We are live on ! Find out more

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, 3,187 funds (~36%) 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
HAS
601
HBW Advisory Services
California
$1.11B +$157M +17% 15.2% 62.1% 502 19.32%
PFM
602
Premier Fund Managers
United Kingdom
$1.1B -$309M -22% 10.6% 56.6% 201 30.85%
TFA
603
Teamwork Financial Advisors
Texas
$1.1B +$156M +16% 21.7% 126% 243 22.63%
RA
604
Rodgers & Associates
Pennsylvania
$1.1B +$120M +12% 13.4% 53.7% 110 10%
BFG
605
Beacon Financial Group
Texas
$1.1B +$97.8M +10% 12.2% 60.3% 389 13.62%
GSWM
606
Golden State Wealth Management
California
$1.1B +$182M +20% 17.8% – 1,721 12.38%
RDWM
607
Red Door Wealth Management
Tennessee
$1.1B +$134M +14% 19.1% 100% 341 16.13%
GA
608
Goldstein Advisors
Wisconsin
$1.09B +$194M +22% 14.6% 55.1% 275 22.55%
BMM
609
Berkshire Money Management
Massachusetts
$1.09B +$118M +12% 14.2% 56.5% 59 16.95%
TLIC
610
Taiyo Life Insurance Company
Japan
$1.09B +$188M +21% 20.4% 79.2% 11 9.09%
IF
611
Intrua Financial
Texas
$1.09B +$122M +13% 13.3% 71% 525 18.29%
AAIM
612
Asset Advisors Investment Management
Georgia
$1.09B +$41.4M +4% 7.73% 58.7% 108 7.41%
RA
613
Rational Advisors
New York
$1.09B +$110M +11% 6.85% 37.7% 208 20.19%
AA
614
Armis Advisers
Georgia
$1.09B +$53.2M +5% 13% – 504 13.1%
PAM
615
Palisade Asset Management
Minnesota
$1.08B +$87.4M +9% 13.9% 61.8% 205 5.37%
GWWM
616
Great Waters Wealth Management
Minnesota
$1.08B +$135M +14% 10.9% 46.3% 128 6.25%
KFP
617
KMG Fiduciary Partners
Ohio
$1.08B -$276M -20% 19.3% 98% 272 27.94%
GA
618
GuoLine Advisory
Singapore
$1.07B +$118M +12% 24.1% 81.9% 25 12%
SGCA
619
Steel Grove Capital Advisors
Tennessee
$1.07B +$124M +13% 15.1% 93% 237 13.08%
GLLW
620
Graves Light Lenhart Wealth
Virginia
$1.07B +$111M +12% 8.91% 45% 207 6.76%
OHIS
621
Oak Harvest Investment Services
Texas
$1.07B +$113M +12% 18.2% 112% 203 33.5%
LA
622
Legacy Advisors
Pennsylvania
$1.07B +$222M +26% 16.7% 87.4% 349 23.5%
CFFP
623
Center for Financial Planning
Michigan
$1.07B +$112M +12% 11.6% 57.5% 687 7.28%
JCM
624
Jag Capital Management
Missouri
$1.07B +$179M +20% 37.7% 230% 176 28.98%
BFC
625
Bedel Financial Consulting
Indiana
$1.06B +$177M +20% 19.3% 104% 322 12.11%
23 24
25
26 27