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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
RMF
2776
Red Mountain Financial
Colorado
$119M +$13M +12% 7.21% 88 17.05%
DFC
2777
DBK Financial Counsel
Ohio
$119M -$12.9M -10% 12% 52.9% 61 11.48%
VIP
2778
Value Investment Professionals
New York
$119M +$9.82M +9% 12.8% 120 68.33%
BAM
2779
Belleair Asset Management
Florida
$119M +$9.16M +8% 7.93% 84 8.33%
FCM
2780
Fell Capital Management
California
$119M +$13.9M +13% 11.6% 97 7.22%
HWA
2781
HighRoad Wealth Advisors
Oregon
$119M +$16.2M +16% 14.1% 40 12.5%
BFS
2782
Boyer Financial Services
California
$118M +$24.1M +26% 12.1% 60 31.67%
DAM
2783
Directional Asset Management
Illinois
$118M +$8.89M +8% 13.1% 106 26.42%
BWFL
2784
Better Way Financial, LLC
Pennsylvania
$118M 15.6% 9
3FI
2785
3 Factor Indexing
California
$118M +$12.3M +12% 10.6% 477 13.42%
AA
2786
AlphaCentric Advisors
Puerto Rico
$118M +$17.9M +18% 19.9% 285 20.7%
WUW
2787
Wheels Up Wealth
California
$118M +$11.6M +11% 8.61% 24 4.17%
FWWM
2788
Fiscal Wisdom Wealth Management
Connecticut
$118M +$13.8M +13% 9.78% 111 27.03%
ERWM
2789
E&R Wealth Management
South Carolina
$118M +$17.5M +17% 7.14% 12 0%
TFA
2790
TrustWell Financial Advisors
Florida
$118M +$11.5M +11% 3.04% 82 19.51%
NFTC
2791
North Forty Two & Co
Oregon
$118M +$9.6M +9% 10.2% 104 6.73%
TCM
2792
TABR Capital Management
California
$117M +$8.66M +8% 19.9% 76 57.89%
CFG
2793
CSP Financial Group
Arizona
$117M +$19.7M +20% 10.7% 24 16.67%
CA
2794
Corecam AG
$117M -$282K -0.2% 7.7% 71 46.48%
AFG
2795
Artesa Financial Group
Texas
$117M +$12.2M +12% 20.6% 65 20%
2WWM
2796
21 West Wealth Management
California
$117M +$9.4M +9% 11.2% 67 8.96%
E
2797
Entelevest
Florida
$117M +$17.1M +17% 20.8% 157 22.29%
MWC
2798
MKD Wealth Coaches
Michigan
$117M +$15.4M +15% 12.8% 32 15.63%
OWA
2799
ORBA Wealth Advisors
Illinois
$117M +$33.1M +39% 12.7% 91 35.16%
MAM
2800
Markin Asset Management
New York
$117M +$25.8M +28% 13.3% 49 26.53%