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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
RF
2726
Roxbury Financial
New Jersey
$126M +$15.3M +14% 12.4% 434 15.21%
LC
2727
Lubar & Co
Wisconsin
$126M +$7.39M +6% 6.22% 3 0%
YG
2728
York GP
Cayman Islands
$126M -$1.34M -1% 7.55% 3 33.33%
MIA
2729
MeadowBrook Investment Advisors
Michigan
$126M +$13.2M +12% 18% 200 9%
MCRM
2730
Midway Capital Research & Management
Illinois
$126M +$19.8M +19% 26.5% 118 4.24%
CAM
2731
Clio Asset Management
Virginia
$126M +$6.46M +5% 5.38% 70% 18 27.78%
MPIA
2732
Milestones Private Investment Advisors
New York
$126M +$12.1M +11% 14% 82 10.98%
KC
2733
Katamaran Capital
United Kingdom
$126M +$1.24M +1% 42.3% 44 50%
BDPWM
2734
Barnes Dennig Private Wealth Management
Ohio
$125M +$24.1M +24% 36% 397 30.73%
DA
2735
Dougherty & Associates
Florida
$125M +$16.1M +15% 17.7% 53 3.77%
BFG
2736
Broussard Financial Group
Louisiana
$125M -$136K -0.1% 1.09% 36 22.22%
BHPW
2737
Box Hill Private Wealth
Arizona
$125M +$23.5M +23% 23% 73 17.81%
KSB
2738
Kennebec Savings Bank
Maine
$125M +$13.2M +12% 11.1% 289 15.57%
EIP
2739
Essential Investment Partners
Colorado
$125M +$16.6M +15% 22.1% 322 9.63%
HCG
2740
Haven Capital Group
California
$125M +$16.8M +16% 19.2% 41 19.51%
CCMG
2741
Connecticut Capital Management Group
Connecticut
$124M +$18.3M +17% 17.7% 133 21.05%
OFS
2742
Opus Financial Solutions
Illinois
$124M +$17.9M +17% 8.3% 118 18.64%
RAM
2743
Robocap Asset Management
United Kingdom
$124M +$30.5M +33% 85.1% 259% 26 26.92%
CCA
2744
Corps Capital Advisors
Texas
$124M +$8.73M +8% 23.3% 110 22.73%
IWC
2745
Infinity Wealth Counsel
Ohio
$124M +$14.9M +14% 8.52% 67 8.96%
DFC
2746
DB Fitzpatrick & Co
Idaho
$124M +$6.93M +6% 7.7% 37.1% 112 16.07%
LSL
2747
Legacy Solutions LLC
Pennsylvania
$124M +$15.7M +15% 11.5% 88 12.5%
CCAL
2748
City Center Advisors LLC
Michigan
$123M +$15.3M +14% 17.9% 191 29.84%
WCL
2749
Wealth Care LLC
Florida
$123M +$10.9M +10% 11% 76 15.79%
AFP
2750
ATLas Financial Planning
Georgia
$123M +$11.8M +11% 7.25% 72 8.33%