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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
PAM
3626
PVG Asset Management
Colorado
$173M +$3.83M +2% 37.6% 139 15.11%
AIFAIM
3627
American Institute for Advanced Investment Management
Arizona
$173M +$18.7M +12% 14.6% 72.8% 162 7.41%
GWA
3628
Gutierrez Wealth Advisory
Arkansas
$173M +$12.1M +8% 11.7% 73 8.22%
KCIC
3629
Kuhn & Co Investment Counsel
Illinois
$173M +$17.8M +11% 15.6% 155 12.26%
AWA
3630
Archvest Wealth Advisors
California
$173M +$17.8M +12% 11.3% 47.8% 81 18.52%
HFS
3631
Hopwood Financial Services
Virginia
$173M +$24.3M +16% 12.8% 92 9.78%
FC
3632
Fundamenta Capital
$172M +$70.6M +69% 2.01% 16 62.5%
PPF
3633
Pacific Park Financial
California
$172M +$19.1M +12% 9.86% 80 12.5%
IWB
3634
Innovative Wealth Building
Maryland
$172M +$30M +21% 14.4% 87 22.99%
AGP
3635
Aspire Growth Partners
Florida
$172M +$26.4M +18% 19.2% 135 15.56%
NA
3636
Networth Advisors
Pennsylvania
$172M +$30.6M +22% 9.77% 452 30.53%
CCG
3637
Coastwise Capital Group
California
$172M -$8.07M -4% 17.1% 88.8% 152 21.71%
PW
3638
Paladin Wealth
Minnesota
$172M +$26.6M +18% 11.7% 146 22.6%
SI
3639
Stonekeep Investments
New Mexico
$172M +$17.6M +11% 10.4% 83 22.89%
GIS
3640
Graphene Investments SAS
France
$172M +$22.8M +15% 17.8% 86.5% 45 8.89%
CFA
3641
Collaborative Fund Advisors
Nevada
$172M +$9.86M +6% 16.8% 251 63.75%
STA
3642
Shade Tree Advisors
New York
$172M +$32.1M +23% 34.7% 30 13.33%
NS
3643
Northland Securities
Minnesota
$172M +$66.6M +63% 19.5% 124 19.35%
WFP
3644
Welch Financial Planning
Colorado
$172M +$32.6M +23% 19% 77 20.78%
BLFG
3645
Brian Low Financial Group
Louisiana
$171M +$24.3M +16% 9.23% 128 18.75%
BWMG
3646
Bannerman Wealth Management Group
Texas
$171M +$23M +15% 11.3% 38 15.79%
DSCM
3647
Del-Sette Capital Management
New York
$171M +$4.12M +2% 11.6% 108% 51 15.69%
FW
3648
Fidato Wealth
Ohio
$171M +$17.1M +11% 12.6% 16 18.75%
CPC
3649
CFC Planning Company
Indiana
$171M +$30.9M +22% 24.5% 88 37.5%
GCWM
3650
Guided Capital Wealth Management
Texas
$171M +$19.4M +13% 10.3% 37 13.51%