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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
MSWM
576
McGlone Suttner Wealth Management
Wisconsin
$852M +$97.3M +13% 12.4% 56% 202 9.41%
BEW
577
Burton Enright Welch
California
$852M +$116M +16% 10.6% 62.8% 141 8.51%
CAWM
578
Capital Advisors Wealth Management
Washington
$851M +$107M +14% 13% 63.8% 242 14.05%
HG
579
Harbor Group
New Hampshire
$851M +$159M +23% 8.95% 41.4% 123 12.2%
AF
580
Apollon Financial
South Carolina
$848M +$124M +17% 15.2% – 296 12.84%
LWA
581
Lineweaver Wealth Advisors
Ohio
$845M +$103M +14% 11.8% 61.4% 192 17.71%
LG
582
LaFleur & Godfrey
Michigan
$842M +$38.9M +5% 10.2% 85.2% 153 10.46%
FPF
583
First Pacific Financial
Washington
$839M +$62.7M +8% 12% 48.5% 718 36.63%
FEG
584
Financial Enhancement Group
Indiana
$839M +$31.5M +4% 10.4% 57.5% 146 13.7%
SNB
585
Security National Bank
Nebraska
$838M +$151M +22% 19.7% 113% 449 20.94%
PWA
586
Physician Wealth Advisors
Utah
$837M +$119M +17% 15.6% 71.3% 2,476 22.66%
PAS
587
Professional Advisory Services
Florida
$836M +$111M +15% 18.9% 61.8% 96 19.79%
BCG
588
Breakwater Capital Group
New Jersey
$833M +$86.5M +12% 13.1% 60.8% 395 10.13%
AFA
589
AA Financial Advisors
Ohio
$832M +$122M +17% 11.1% – 242 13.64%
AFA
590
American Financial Advisors
Georgia
$831M +$81.6M +11% 14.2% 52.7% 175 12.57%
SHJ
591
Sharkey, Howes & Javer
Colorado
$829M +$86.4M +12% 12.9% 54.6% 166 9.64%
AI
592
Arvest Investments
Arkansas
$827M +$93.3M +13% 11.4% – 228 16.67%
CIG
593
Cullen Investment Group
Louisiana
$827M +$69M +9% 13.6% – 188 8.51%
CCMINC
594
Cardinal Capital Management Inc (North Carolina)
North Carolina
$826M +$50.7M +7% 11.1% 77.6% 142 7.04%
HVIA
595
Hudson Valley Investment Advisors
New York
$823M +$51.5M +7% 16.8% 94.6% 152 10.53%
LS
596
Leelyn Smith
Illinois
$822M +$109M +15% 20.7% 77.3% 165 11.52%
SCP
597
Sivia Capital Partners
California
$822M +$306M +59% 25.9% – 608 36.35%
CA
598
Capital Advantage
California
$820M +$54.7M +7% 11.4% 44.4% 161 16.77%
MCP
599
Mirador Capital Partners
California
$817M +$110M +16% 27.2% 102% 229 15.28%
AIC
600
Ayalon Insurance Company
Israel
$815M +$325M +66% 22.1% 89.3% 70 18.57%
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