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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, 2,529 funds (~29%) 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
FHC
326
First Heartland Consultants
Missouri
$1.55B +$240M +18% 12.8% 55.2% 609 17.41%
NRS
327
Neville Rodie & Shaw
New York
$1.55B +$169M +12% 22.4% 115% 254 7.48%
BOF
328
Bank of Finland
Finland
$1.54B +$177M +13% 12.5% 55.9% 4 0%
AWC
329
Abundance Wealth Counselors
Pennsylvania
$1.54B +$843M +121% 22.8% 94.7% 338 33.43%
US
330
UNICOM Systems
Nevada
$1.53B +$557M +57% 77.8% 39 17.95%
BWP
331
Baldwin Wealth Partners
Massachusetts
$1.53B +$153M +11% 15.2% 85.9% 244 13.11%
RW
332
RVW Wealth
California
$1.52B +$235M +18% 15.3% 59.3% 187 8.02%
TEC
333
Tensor Edge Capital
Massachusetts
$1.51B +$925M +159% 135% 21 33.33%
CIAS
334
CFS Investment Advisory Services
New Jersey
$1.5B +$47.3M +3% 11.6% 54.1% 368 7.07%
SBWIC
335
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.5B +$188M +14% 24.6% 83.4% 164 6.1%
GAM
336
Gemmer Asset Management
California
$1.49B +$223M +18% 29.5% 90.5% 198 18.69%
TAM
337
Titleist Asset Management
Texas
$1.49B +$161M +12% 12.9% 88.9% 434 13.82%
PIA
338
Petredis Investment Advisors
Pennsylvania
$1.49B +$262M +21% 33.9% 144% 116 7.76%
WAG
339
Winthrop Advisory Group
Massachusetts
$1.48B +$261M +21% 14.9% 70.4% 235 20.85%
CFIA
340
Cantor Fitzgerald Investment Advisors
New York
$1.48B +$127M +9% 11.3% 185 4.32%
FA
341
Fiduciary Alliance
South Carolina
$1.48B -$178M -11% 13.6% 94.3% 593 17.54%
NS
342
NBC Securities
Alabama
$1.48B +$144M +11% 16.4% 86.6% 2,757 19.88%
MW
343
MBL Wealth
North Carolina
$1.47B +$144M +11% 11.2% 47.7% 418 26.79%
PIM
344
Penobscot Investment Management
Massachusetts
$1.46B +$177M +14% 18.3% 103% 328 9.15%
DN
345
Danmarks Nationalbank
$1.45B +$249M +21% 15% 1 0%
NCM
346
Narwhal Capital Management
Georgia
$1.45B +$92.7M +7% 12.9% 93.8% 177 15.82%
NP
347
Nilsine Partners
Colorado
$1.45B +$167M +13% 26.9% 117% 450 12%
UA
348
Unison Advisors
District of Columbia
$1.43B +$116M +9% 9.18% 54.6% 185 11.89%
HIA
349
Harbor Investment Advisory
Maryland
$1.43B +$163M +13% 15% 90.8% 1,388 16.43%
VPI
350
Value Partners Investments
Manitoba, Canada
$1.43B +$121M +9% 9.35% 33.9% 110 10%