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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
RBC
501
Romano Brothers & Co
Illinois
$994M +$114M +13% 23.6% 101% 335 5.97%
CAL
502
Capital Advisors Ltd
Ohio
$991M +$111M +13% 13.2% 54.2% 1,623 10.66%
JPWM
503
Jamison Private Wealth Management
Georgia
$990M +$168M +20% 27.1% 121% 229 8.3%
NG
504
Novem Group
New York
$988M +$115M +13% 12.3% – 506 25.69%
ACS
505
Archford Capital Strategies
Illinois
$987M +$114M +13% 17.2% 76.2% 376 13.83%
FPGK
506
Financial Partners Group (Kansas)
Kansas
$985M +$149M +18% 18.1% 70.7% 258 15.12%
LI
507
LVZ Inc
Michigan
$984M +$108M +12% 10.6% 47.1% 184 16.3%
CPBTD
508
Central Pacific Bank - Trust Division
Hawaii
$984M +$200M +26% 20% – 928 12.5%
JIR
509
James Investment Research
Ohio
$984M +$92.5M +10% 15.9% 107% 385 9.35%
SCA
510
Stillwater Capital Advisors
Pennsylvania
$981M +$104M +12% 14.6% 121% 72 6.94%
RWP
511
Revolve Wealth Partners
New Jersey
$965M +$195M +25% 13.7% 60.3% 362 38.12%
BST
512
Bath Savings Trust
Maine
$965M +$29.1M +3% 6.76% 47.3% 183 11.48%
BEAM
513
Baker Ellis Asset Management
Washington
$964M +$122M +14% 20.3% 89.2% 274 10.58%
PL
514
Parthenon LLC
Kentucky
$962M +$87.2M +10% 15.3% 80.8% 138 11.59%
AAP
515
Ardsley Advisory Partners
Connecticut
$960M +$176M +22% 67.8% 555% 219 64.84%
JWBC
516
J.W. Burns & Co
New York
$959M +$86.7M +10% 14.2% 78.5% 195 9.23%
AWP
517
Abacus Wealth Partners
California
$952M -$144M -13% 14.8% 46% 525 42.86%
LRPA
518
L. Roy Papp & Associates
Arizona
$951M +$84M +10% 16.2% 64.3% 200 11.5%
GAM
519
Griffin Asset Management
New York
$949M +$62.3M +7% 12.6% 80.7% 272 26.1%
AFG
520
Allegheny Financial Group
Pennsylvania
$942M +$200M +27% 11.5% 71.1% 317 12.3%
FWA
521
FSM Wealth Advisors
Ohio
$939M +$161M +21% 13.1% 62.8% 363 16.25%
HPA
522
High Probability Advisors
New York
$935M +$154M +20% 13.1% 49.7% 77 15.58%
SAM
523
Sycomore Asset Management
France
$932M +$214M +30% 58.3% 151% 73 1.37%
AWM
524
Arista Wealth Management
Nevada
$927M +$105M +13% 14.8% 60.1% 295 24.07%
AA
525
ABC Arbitrage
France
$926M +$173M +23% 8.04% – 560 66.96%
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