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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, 4,681 funds (~52%) 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)
AK Global Asset Management
4176
AK Global Asset Management
California
$128M +$9.6M +8% 11.1% – 30 20% 0.6
PIA
4177
Prudent Investor Advisors
California
$128M – – 0.71% – 34 – 0
Frankly Finances
4178
Frankly Finances
Florida
$128M +$1.1M +0.9% 1.08% – 91 1.1% 0.6
Advocate Investing Services
4179
Advocate Investing Services
Maryland
$128M -$2.28M -2% 1.27% – 472 7.42% 0.7
TLC
4180
True Light Capital
$127M -$24.4M -16% 1.44% – 8 0% 0.8
GH
4181
GLP Holdings
Georgia
$127M +$15.9M +14% 14.4% – 4 0% 0.8
Putney Financial Group
4182
Putney Financial Group
California
$127M +$16M +14% 7.72% – 299 73.91% 0.4
Investment Management Corporation
4183
Investment Management Corporation
Virginia
$127M +$7.18M +6% 0.77% – 60 18.33% 1.2
Graetz Wealth
4184
Graetz Wealth
Michigan
$127M +$1.44M +1% 0.53% – 90 13.33% 0.6
Topor & Co Korea
4185
Topor & Co Korea
$127M -$76.7K -0.1% 0.43% – 19 0% 0.7
Garda Capital Partners
4186
Garda Capital Partners
Minnesota
$127M -$159M -56% 31.2% 34.1% 15 86.67% 0.1
Medicxi Ventures Management
4187
Medicxi Ventures Management
Jersey
$127M -$50.8M -29% 27.7% 369% 3 0% 5.1
Andrew Hill Investment Advisors
4188
Andrew Hill Investment Advisors
Florida
$127M -$8.17M -6% 6.39% 269% 72 40.28% 1.2
Mission Financial Group
4189
Mission Financial Group
Nevada
$127M +$6.01M +5% 2.3% – 170 15.29% 3.4
Kassira Wealth Management
4190
Kassira Wealth Management
Tennessee
$127M +$1.83M +1% 0.55% – 69 13.04% 0.8
John Boyer Inc
4191
John Boyer Inc
Florida
$126M +$11.1M +10% 0.38% – 227 82.82% 0.2
AA
4192
AF Advisors
California
$126M -$77.2M -38% 30.3% 14.8% 33 15.15% 2.8
High Point Wealth Management
4193
High Point Wealth Management
New Jersey
$126M +$4.14M +3% 1.8% – 304 18.75% 0.6
MeadowBrook Investment Advisors
4194
MeadowBrook Investment Advisors
Michigan
$126M +$125K +0.1% 2.25% 81.5% 201 5.97% 2.2
Stegent Equity Advisors
4195
Stegent Equity Advisors
Texas
$126M -$13.3M -10% 3.64% 96.4% 124 34.68% 2.2
TenCore Partners
4196
TenCore Partners
New York
$126M -$2.23M -2% 16.5% 78.4% 16 12.5% 3.4
Chapman Investment Management
4197
Chapman Investment Management
California
$126M +$4.92M +4% 7.09% 57.3% 57 100% 0
Baer Investment Advisory
4198
Baer Investment Advisory
California
$126M +$6.52M +5% 8.45% – 66 36.36% 0.8
AmeriServ Wealth Advisors
4199
AmeriServ Wealth Advisors
Pennsylvania
$126M -$24.3M -16% 1.81% – 55 10.91% 4
Fulcrum Equity Management
4200
Fulcrum Equity Management
Texas
$126M -$10.5M -8% 0.99% 116% 166 33.73% 1.5