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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
GFS
3301
Geremia Financial Services
New Jersey
$94.3M -$28.5M -23% 35.3% 10 10%
EAMH
3302
Eurizon Asset Management Hungary
$93.9M +$785K +0.8% 9.88% 22 13.64%
UOCIM
3303
University of Cambridge Investment Management
$93.9M -$14.5M -13% 15.4% 1 0%
PS
3304
Pensionfund Sabic
Netherlands
$93.5M +$10.5M +13% 12.6% 67.7% 77 1.3%
PBT
3305
Pictet Bank & Trust
Bahamas
$93.3M +$17.2M +23% 16.2% 66.3% 40 22.5%
MWM
3306
Meadowbrook Wealth Management
New York
$92.9M +$17.4M +23% 28.7% 88 34.09%
SWP
3307
Significant Wealth Partners
Illinois
$92.4M +$11.2M +14% 13.9% 121 12.4%
GBA
3308
Garrison Bradford & Associates
New York
$92.2M +$3.81M +4% 9.82% 63.5% 39 12.82%
AWP
3309
Atlas Wealth Partners
Pennsylvania
$91.6M -$5.7M -6% 2.77% 145% 68 10.29%
TIM
3310
Triad Investment Management
California
$90.7M +$6M +7% 7.36% 38 15.79%
HAS
3311
Holland Advisory Services
Florida
$90.5M +$15.9M +21% 17.2% 57.1% 53 18.87%
LC
3312
Lakehouse Capital
Australia
$90.5M -$57.8M -39% 2.7% 47.2% 13 7.69%
KFP
3313
Kerr Financial Planning
California
$89.6M -$52.2M -37% 32.7% 554 7.22%
AAM
3314
Alken Asset Management
United Kingdom
$89.6M +$34.1M +61% 0.06% 0.22% 41 7.32%
FWM
3315
FSR Wealth Management
Illinois
$87.8M +$6.92M +9% 7.22% 52 55.77%
WP
3316
Walleye Partners
Wisconsin
$87.7M +$6.31M +8% 9.91% 65 26.15%
YIM
3317
Yoffe Investment Management
Pennsylvania
$87.4M +$9.3M +12% 17.4% 115 5.22%
TI
3318
Truxt Investmentos
Brazil
$86.6M -$69.1M -44% 12.2% 38 81.58%
CL
3319
CPWA LLC
Oregon
$86.1M +$2.4M +3% 18.3% 97 10.31%
CA
3320
Centennial Advisors
Texas
$83.8M +$5.22M +7% 8.11% 107 51.4%
JWBC
3321
John W. Brooker & Co
California
$82.8M +$19.3M +30% 10.1% 38.4% 73 12.33%
PC
3322
PCB Capital
New Jersey
$82.1M +$18.7M +29% 22.2% 116 14.66%
CLP
3323
Charis Legacy Partners
Texas
$81.3M +$13M +19% 18.5% 29 10.34%
RWJF
3324
Robert Wood Johnson Foundation
New Jersey
$81M -$43.8M -35% 17.3% 4.83% 2 0%
PA
3325
ProCore Advisors
California
$80.7M +$15.5M +24% 28.4% 88 21.59%