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