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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, 2,529 funds (~29%) 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
TF
351
Tompkins Financial
New York
$1.43B +$173M +14% 13.2% 74.1% 601 14.81%
SFS
352
Summit Financial Strategies
Ohio
$1.42B +$156M +12% 11.5% 57.8% 189 18.52%
UAS
353
United Asset Strategies
New York
$1.41B +$158M +13% 15.8% 94.6% 277 13.72%
MFG
354
Magnus Financial Group
New York
$1.41B +$182M +15% 13% 70.8% 417 16.79%
SI
355
Sava Infond
Slovenia
$1.41B +$705M +100% 45.6% – 249 10.44%
WAM
356
Weatherly Asset Management
California
$1.4B +$169M +14% 20.6% 108% 196 9.18%
RIA
357
Retirement Investment Advisors
Oklahoma
$1.4B +$160M +13% 10.4% – 71 12.68%
FFBTD
358
First Financial Bank - Trust Division
Ohio
$1.4B +$160M +13% 13.1% 62.6% 212 8.96%
TIA
359
Traphagen Investment Advisors
New Jersey
$1.4B +$166M +13% 12.3% 56.3% 231 15.15%
KL
360
KWMG LLC
Kansas
$1.38B +$186M +16% 18.7% 72.3% 158 10.13%
CA
361
Crewe Advisors
Utah
$1.38B +$209M +18% 17% 96.1% 1,206 19.9%
PIMJS
362
PKO Investment Management Joint-Stock
Poland
$1.38B +$188M +16% 30.4% 125% 242 14.88%
XF
363
XML Financial
Maryland
$1.37B +$135M +11% 14.8% 69.5% 465 13.33%
CA
364
CGN Advisors
Kansas
$1.37B +$104M +8% 8.74% 44.2% 329 5.78%
AWA
365
Amplius Wealth Advisors
Pennsylvania
$1.36B +$165M +14% 11.4% 54.7% 217 22.12%
BSB
366
Bangor Savings Bank
Maine
$1.36B +$109M +9% 9.77% 49.6% 568 8.98%
TF
367
Talbot Financial
Washington
$1.36B +$169M +14% 19.6% 99.9% 72 9.72%
CNAM
368
Campbell Newman Asset Management
Wisconsin
$1.35B +$115M +9% 23.9% 108% 108 12.96%
BBA
369
Baader Bank Aktiengesellschaft
Germany
$1.33B +$48.5M +4% 26.8% 155% 535 44.49%
JFA
370
JNBA Financial Advisors
Minnesota
$1.32B +$120M +10% 13% 61.8% 910 18.68%
TTWM
371
TCV Trust & Wealth Management
Virginia
$1.32B +$127M +11% 14% 69% 235 12.34%
SFGP
372
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.32B +$102M +8% 9.92% – 291 15.46%
BOPW
373
Brandywine Oak Private Wealth
Pennsylvania
$1.32B +$128M +11% 10.6% 55.7% 249 9.64%
SW
374
SlateStone Wealth
Florida
$1.31B +$92.9M +8% 12.8% 79.1% 306 8.17%
QI
375
QV Investors
Alberta, Canada
$1.3B +$63.6M +5% 8.49% 66.3% 68 4.41%
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