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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, 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
BWP
526
Barlow Wealth Partners
Kentucky
$926M +$25.5M +3% 10% 150 9.33%
RBC
527
Roble Belko & Company
Pennsylvania
$925M +$139M +18% 12% 53.3% 504 6.94%
VCM
528
Violich Capital Management
California
$919M +$63.9M +7% 17.4% 100% 125 8%
SIC
529
SJS Investment Consulting
Ohio
$919M +$100M +12% 12.8% 63.8% 3,000 21.47%
SPG
530
Strategic Planning Group
Utah
$918M +$203M +28% 20.7% 76 6.58%
HIC
531
Harvey Investment Company
Kentucky
$918M +$8.34M +0.9% 5.84% 48.4% 101 4.95%
RFA
532
RTD Financial Advisors
Pennsylvania
$917M +$103M +13% 12.3% 46.4% 122 8.2%
CG
533
Castellan Group
Kentucky
$912M +$186M +26% 27.5% 196% 47 36.17%
NCM
534
Nelson Capital Management
California
$912M +$92.4M +11% 13.6% 121% 123 14.63%
FWA
535
FORM Wealth Advisors
Wisconsin
$909M +$55.7M +7% 12.6% 62 8.06%
GIP
536
Greatmark Investment Partners
Georgia
$906M +$52.9M +6% 7.35% 62% 154 6.49%
ORL
537
Oak Root LLC
California
$906M +$86.2M +11% 14.3% 10 0%
SWM
538
SeaCrest Wealth Management
New York
$903M -$31.6M -3% 24% 142% 683 26.5%
BCA
539
Bay Colony Advisors
Massachusetts
$903M +$84.5M +10% 19% 91.8% 560 24.64%
TFM
540
TFC Financial Management
Massachusetts
$902M +$90.6M +11% 12.2% 60% 1,094 14.26%
PI
541
Parkside Investments
Illinois
$902M +$79.1M +10% 14.6% 70% 101 12.87%
SG
542
Strid Group
Pennsylvania
$901M +$93.9M +12% 10.9% 50.4% 94 10.64%
WETS
543
Wealth Enhancement Trust Services
South Dakota
$900M +$73.6M +9% 14.8% 1,560 52.05%
BWP
544
BSW Wealth Partners
Colorado
$899M +$79.8M +10% 16.1% 75.4% 345 13.62%
FC
545
Financial Consulate
Maryland
$899M +$96M +12% 11.1% 53.3% 1,533 13.96%
JBA
546
Johnson Bixby & Associates
Washington
$896M +$89.3M +11% 10.1% 44.1% 138 13.04%
SSA
547
Sierra Summit Advisors
Nevada
$895M +$207M +30% 58.7% 244 50.41%
BIG
548
Brookwood Investment Group
Arizona
$888M +$77.7M +10% 17.4% 612 26.96%
IBOK
549
Independence Bank of Kentucky
Kentucky
$888M +$98.2M +12% 17.2% 80.6% 629 7.31%
KWM
550
KFG Wealth Management
Indiana
$886M +$112M +15% 10.2% 50.4% 243 18.52%