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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, 1,863 funds (~21%) 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)
TIP
1676
Tandem Investment Partners
New Jersey
$129M -$337K -0.3% 1.56% – 77 2.6% 1.5
IWP
1677
Integrity Wealth Partners
California
$129M – – 1.57% – 103 – 0.5
AIC
1678
Argus Investors Counsel
New York
$129M -$1.23M -0.9% 2.13% 132% 115 15.65% 5.5
FFP
1679
Frisco Financial Planning
Texas
$129M -$4.18M -3% 3.15% – 34 14.71% 1.2
CWM
1680
C2C Wealth Management
Arizona
$128M +$790K +0.6% 3.62% 77.2% 97 9.28% 3.7
RWIA
1681
Roger Wittlin Investment Advisory
California
$128M +$985K +0.8% 0.93% 61.3% 48 14.58% 2.5
BI
1682
BluePrint Investing
California
$128M -$5.58M -4% 0.38% – 26 3.85% 0.8
WWMP
1683
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$128M +$3.96M +3% 0.76% – 117 28.21% 0.6
GH
1684
GLP Holdings
Georgia
$127M +$15.9M +14% 14.4% – 4 0% 0.8
SEA
1685
Stegent Equity Advisors
Texas
$126M -$13.3M -10% 3.64% 96.4% 124 34.68% 2.2
BIA
1686
Baer Investment Advisory
California
$126M +$6.52M +5% 8.45% – 66 36.36% 0.8
CIM
1687
CenturyLink Investment Management
Colorado
$126M -$3.22M -2% 2.37% – 3 0% 1.9
MFG
1688
Mann Financial Group
Minnesota
$125M +$5.67M +5% 0.21% – 47 27.66% 0.7
PA
1689
Powerhouse Assets
Massachusetts
$125M +$1.92M +2% 0.72% – 57 5.26% 0.7
DFC
1690
DBK Financial Counsel
Ohio
$125M +$5.34M +4% 0.06% 58.1% 59 8.47% 3.2
FGC
1691
First Growth Capital
Maryland
$124M -$7.72M -6% 4.12% – 147 14.29% 0.6
IWC
1692
Infinity Wealth Counsel
Ohio
$124M +$256K +0.2% 0.56% – 67 7.46% 1.5
MGI
1693
Miller Global Investments
Texas
$124M +$3.28M +3% 3.44% – 338 15.98% 0.6
PIS
1694
POM Investment Strategies
North Carolina
$124M +$35.6M +40% 1.58% 67.9% 425 22.82% 0.9
WIM
1695
Waycross Investment Management
Washington
$124M -$7.55M -6% 0.31% 49.6% 61 8.2% 1.9
MPIA
1696
Milestones Private Investment Advisors
New York
$123M -$2.23M -2% 0.06% – 78 7.69% 1.2
WC
1697
Wolfstich Capital
Massachusetts
$123M -$6.32M -5% 1.99% – 24 33.33% 0.8
SAM
1698
Smith Asset Management
Florida
$123M -$4.38M -3% 3.63% – 75 9.33% 1.5
HCM
1699
Hicks Capital Management
Ohio
$122M $0 0% 0.94% – 39 0% 1
HWM
1700
Hobbs Wealth Management
Indiana
$122M +$3.58M +3% 0.35% – 23 8.7% 1.3