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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

All fund managers

Live Disclosures

Portfolio disclosures for 2026 Q2 are currently underway and will close on August 14th. As of this moment, 3,264 funds (~37%) 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
FWTB
351
First Western Trust Bank
Colorado
$2.05B +$70.9M +4% 5.61% 32% 224 12.5%
EF
352
Evanson Financial
Virginia
$2.04B – – 10.5% – 325 –
C
353
Certuity
Florida
$2.03B +$505M +33% 56.8% 190% 731 17.65%
PCA
354
Prosperity Capital Advisors
Ohio
$2.03B +$269M +15% 14% 65.5% 458 19.43%
AWM
355
Aprio Wealth Management
Georgia
$2.02B +$193M +11% 13.9% 60.6% 669 13.3%
WA
356
Waddell & Associates
Tennessee
$2.02B +$249M +14% 9.75% 194% 588 30.61%
WIM
357
WealthPlan Investment Management
Nebraska
$2.01B +$219M +12% 16.1% 62.6% 502 13.55%
FOFI
358
Fenelon Opportunity Fund Inc.
Texas
$2.01B – – 13% – 6 –
JWA
359
JFS Wealth Advisors
Pennsylvania
$2.01B +$219M +12% 11.8% 54.8% 2,306 20.42%
CC
360
Courier Capital
New York
$2B +$214M +12% 13.1% 64.1% 407 7.37%
SB
361
Strategic Blueprint
Georgia
$2B +$282M +16% 16.6% 76.6% 734 18.12%
NL
362
NWAM LLC
Washington
$2B +$263M +15% 16.2% 112% 713 16.97%
CAM
363
Cacti Asset Management
Georgia
$1.99B +$344M +21% 44.2% 168% 78 2.56%
SC
364
Sepio Capital
Utah
$1.99B +$146M +8% 13.7% 75.2% 405 23.46%
PA
365
PFG Advisors
Arizona
$1.98B -$70M -3% 16.2% 77.4% 869 18.3%
WAS
366
Wesleyan Assurance Society
United Kingdom
$1.98B +$284M +17% 23.1% 102% 110 4.55%
AWA
367
Aaron Wealth Advisors
Illinois
$1.97B +$207M +12% 21% 96.4% 776 22.29%
EIP
368
Easterly Investment Partners
Massachusetts
$1.97B +$658M +50% 13.6% 57.6% 260 39.23%
SP
369
Symmetry Partners
Connecticut
$1.96B +$211M +12% 11.4% 58.5% 313 38.98%
TSAM
370
Trinity Street Asset Management
United Kingdom
$1.94B +$484M +33% 24.5% 78.9% 23 4.35%
MCWS
371
McKinley Carter Wealth Services
West Virginia
$1.94B +$205M +12% 12.2% 57.4% 328 8.84%
CTI
372
Community Trust & Investment
Kentucky
$1.94B +$96.7M +5% 16.5% 104% 148 8.11%
EK
373
Evensky & Katz
Florida
$1.94B +$178M +10% 12.1% 57.1% 72 0%
GIA
374
Guyasuta Investment Advisors
Pennsylvania
$1.94B +$207M +12% 18.2% 88.9% 284 8.45%
SWM
375
Segment Wealth Management
Texas
$1.93B +$223M +13% 15% 102% 319 5.33%
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