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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, 4,679 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
RA
3676
RiverTree Advisors
Florida
$169M +$11.4M +7% 7.58% 25.4% 74 21.62%
EG
3677
Ellerson Group
Maryland
$169M +$16.7M +11% 12.8% 148% 66 10.61%
ANHIM
3678
Alan N. Hoffman Investment Management
Massachusetts
$169M +$17.7M +12% 13.1% 76.8% 14 7.14%
WS
3679
Wilian Securities
Minnesota
$169M +$129M +315% 13.2% 93 43.01%
PWM
3680
Palacios Wealth Management
Florida
$169M +$9.41M +6% 27.6% 78 6.41%
FWMM
3681
Foundation Wealth Management (Missouri)
Missouri
$169M +$21.1M +14% 15.1% 64% 52 21.15%
DCM
3682
Davis Capital Management
Florida
$169M +$21.4M +14% 11.3% 1,286 55.44%
DIGI
3683
Daniel Investment Group, Inc.
Michigan
$169M 7.08% 33
FCM
3684
Fairbanks Capital Management
California
$169M +$9.09M +6% 14.8% 81.3% 52 11.54%
MSWA
3685
Marshall & Sterling Wealth Advisors
New York
$169M +$16M +10% 11.3% 356 8.15%
PWCM
3686
Processus Wealth & Capital Management
Tennessee
$169M +$21.5M +15% 22.2% 36 5.56%
SFG
3687
Somnio Financial Group
Connecticut
$169M +$16.6M +11% 9.79% 14 0%
NDBT
3688
North Dallas Bank & Trust
Texas
$169M +$20.9M +14% 17.2% 119 13.45%
GGA
3689
Granite Group Advisors
Connecticut
$169M +$3.34M +2% 10.4% 96 22.92%
AIM
3690
Athena Investment Management
California
$169M -$24.1M -13% 19% 80.6% 156 17.31%
BCG
3691
Bravias Capital Group
New Jersey
$168M +$15.5M +10% 9.7% 101 8.91%
RCA
3692
Runnymede Capital Advisors
Ohio
$168M +$51.4M +44% 70.2% 81 12.35%
SVWA
3693
Sarver Vrooman Wealth Advisors
Missouri
$168M +$5.42M +3% 2.25% 148 8.78%
IIL
3694
Income Insurance Ltd
$168M +$20.7M +14% 28.9% 189 15.87%
PCM
3695
Pincus Capital Management
New York
$168M +$24.1M +17% 23% 53 7.55%
E
3696
Evansbrook
Illinois
$168M +$17.9M +12% 17.8% 129 10.85%
MWS
3697
MFA Wealth Services
California
$167M +$16.4M +11% 10.8% 136 11.76%
TDC
3698
Thompson Davis & Co
Virginia
$167M +$17.3M +12% 14.7% 188% 193 39.9%
LAM
3699
Lummis Asset Management
Texas
$167M -$96.9K -0.1% 3.72% 232 22.84%
GFM
3700
GEN Financial Management
Minnesota
$167M +$5.6M +3% 9.15% 57 35.09%