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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, 4,671 funds (~53%) 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
WFS
3601
WealthGarden F.S.
California
$176M +$29.8M +20% 13.5% 192 16.67%
VBCG
3602
Valley Brook Capital Group
Pennsylvania
$176M +$27.2M +18% 23.1% 106% 125 14.4%
LFA
3603
Legend Financial Advisors
Pennsylvania
$176M +$20.9M +13% 25.7% 117% 41 9.76%
KRAVCF
3604
Karnit Road Accident Victims Compensation Fund
$176M +$5.57M +3% 14.6% 17 0%
ADMI
3605
Albert D. Mason Inc
Massachusetts
$176M +$21.5M +14% 19.5% 82% 142 11.27%
TIM
3606
Thor Investment Management
Ohio
$176M -$12.6M -7% 1.42% 61 26.23%
PFA
3607
Providence Financial Advisors
Kansas
$176M +$346K +0.2% 11.4% 65 16.92%
SLWM
3608
Stone Loft Wealth Management
Pennsylvania
$176M +$35.9M +26% 9.42% 31 6.45%
RFW
3609
Rainier Family Wealth
Washington
$176M +$26.7M +18% 14.1% 104 12.5%
CC
3610
Capstone Capital
Nevada
$175M +$19.8M +13% 11.1% 27 22.22%
BFG
3611
Buttonwood Financial Group
Missouri
$175M +$12.4M +8% 16.8% 73.1% 33 9.09%
GCA
3612
Gallagher Capital Advisors
Texas
$175M +$26.6M +18% 12.6% 76 19.74%
JMBAI
3613
J. M. Brown & Associates Inc.
Oklahoma
$175M 27.2% 167
CCI
3614
Credit Capital Investments
New Jersey
$175M +$64.5M +59% 111% 481% 49 34.69%
CWA
3615
CogentBlue Wealth Advisors
Tennessee
$175M +$25.8M +17% 16.3% 108 32.41%
HAFG
3616
Hansen & Associates Financial Group
California
$174M -$11.3M -6% 4.85% 48 18.75%
AWM
3617
Alterna Wealth Management
Texas
$174M +$42.3M +32% 8.59% 48% 124 27.42%
NWA
3618
Northwest Wealth Advisors
Washington
$174M +$34M +24% 15% 67 5.97%
6SA
3619
6th Street Advisors
Alabama
$174M +$15.1M +10% 9.99% 65 15.38%
PWSG
3620
Pacific Wealth Strategies Group
California
$174M +$13.8M +9% 11.8% 75.5% 64 10.94%
CPCP
3621
Cedar Point Capital Partners
Iowa
$174M +$19.9M +13% 10.1% 78 10.26%
MCM
3622
MontVue Capital Management
Virginia
$174M +$27M +18% 15.5% 78 14.1%
MEAC
3623
M.E. Allison & Co
Texas
$174M +$22.9M +15% 18.3% 205 10.73%
SF
3624
Strategent Financial
Virginia
$174M +$26.4M +18% 14.3% 41 0%
LW
3625
Livet Wealth
Utah
$173M +$16.1M +10% 9.25% 131 17.56%