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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, 3,024 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
MWM
2701
Maimon Wealth Management
Israel
$130M +$15.9M +14% 7.58% 84 13.1%
TIP
2702
Tandem Investment Partners
New Jersey
$130M +$11.8M +10% 9.87% 79 11.39%
HOWA
2703
Hudson Oak Wealth Advisory
New Jersey
$130M +$14.6M +13% 19.1% 54 7.41%
WC
2704
Wolfstich Capital
Massachusetts
$130M +$15.2M +13% 7.2% 50 72%
CAG
2705
Cypress Advisory Group
Arizona
$129M -$2.06M -2% 2.88% 83 12.05%
SHFG
2706
S Harris Financial Group
Texas
$129M +$19.4M +18% 12.3% 129 20.93%
CIM
2707
CenturyLink Investment Management
Colorado
$129M -$45.9M -26% 3.15% 3 0%
CW
2708
CrossGen Wealth
North Carolina
$129M +$14.9M +13% 10.7% 223 14.35%
KIA
2709
Koenig Investment Advisory
Oregon
$129M +$11M +9% 6.88% 38 7.89%
Q1WB
2710
Quest 10 Wealth Builders
Virginia
$129M +$14.6M +13% 13.6% 833 15.49%
WHCFA
2711
William Howard & Co Financial Advisors
Tennessee
$129M +$12.8M +11% 12.5% 55 3.64%
PAWC
2712
P.A.W. Capital
Connecticut
$128M +$40.2M +46% 46.8% 67.9% 70 44.29%
JRPIM
2713
Journey Retirement Planning & Investment Management
Idaho
$128M +$14.8M +13% 12.7% 160 20.63%
ML
2714
MILFAM LLC
Florida
$128M +$25.9M +25% 4.33% 13 46.15%
LRWM
2715
Lord & Richards Wealth Management
Colorado
$128M +$13.8M +12% 11.7% 51 5.88%
FFG
2716
Fortune Financial Group
Florida
$128M +$16.6M +15% 13.2% 125 37.6%
CWM
2717
C2C Wealth Management
Arizona
$128M +$9.41M +8% 12.2% 63.2% 99 11.11%
MWML
2718
M Wealth Management LLC
California
$127M +$8.55M +7% 7.57% 60 13.33%
APMC
2719
Alta Partners Management Company
Wyoming
$127M -$23.7M -16% 15.4% 2 0%
RWIA
2720
Roger Wittlin Investment Advisory
California
$127M +$5M +4% 12.1% 54.1% 45 17.78%
AWS
2721
Alliance Wealth Strategies
Virginia
$127M +$16M +14% 13.5% 65 3.08%
CPX
2722
Canaan Partners XI
California
$127M +$51.2M +67% 92.9% 1,312% 3 0%
SAM
2723
Smith Asset Management
Florida
$127M +$10.6M +9% 8.37% 75 12%
TCK
2724
Topor & Co Korea
$127M +$8.6M +7% 10.6% 19 5.26%
FF
2725
Frankly Finances
Florida
$127M +$16M +14% 8.76% 93 34.41%