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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
CA
3726
Cannon Advisors
North Carolina
$164M +$29.5M +22% 15.5% 120 50%
JWM
3727
JDH Wealth Management
California
$164M +$16M +11% 13.1% 62 14.52%
HWM
3728
Hemming & Wealth Management
Michigan
$164M +$21M +15% 19.7% 17 17.65%
WCM
3729
Winebrenner Capital Management
Kentucky
$164M +$8.52M +5% 5.89% 158 15.19%
PSIWM
3730
Paradigm Strategies in Wealth Management
Minnesota
$164M +$16.7M +11% 10.2% 37.9% 65 21.54%
IFA
3731
Interactive Financial Advisors
Illinois
$164M +$11.2M +7% 11% 47.6% 79 7.59%
SC
3732
Simcoe Capital
Washington
$164M +$55M +50% 28.6% 39 28.21%
SCA
3733
Sippican Capital Advisors
Massachusetts
$164M +$17.8M +12% 12.9% 90.1% 114 8.77%
CAM
3734
Campion Asset Management
Virginia
$164M +$16.4M +11% 11.9% 70.2% 85 5.88%
SAFS
3735
S&A Financial Services
Kansas
$164M +$18.2M +13% 11.5% 93 11.83%
HFP
3736
Holistic Financial Partners
Indiana
$164M -$105M -39% 15.2% 95.7% 150 22.67%
AWA
3737
Arbor Wealth Advisors
Michigan
$164M +$21M +15% 13.4% 60 6.67%
AIM
3738
Aurora Investment Managers
Florida
$164M +$27.6M +20% 13.7% 47% 55 50.91%
CC
3739
Climber Capital
Switzerland
$164M +$10.9M +7% 5.83% 72 15.28%
PFW
3740
Petros Family Wealth
Minnesota
$164M +$23.2M +17% 19.1% 146 18.49%
TNAM
3741
Terra Nova Asset Management
New York
$163M +$28.2M +21% 23.6% 158% 98 20.41%
RC
3742
Rexford Capital
Texas
$163M +$23.1M +16% 24.1% 330 13.03%
YMRC
3743
Yorktown Management & Research Company
Virginia
$163M +$43.7M +37% 35.3% 223% 296 43.58%
KFO
3744
Kopp Family Office
Minnesota
$163M +$17.8M +12% 11.2% 34% 30 33.33%
NJIM
3745
Nabity-Jensen Investment Management
Nebraska
$163M +$19M +13% 15.6% 73 8.22%
MCS
3746
Mercuria Capital Strategies
Texas
$163M -$98.6M -38% 112% 35 45.71%
GF
3747
Gimbal Financial
Indiana
$163M 16.2% 55
VB
3748
Value Base
Israel
$162M +$35.5M +28% 36.6% 7 14.29%
RWA
3749
Reicon Wealth Advisors
Georgia
$162M +$30.5M +23% 11.9% 95 26.32%
STCOSD
3750
Sageworth Trust Company of South Dakota
South Dakota
$162M +$35.8M +28% 12.5% 71.3% 64 17.19%