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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, 4,696 funds (~53%) 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)
Blue Line Capital
4176
Blue Line Capital
Illinois
$129M +$8.88M +7% 6.56% – 96 35.42% 0.6
Argus Investors Counsel
4177
Argus Investors Counsel
New York
$129M -$1.23M -0.9% 2.13% 132% 115 15.65% 5.5
Platt Wealth Management
4178
Platt Wealth Management
California
$129M +$4.16M +3% 0.64% – 66 16.67% 0.6
Frisco Financial Planning
4179
Frisco Financial Planning
Texas
$129M -$4.18M -3% 3.15% – 34 14.71% 1.2
C2C Wealth Management
4180
C2C Wealth Management
Arizona
$128M +$790K +0.6% 3.62% 77.2% 97 9.28% 3.7
MSK
4181
Melissa S. Kampmann
$128M -$3.95M -3% 2.89% 82.1% 44 9.09% 2.5
RWIA
4182
Roger Wittlin Investment Advisory
California
$128M +$985K +0.8% 0.93% 61.3% 48 14.58% 2.5
BI
4183
BluePrint Investing
California
$128M -$5.58M -4% 0.38% – 26 3.85% 0.8
Purewater Capital
4184
Purewater Capital
Texas
$128M -$10.4M -7% 7.41% – 70 30% 0.4
Graham Capital Wealth Management
4185
Graham Capital Wealth Management
District of Columbia
$128M -$1.19M -0.9% 3.43% 50.6% 66 21.21% 1.7
Financial Concepts Unlimited
4186
Financial Concepts Unlimited
Maine
$128M +$371K +0.3% 0.58% – 44 6.82% 0.5
WWMP
4187
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$128M +$3.96M +3% 0.76% – 117 28.21% 0.6
DWM Financial Group
4188
DWM Financial Group
Illinois
$128M +$15.5M +14% 0.41% – 68 45.59% 0.8
AK Global Asset Management
4189
AK Global Asset Management
California
$128M +$9.6M +8% 11.1% – 30 20% 0.6
PIA
4190
Prudent Investor Advisors
California
$128M – – 0.71% – 34 – 0
Frankly Finances
4191
Frankly Finances
Florida
$128M +$1.1M +0.9% 1.08% – 91 1.1% 0.6
Advocate Investing Services
4192
Advocate Investing Services
Maryland
$128M -$2.28M -2% 1.27% – 472 7.42% 0.7
TLC
4193
True Light Capital
$127M -$24.4M -16% 1.44% – 8 0% 0.8
GH
4194
GLP Holdings
Georgia
$127M +$15.9M +14% 14.4% – 4 0% 0.8
Putney Financial Group
4195
Putney Financial Group
California
$127M +$16M +14% 7.72% – 299 73.91% 0.4
Investment Management Corporation
4196
Investment Management Corporation
Virginia
$127M +$7.18M +6% 0.77% – 60 18.33% 1.2
Graetz Wealth
4197
Graetz Wealth
Michigan
$127M +$1.44M +1% 0.53% – 90 13.33% 0.6
Topor & Co Korea
4198
Topor & Co Korea
$127M -$76.7K -0.1% 0.43% – 19 0% 0.7
Garda Capital Partners
4199
Garda Capital Partners
Minnesota
$127M -$159M -56% 31.2% 34.1% 15 86.67% 0.1
Medicxi Ventures Management
4200
Medicxi Ventures Management
Jersey
$127M -$50.8M -29% 27.7% 369% 3 0% 5.1