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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, 7,143 funds (~80%) 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)
PCM
6326
Potomac Capital Management
New York
$129M -$17.4M -12% 10.8% – 86 31.4% 1.5
Integrity Wealth Partners
6327
Integrity Wealth Partners
California
$129M – – 1.57% – 103 – 0.5
Tribridge Partners Financial
6328
Tribridge Partners Financial
Maryland
$129M -$126M -49% 0.18% – 86 38.37% 1.1
Blue Line Capital
6329
Blue Line Capital
Illinois
$129M +$8.88M +7% 6.56% – 96 35.42% 0.6
Pandowealth
6330
Pandowealth
Georgia
$129M +$7.26M +6% 0.06% – 30 50% 0.4
Argus Investors Counsel
6331
Argus Investors Counsel
New York
$129M -$1.23M -0.9% 2.13% 132% 115 15.65% 5.5
Platt Wealth Management
6332
Platt Wealth Management
California
$129M +$4.16M +3% 0.64% – 66 16.67% 0.6
Frisco Financial Planning
6333
Frisco Financial Planning
Texas
$129M -$4.18M -3% 3.15% – 34 14.71% 1.2
C2C Wealth Management
6334
C2C Wealth Management
Arizona
$128M +$790K +0.6% 3.62% 77.2% 97 9.28% 3.7
MSK
6335
Melissa S. Kampmann
$128M -$3.95M -3% 2.89% 82.1% 44 9.09% 2.5
Bristlecone Value Partners
6336
Bristlecone Value Partners
California
$128M +$3.98M +3% 1.59% – 78 16.67% 0.6
RWIA
6337
Roger Wittlin Investment Advisory
California
$128M +$985K +0.8% 0.93% 61.3% 48 14.58% 2.5
Cornerstone Financial Management
6338
Cornerstone Financial Management
Massachusetts
$128M +$3.55M +3% 0.09% – 2,126 33.02% 0.4
BI
6339
BluePrint Investing
California
$128M -$5.58M -4% 0.38% – 26 3.85% 0.8
Purewater Capital
6340
Purewater Capital
Texas
$128M -$10.4M -7% 7.41% – 70 30% 0.4
Graham Capital Wealth Management
6341
Graham Capital Wealth Management
District of Columbia
$128M -$1.19M -0.9% 3.43% 50.6% 66 21.21% 1.7
Financial Concepts Unlimited
6342
Financial Concepts Unlimited
Maine
$128M +$371K +0.3% 0.58% – 44 6.82% 0.5
WWMP
6343
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$128M +$3.96M +3% 0.76% – 117 28.21% 0.6
DWM Financial Group
6344
DWM Financial Group
Illinois
$128M +$15.5M +14% 0.41% – 68 45.59% 0.8
AK Global Asset Management
6345
AK Global Asset Management
California
$128M +$9.6M +8% 11.1% – 30 20% 0.6
PIA
6346
Prudent Investor Advisors
California
$128M – – 0.71% – 34 – 0
Frankly Finances
6347
Frankly Finances
Florida
$128M +$1.1M +0.9% 1.08% – 91 1.1% 0.6
NWM Advisors
6348
NWM Advisors
California
$128M +$630K +0.5% 2.23% – 23 8.7% 0.7
Advocate Investing Services
6349
Advocate Investing Services
Maryland
$128M -$2.28M -2% 1.27% – 472 7.42% 0.7
TLC
6350
True Light Capital
$127M -$24.4M -16% 1.44% – 8 0% 0.8