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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
CHC
551
City Holding Co
West Virginia
$884M +$84.7M +11% 14.5% 81.3% 608 9.7%
AIA
552
Arbor Investment Advisors
North Carolina
$883M +$115M +15% 9.82% 44.3% 148 25%
CIPU
553
Caledonia Investments plc (UK)
United Kingdom
$883M +$27.3M +3% 9.51% 48.7% 15 0%
FFG
554
Fiduciary Financial Group
California
$882M +$128M +17% 11.3% – 393 17.3%
TAM
555
TCP Asset Management
Ohio
$882M +$104M +13% 12.2% 58.4% 148 14.86%
AAA
556
Adams Asset Advisors
Texas
$882M -$9.72M -1% 2.19% 63.2% 89 2.25%
FWM
557
Foguth Wealth Management
Michigan
$879M +$21.7M +3% 11.1% – 226 12.39%
EA
558
Eclectic Associates
California
$878M +$125M +17% 10.3% 49.7% 167 7.78%
IWA
559
Inspirion Wealth Advisors
Illinois
$874M +$70.4M +9% 9.53% 47% 199 14.07%
TIM
560
Thompson Investment Management
Wisconsin
$872M +$98.1M +13% 12.6% 83.5% 519 6.74%
SA
561
Scarborough Advisors
Maryland
$871M -$42.7M -5% 12.3% 58.4% 764 81.41%
PPWP
562
Premier Path Wealth Partners
New Jersey
$870M +$102M +13% 18.4% – 416 8.17%
TCM
563
Tran Capital Management
California
$869M +$140M +19% 34.3% 149% 78 24.36%
HAIM
564
Hunter Associates Investment Management
Pennsylvania
$868M +$112M +15% 18.7% 76.1% 298 9.4%
CFS
565
CRA Financial Services
New Jersey
$868M +$97.5M +13% 15.2% 78.9% 324 9.57%
FI
566
Fractal Investments
Connecticut
$867M +$21.9M +3% 3.97% 86.4% 91 23.08%
LA
567
LexAurum Advisors
Kansas
$866M +$94.6M +12% 10.2% – 440 12.95%
BM
568
Berman McAleer
Maryland
$864M +$131M +18% 13.7% – 182 14.84%
FRM
569
Foundation Resource Management
Arkansas
$860M -$28.8M -3% 1.32% 67.8% 57 5.26%
PWG
570
Portside Wealth Group
Utah
$858M +$120M +16% 15.8% 81.1% 564 26.42%
UW
571
Unique Wealth
Florida
$858M +$135M +19% 13.7% 63.3% 211 18.48%
PFA
572
Pathway Financial Advisors
Vermont
$857M +$49M +6% 9.87% 48.4% 141 11.35%
MCM
573
Mattern Capital Management
Colorado
$857M +$21.9M +3% 4.29% 31.5% 173 5.78%
SC
574
Slow Capital
California
$857M +$86.7M +11% 26.1% 124% 111 6.31%
AIMC
575
Alley Investment Management Company
Illinois
$856M +$34.9M +4% 9.31% 54.6% 90 6.67%
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