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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, 3,187 funds (~36%) 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
GBA
3051
Garrison Bradford & Associates
New York
$92.2M +$3.81M +4% 9.82% 63.5% 39 12.82%
AWP
3052
Atlas Wealth Partners
Pennsylvania
$91.6M -$5.7M -6% 2.77% 145% 68 10.29%
TIM
3053
Triad Investment Management
California
$90.7M +$6M +7% 7.36% 38 15.79%
HAS
3054
Holland Advisory Services
Florida
$90.5M +$15.9M +21% 17.2% 57.1% 53 18.87%
LC
3055
Lakehouse Capital
Australia
$90.5M -$57.8M -39% 2.7% 47.2% 13 7.69%
KFP
3056
Kerr Financial Planning
California
$89.6M -$52.2M -37% 32.7% 554 7.22%
AAM
3057
Alken Asset Management
United Kingdom
$89.6M +$34.1M +61% 0.06% 0.22% 41 7.32%
FWM
3058
FSR Wealth Management
Illinois
$87.8M +$6.92M +9% 7.22% 52 55.77%
WP
3059
Walleye Partners
Wisconsin
$87.7M +$6.31M +8% 9.91% 65 26.15%
YIM
3060
Yoffe Investment Management
Pennsylvania
$87.4M +$9.3M +12% 17.4% 115 5.22%
TI
3061
Truxt Investmentos
Brazil
$86.6M -$69.1M -44% 12.2% 38 81.58%
CA
3062
Centennial Advisors
Texas
$83.8M +$5.22M +7% 8.11% 107 51.4%
JWBC
3063
John W. Brooker & Co
California
$82.8M +$19.3M +30% 10.1% 38.4% 73 12.33%
PC
3064
PCB Capital
New Jersey
$82.1M +$18.7M +29% 22.2% 116 14.66%
CLP
3065
Charis Legacy Partners
Texas
$81.3M +$13M +19% 18.5% 29 10.34%
RWJF
3066
Robert Wood Johnson Foundation
New Jersey
$81M -$43.8M -35% 17.3% 4.83% 2 0%
PA
3067
ProCore Advisors
California
$80.7M +$15.5M +24% 28.4% 88 21.59%
AC
3068
Avory & Company
Florida
$80M +$2.75M +4% 14.1% 61.6% 35 11.43%
WCM
3069
WestBridge Capital Management
Mauritius
$79.5M -$27.9M -26% 26% 33.3% 1 0%
WG
3070
WMS Group
Louisiana
$77.5M +$8.76M +13% 12.3% 62 27.42%
MA
3071
McGrath & Associates
North Carolina
$76.8M +$8.8M +13% 7.41% 45 37.78%
SWM
3072
Stapp Wealth Management
Washington
$76.5M -$1.8M -2% 0.08% 50% 34 17.65%
SWM
3073
Stronghold Wealth Management
Florida
$74.7M +$8.54M +13% 13.6% 141 22.7%
SWCM
3074
Sullivan Wood Capital Management
District of Columbia
$73M +$15.9M +28% 34.2% 23 8.7%
IG
3075
IFS Group
Pennsylvania
$72.8M -$39.5M -35% 15.2% 148 43.92%