We are live on ! Find out more

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, 3,026 funds (~34%) 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
WRCM
2651
Western Reserve Capital Management
Ohio
$135M +$13.1M +11% 9.61% 56 16.07%
PSC
2652
Piper Sandler & Co
Minnesota
$135M +$32.9M +32% 0.01% 0.04% 21 14.29%
PAG
2653
Poinciana Advisors Group
Florida
$135M +$8.06M +6% 16.6% 143 30.07%
AHIA
2654
Andrew Hill Investment Advisors
Florida
$135M +$22.5M +20% 16.3% 68 36.76%
OP
2655
Oath Planning
Oklahoma
$135M +$22.2M +20% 9.22% 73 8.22%
BPW
2656
BLVD Private Wealth
Kentucky
$135M +$19.5M +17% 23.8% 79 29.11%
LPP
2657
Life Planning Partners
Florida
$135M +$3.53M +3% 9.67% 74 12.16%
AWM
2658
Athena Wealth Management
Nevada
$134M +$12.2M +10% 8.93% 126 33.33%
HIFS
2659
Hingham Institution for Savings
Massachusetts
$134M +$21.1M +19% 14.4% 16 12.5%
KIA
2660
Kraematon Investment Advisors
Massachusetts
$134M +$11.4M +9% 15.2% 80.5% 107 11.21%
LA
2661
LWM Advisors
California
$134M +$18.8M +16% 14.1% 37 24.32%
AFP
2662
Arnold Financial Planning
Iowa
$134M +$27.1M +25% 9.94% 42 40.48%
WA
2663
Waystone Advisors
Washington
$134M +$22.2M +20% 14.9% 120 24.17%
AWA
2664
Asempa Wealth Advisors
Louisiana
$134M +$19.3M +17% 14.5% 125 12.8%
FA
2665
Freestate Advisors
Kansas
$134M +$8.8M +7% 6.43% 44 9.09%
IW
2666
Integrated Wealthcare
North Carolina
$134M +$14.3M +12% 12.1% 29 3.45%
PFS
2667
Paller Financial Services
Colorado
$134M +$12.9M +11% 16.7% 49 22.45%
BI
2668
BluePrint Investing
California
$134M +$8.15M +6% 7.25% 26 0%
MWM
2669
McAlvany Wealth Management
Colorado
$134M -$14.8M -10% 15.8% 49 18.37%
DWM
2670
DWR Wealth Management
California
$134M +$18.7M +16% 12% 56 8.93%
CH
2671
Cannae Holdings
Nevada
$134M +$109M +444% 4.46% 88.6% 3 66.67%
NC
2672
Nightview Capital
Texas
$134M +$2.98M +2% 10.6% 142% 17 29.41%
HAP
2673
Harbor Asset Planning
Massachusetts
$133M +$14.3M +12% 15.2% 428 4.91%
WA
2674
Winter & Associates
Minnesota
$133M +$18.9M +17% 14.3% 99 29.29%
PCM
2675
Perkins Capital Management
Minnesota
$133M +$26.3M +25% 53.7% 303% 90 16.67%