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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, 3,050 funds (~35%) 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
AT
2551
Adelphi Trust
Florida
$151M +$27.8M +23% 14.4% 125 24.8%
PAG
2552
Paladin Advisory Group
Iowa
$151M +$19.1M +15% 17.9% 71.9% 245 2.45%
SGC
2553
Slocum, Gordon & Co
Rhode Island
$151M +$3.57M +2% 3.15% 55.2% 75 21.33%
SFGM
2554
Stonebridge Financial Group (Missouri)
Missouri
$151M +$31.9M +27% 22.9% 183 16.39%
RYA
2555
Richard Young Associates
Georgia
$150M +$18.8M +14% 13.2% 31 25.81%
LFS
2556
Leibman Financial Services
Nebraska
$150M +$14.2M +10% 10.7% 53 20.75%
SPWM
2557
Spartan Planning & Wealth Management
North Carolina
$150M +$15.1M +11% 19.5% 88 36.36%
NMCM
2558
Nicholson Meyer Capital Management
Missouri
$150M +$19.8M +15% 15.4% 46 8.7%
PJC
2559
Phillip James Consulting
Minnesota
$150M +$17.8M +13% 11.3% 476 52.52%
PIC
2560
Platt Investment Counsel
Florida
$149M +$19.4M +15% 14.7% 58.9% 14 7.14%
HRC
2561
Hoertkorn Richard Charles
$149M +$27.3M +22% 53% 172% 78 12.82%
PHIC
2562
Pine Haven Investment Counsel
Massachusetts
$149M +$12.8M +9% 13.8% 72.1% 117 3.42%
JCM
2563
J2 Capital Management
Michigan
$149M +$2.89M +2% 5.92% 141 30.5%
CTA
2564
Camelot Technology Advisors
California
$149M +$10.8M +8% 10.9% 62 6.45%
SIA
2565
Sage Investment Advisers
New York
$149M +$13.6M +10% 7.89% 100 13%
FAI
2566
Fiduciary Advisors Inc
Missouri
$149M +$15.5M +12% 10.2% 157 24.2%
SCFS
2567
Stewardship Concepts Financial Services
Washington
$149M +$21M +16% 9.68% 72 16.67%
HLA
2568
Hamilton Lane Advisors
Pennsylvania
$149M +$8.64M +6% 9.11% 187% 23 52.17%
WA
2569
Whipplewood Advisors
Colorado
$149M -$44.1M -23% 7.96% 1,070 41.03%
AAG
2570
Accordant Advisory Group
Maryland
$148M -$13.1M -8% 10.6% 252 9.52%
VIS
2571
Vertex Investment Solutions
$148M +$61.7M +71% 3.73% 29 24.14%
PLC
2572
Peapod Lane Capital
New York
$148M +$26.3M +22% 27.7% 69 21.74%
PSB
2573
Piscataqua Savings Bank
New Hampshire
$148M +$5.82M +4% 16.4% 85.5% 431 7.89%
PWM
2574
Partnership Wealth Management
Maryland
$148M +$16.8M +13% 15.6% 68 4.41%
TWPM
2575
Total Wealth Planning & Management
Florida
$148M +$12.5M +9% 20.5% 238 25.21%