +$15.9M +14% 14.4% – 4 0% 0.8
Putney Financial Group
3554
Putney Financial Group
California
$127M +$16M +14% 7.72% – 299 73.91% 0.4
Investment Management Corporation
3555
Investment Management Corporation
Virginia
$127M +$7.18M +6% 0.77% – 60 18.33% 1.2
Graetz Wealth
3556
Graetz Wealth
Michigan
$127M +$1.44M +1% 0.53% – 90 13.33% 0.6
Topor & Co Korea
3557
Topor & Co Korea
$127M -$76.7K -0.1% 0.43% – 19 0% 0.7
Medicxi Ventures Management
3558
Medicxi Ventures Management
Jersey
$127M -$50.8M -29% 27.7% 369% 3 0% 5.1
Andrew Hill Investment Advisors
3559
Andrew Hill Investment Advisors
Florida
$127M -$8.17M -6% 6.39% 269% 72 40.28% 1.2
Mission Financial Group
3560
Mission Financial Group
Nevada
$127M +$6.01M +5% 2.3% – 170 15.29% 3.4
Kassira Wealth Management
3561
Kassira Wealth Management
Tennessee
$127M +$1.83M +1% 0.55% – 69 13.04% 0.8
John Boyer Inc
3562
John Boyer Inc
Florida
$126M +$11.1M +10% 0.38% – 227 82.82% 0.2
MeadowBrook Investment Advisors
3563
MeadowBrook Investment Advisors
Michigan
$126M +$125K +0.1% 2.25% 81.5% 201 5.97% 2.2
Stegent Equity Advisors
3564
Stegent Equity Advisors
Texas
$126M -$13.3M -10% 3.64% 96.4% 124 34.68% 2.2
Chapman Investment Management
3565
Chapman Investment Management
California
$126M +$4.92M +4% 7.09% 57.3% 57 100% 0
Baer Investment Advisory
3566
Baer Investment Advisory
California
$126M +$6.52M +5% 8.45% – 66 36.36% 0.8
AmeriServ Wealth Advisors
3567
AmeriServ Wealth Advisors
Pennsylvania
$126M -$24.3M -16% 1.81% – 55 10.91% 4
Fulcrum Equity Management
3568
Fulcrum Equity Management
Texas
$126M -$10.5M -8% 0.99% 116% 166 33.73% 1.5
CenturyLink Investment Management
3569
CenturyLink Investment Management
Colorado
$126M -$3.22M -2% 2.37% – 3 0% 1.9
KDK Private Wealth Management
3570
KDK Private Wealth Management
Texas
$126M +$5.06M +4% 4.44% – 58 1.72% 1.6
Kennebec Savings Bank
3571
Kennebec Savings Bank
Maine
$126M +$976K +0.8% 4.29% – 284 7.39% 1.7
Kelsey Financial
3572
Kelsey Financial
California
$125M -$6.42M -5% 0.59% – 67 8.96% 0.7
Life Planning Partners
3573
Life Planning Partners
Florida
$125M -$9.29M -7% 0.73% 50.3% 72 5.56% 3.7
Mann Financial Group
3574
Mann Financial Group
Minnesota
$125M +$5.67M +5% 0.21% – 47 27.66% 0.7
Boyer Financial Services
3575
Boyer Financial Services
California
$125M +$6.51M +5% 1.87% – 64 15.63% 0.5