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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
SMWM
3701
Silvia McColl Wealth Management
California
$166M +$14.4M +9% 13.7% 76.1% 124 5.65%
LFASL
3702
Lugano Financial Advisors SA (LFA)
Switzerland
$166M -$30.4M -15% 8.62% 44.9% 286 26.57%
MCM
3703
Mainstream Capital Management
California
$166M +$17M +11% 17.7% 92 6.52%
CWMGI
3704
Capstone Wealth Management Group, Inc.
Oregon
$166M 16.1% 123
SFG
3705
Shum Financial Group
California
$166M +$24.5M +17% 15% 110 19.09%
CCA
3706
Cottonwood Capital Advisors
Utah
$166M +$24.1M +17% 18.6% 78.3% 90 6.67%
ZC
3707
Zeit Capital
Colorado
$166M +$16.5M +11% 10.6% 51.6% 52 0%
RWM
3708
Refined Wealth Management
Utah
$166M +$7.27M +5% 6.38% 76.8% 52 9.62%
WAS
3709
Westco Advisory Services
New York
$166M +$10.2M +7% 20.4% 107 10.28%
SRSA
3710
S.R. Schill & Associates
Washington
$166M +$17.6M +12% 8.66% 36.7% 29 13.79%
GSWA
3711
Good Steward Wealth Advisors
Tennessee
$166M +$10.1M +6% 7.49% 75 14.67%
VWA
3712
VERITY Wealth Advisors
United States
$166M +$15.8M +11% 13.8% 59.9% 85 9.41%
TWM
3713
TopTier Wealth Management
Wisconsin
$166M +$2.88M +2% 12% 795 83.27%
RB
3714
Robert Bosch
Germany
$166M +$5.15M +3% 5.73% 3 0%
KOMWMG
3715
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$165M +$18.8M +13% 9.91% 60.2% 101 16.83%
LIM
3716
Lancaster Investment Management
United Kingdom
$165M -$16.3M -9% 2.66% 18% 13 53.85%
LM
3717
Lansing Management
New York
$165M +$14.6M +10% 13.7% 76.9% 14 7.14%
HCM
3718
Hahn Capital Management
California
$165M +$5.77M +4% 9.86% 53.6% 32 6.25%
HPBT
3719
Hickory Point Bank & Trust
Illinois
$165M +$13.4M +9% 12.7% 473 10.15%
TTIC
3720
Tower Trust & Investment Company
Iowa
$165M +$12.4M +8% 17.1% 254 20.87%
LFA
3721
Laraway Financial Advisors
Minnesota
$165M +$22.5M +16% 21.7% 92.3% 140 7.86%
VEM
3722
Vann Equity Management
Texas
$165M +$24.3M +17% 29% 188 26.6%
GPWA
3723
Gaddis Premier Wealth Advisors
Oklahoma
$165M +$29M +21% 14.7% 106 26.42%
AF
3724
Atala Financial
California
$165M +$15.6M +10% 13.9% 126 11.11%
MPIM
3725
McGinn Penninger Investment Management
Virginia
$164M +$11.5M +8% 7.2% 51.9% 39 15.38%