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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, 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.

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