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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Live Disclosures

Portfolio disclosures for 2026 Q2 are currently underway and will close on August 14th. As of this moment, 3,264 funds (~37%) 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
SRB
2476
Shotwell Rutter Baer
Michigan
$182M +$11.9M +7% 8.2% 38 0%
BFP
2477
Brewster Financial Planning
New York
$182M +$16.8M +10% 9.26% 40.8% 30 13.33%
PW
2478
PUREfi Wealth
Massachusetts
$182M +$29.4M +19% 16.1% 222 21.62%
EWA
2479
EQ Wealth Advisors
Texas
$182M +$11M +6% 5.54% 57 5.26%
TFG
2480
Taylor Financial Group
Virginia
$182M +$16.9M +10% 13.8% 105 7.62%
WMWM
2481
Wilkins Miller Wealth Management
Alabama
$182M +$16.5M +10% 9.49% 96 8.33%
DJFS
2482
Dean Jacobson Financial Services
Texas
$182M +$19M +12% 11.9% 55.7% 22 4.55%
BF
2483
Baring Financial
Washington
$182M +$18.2M +11% 13.2% 87 18.39%
FWP
2484
Fiduciary Wealth Partners
Massachusetts
$182M +$28.9M +19% 13.3% 70 15.71%
HCWM
2485
Hidden Cove Wealth Management
Washington
$182M +$25.9M +17% 15.5% 143 30.77%
SBLIC
2486
Security Benefit Life Insurance Company
Kansas
$182M -$8.81M -5% 2.74% 60.6% 20 10%
FHC
2487
Fort Henry Capital
West Virginia
$182M +$16.2M +10% 9.57% 37% 17 0%
RWS
2488
Retirement Wealth Solutions
Wisconsin
$181M +$22.9M +14% 13% 852 8.69%
DWMS
2489
Dominguez Wealth Management Solutions
Virginia
$181M +$16.5M +10% 11.3% 47.2% 76 13.16%
AH
2490
Addis & Hill
Pennsylvania
$181M +$17M +10% 13% 29 6.9%
CC
2491
Clearwave Capital
California
$181M +$35.1M +24% 26% 169 15.38%
CAP
2492
Columbia Advisory Partners
Washington
$181M +$24.7M +16% 15.2% 63.7% 113 20.35%
ASG
2493
Ariston Services Group
California
$181M +$14.1M +8% 9.49% 70 100%
IP
2494
Integras Partners
Georgia
$181M +$29M +19% 12.5% 101 32.67%
NWM
2495
Nova Wealth Management
Florida
$181M +$27.6M +18% 19% 621 20.45%
DF
2496
Daviman Financial
Indiana
$181M +$12M +7% 13.6% 94 12.77%
NWM
2497
Nolet Wealth Management
Texas
$181M +$5.39M +3% 16.5% 119 28.57%
CFG
2498
Clayton Financial Group
Missouri
$181M -$13.8M -7% 14.4% 614 89.41%
AMAL
2499
Asset Management Advisors LLC
Oklahoma
$181M +$15.5M +9% 30.7% 124% 19 10.53%
RWS
2500
Rochester Wealth Strategies
Michigan
$181M +$15.7M +10% 8.65% 29 24.14%