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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, 3,470 funds (~39%) 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
DI
3251
Decision Investments
California
$110M +$21.9M +25% 36.7% 157 15.92%
QFMHK
3252
Q Fund Management (Hong Kong)
$110M +$67.8M +163% 208% 32 53.13%
SCA
3253
Sensenig Capital Advisors
Pennsylvania
$109M +$11.7M +12% 10.5% 36 8.33%
HM
3254
Heronetta Management
New York
$109M -$637K -0.6% 0.48% 59.7% 16 6.25%
PFO
3255
PMG Family Office
Texas
$109M +$19M +21% 15.9% 117 17.09%
UIM
3256
Unified Investment Management
Georgia
$108M +$10.6M +11% 15.4% 150 14%
GC
3257
Grange Capital
Oregon
$108M +$8.11M +8% 17.1% 61 36.07%
RRA
3258
Red Reef Advisors
Florida
$108M +$12.9M +13% 26.6% 194 13.4%
YAIA
3259
Yanni & Associates Investment Advisors
Pennsylvania
$108M +$11.9M +12% 13.6% 34 0%
UFA
3260
Unify Financial Advisors
Florida
$108M +$11.9M +12% 18.3% 95 11.58%
SA
3261
SPWM Advisors
Michigan
$108M -$6.94M -6% 10.2% 98 13.27%
RL
3262
Retireful LLC
Michigan
$107M +$36.5M +51% 76.8% 382% 121 63.64%
BAM
3263
Burkett Asset Management
$107M +$5.53M +5% 14.1% 66 18.18%
FA
3264
Fullerton Advisors
California
$107M +$10.4M +11% 12.2% 56 8.93%
IWS
3265
Intentional Wealth Strategies
Colorado
$107M -$727K -0.7% 17.3% 945 93.12%
OPWM
3266
Oregon Pacific Wealth Management
Oregon
$107M +$10.7M +11% 11.5% 122 19.67%
ECM
3267
Ebert Capital Management
California
$107M +$8.65M +9% 12.8% 29 13.79%
CWMS
3268
CFG Wealth Management Services
Indiana
$107M -$3.63M -3% 6.04% 152 47.37%
OE
3269
October Effect
Virginia
$106M +$19.5M +22% 64.6% 76 31.58%
PGWA
3270
Plus Group Wealth Advisors
Wisconsin
$106M +$15.4M +17% 12% 48 14.58%
CF
3271
Calder Financial
Pennsylvania
$106M +$5.41M +5% 12.2% 45 15.56%
EPW
3272
Elevated Private Wealth
Wisconsin
$106M 28.8% 76
HA
3273
Hyposwiss Advisors
$106M +$4.39M +4% 14.4% 114 10.53%
VIM
3274
Villanova Investment Management
Pennsylvania
$105M +$7.79M +8% 9.8% 59 10.17%
JRSI
3275
Jeter Robert S II
$104M +$3.96M +4% 12.5% 48 12.5%