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, 5,393 funds (~60%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
4776
EDMP Inc
Lutz,
Florida
| $130M | +$5.31M | +4% | 1.73% | 78% | 75 | 8% | 4.3 |
|
| 4777 |
4777
KW Wealth Management
Sacramento,
California
| $130M | – | – | 4.06% | – | 79 | – | 0.9 |
|
| 4778 |
4778
Tandem Investment Partners
Bordentown,
New Jersey
| $129M | -$337K | -0.3% | 1.56% | – | 77 | 2.6% | 1.5 |
|
| 4779 |
4779
Ativo Capital Management
Chicago,
Illinois
| $129M | -$1.21M | -0.9% | 0.18% | 63.2% | 61 | 18.03% | 2.1 |
|
| 4780 |
4780
Corps Capital Advisors
Southlake,
Texas
| $129M | +$5.33M | +4% | 8.16% | – | 102 | 8.82% | 1.1 |
|
| 4781 |
4781
Cedrus Wealth Group LLC
Andover,
Minnesota
| $129M | +$14.8M | +13% | 0.1% | – | 55 | 9.09% | 0.5 |
|
| 4782 |
4782
Orca Investment Management
Roseburg,
Oregon
| $129M | -$8.53M | -6% | 3.35% | 139% | 62 | 12.9% | 8.4 |
|
| 4783 |
4783
Integrity Wealth Partners
Walnut Creek,
California
| $129M | – | – | 1.57% | – | 103 | – | 0.5 |
|
| 4784 |
4784
Tribridge Partners Financial
Columbia,
Maryland
| $129M | -$126M | -49% | 0.18% | – | 86 | 38.37% | 1.1 |
|
| 4785 |
4785
Blue Line Capital
Chicago,
Illinois
| $129M | +$8.88M | +7% | 6.56% | – | 96 | 35.42% | 0.6 |
|
| 4786 |
4786
Pandowealth
Peachtree City,
Georgia
| $129M | +$7.26M | +6% | 0.06% | – | 30 | 50% | 0.4 |
|
| 4787 |
4787
Argus Investors Counsel
New York
| $129M | -$1.23M | -0.9% | 2.13% | 132% | 115 | 15.65% | 5.5 |
|
| 4788 |
4788
Platt Wealth Management
San Diego,
California
| $129M | +$4.16M | +3% | 0.64% | – | 66 | 16.67% | 0.6 |
|
| 4789 |
4789
Frisco Financial Planning
Frisco,
Texas
| $129M | -$4.18M | -3% | 3.15% | – | 34 | 14.71% | 1.2 |
|
| 4790 |
4790
C2C Wealth Management
Scottsdale,
Arizona
| $128M | +$790K | +0.6% | 3.62% | 77.2% | 97 | 9.28% | 3.7 |
|
| 4791 |
MSK
4791
Melissa S. Kampmann
| $128M | -$3.95M | -3% | 2.89% | 82.1% | 44 | 9.09% | 2.5 |
|
| 4792 |
RWIA
4792
Roger Wittlin Investment Advisory
San Francisco,
California
| $128M | +$985K | +0.8% | 0.93% | 61.3% | 48 | 14.58% | 2.5 |
|
| 4793 |
4793
Cornerstone Financial Management
Burlington,
Massachusetts
| $128M | +$3.55M | +3% | 0.09% | – | 2,126 | 33.02% | 0.4 |
|
| 4794 |
BI
4794
BluePrint Investing
San Francisco,
California
| $128M | -$5.58M | -4% | 0.38% | – | 26 | 3.85% | 0.8 |
|
| 4795 |
4795
Purewater Capital
Fort Worth,
Texas
| $128M | -$10.4M | -7% | 7.41% | – | 70 | 30% | 0.4 |
|
| 4796 |
4796
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
| $128M | -$1.19M | -0.9% | 3.43% | 50.6% | 66 | 21.21% | 1.7 |
|
| 4797 |
4797
Financial Concepts Unlimited
Centreville,
Maine
| $128M | +$371K | +0.3% | 0.58% | – | 44 | 6.82% | 0.5 |
|
| 4798 |
WWMP
4798
Wagner Wealth Management (Pennsylvania)
Conyngham,
Pennsylvania
| $128M | +$3.96M | +3% | 0.76% | – | 117 | 28.21% | 0.6 |
|
| 4799 |
4799
DWM Financial Group
Palatine,
Illinois
| $128M | +$15.5M | +14% | 0.41% | – | 68 | 45.59% | 0.8 |
|
| 4800 |
4800
AK Global Asset Management
Oakland,
California
| $128M | +$9.6M | +8% | 11.1% | – | 30 | 20% | 0.6 |
|