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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
BSTWA
2576
Blake Schutter Theil Wealth Advisors
Ohio
$148M +$25.1M +20% 10.1% 116 9.48%
RLWM
2577
RF&L Wealth Management
Massachusetts
$148M +$14.2M +11% 12% 69.9% 54 11.11%
LC
2578
Lawood & Co
Pennsylvania
$148M +$39.9M +37% 19% 99 13.13%
VCWA
2579
Vanguard Capital Wealth Advisors
Colorado
$148M +$39.5M +37% 48.7% 225% 152 34.21%
TR
2580
Tepp RIA
New Jersey
$147M +$19.8M +16% 14.9% 54 33.33%
DCM
2581
Dorato Capital Management
Colorado
$147M +$12M +9% 16.1% 259 3.86%
RTM
2582
Red Tree Management
California
$147M +$35.5M +32% 35% 3 0%
SA
2583
Sincerus Advisory
New York
$147M +$15.3M +12% 12% 82 8.54%
MWA
2584
Madson Wealth Advisors
California
$147M +$26.9M +22% 15.6% 100 19%
WW
2585
Winnow Wealth
Texas
$147M +$17.4M +13% 14.8% 138 11.59%
KWM
2586
Koa Wealth Management
California
$147M +$8.74M +6% 6.82% 60 16.67%
SCM
2587
Saber Capital Management
North Carolina
$147M +$12.4M +9% 17% 40 20%
CCP
2588
Crocodile Capital Partners
Germany
$147M +$7.26M +5% 9.49% 190% 12 0%
MVF
2589
Markin Volterra Fund
New York
$147M +$81.9M +126% 99% 71 54.93%
FC
2590
Fjell Capital
North Dakota
$147M +$16.6M +13% 19.3% 70 8.57%
SGWP
2591
Sun Group Wealth Partners
California
$147M +$19.4M +15% 21.9% 87 22.99%
GIM
2592
Guild Investment Management
California
$146M +$6.49M +5% 7.29% 101% 64 34.38%
MFN
2593
Midwest Financial Network
Illinois
$146M +$20.6M +16% 9.18% 106 23.58%
IVP
2594
Intrinsic Value Partners
Arizona
$146M +$16.6M +13% 15.7% 126% 73 5.48%
CRA
2595
Clear Retirement Advice
California
$146M +$18.7M +15% 8.46% 54 0%
DG
2596
DMC Group
Alabama
$146M -$2.06M -1% 24.9% 99.2% 154 25.32%
AFA
2597
Antonelli Financial Advisors
Michigan
$146M +$1.13M +0.8% 17.1% 57 15.79%
SRPTWM
2598
Split Rock Private Trading & Wealth Management
Minnesota
$146M +$16.7M +13% 8.63% 53 20.75%
JC
2599
JM2 Capital
Oklahoma
$146M +$25.1M +21% 32.4% 127 14.96%
TF
2600
Tenzing Financial
Virginia
$146M +$12.4M +9% 10.8% 84 16.67%