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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, 3,114 funds (~35%) 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
FPGK
651
Financial Partners Group (Kansas)
Kansas
$985M +$149M +18% 18.1% 70.7% 258 15.12%
LI
652
LVZ Inc
Michigan
$984M +$108M +12% 10.6% 47.1% 184 16.3%
CPBTD
653
Central Pacific Bank - Trust Division
Hawaii
$984M +$200M +26% 20% – 928 12.5%
JIR
654
James Investment Research
Ohio
$984M +$92.5M +10% 15.9% 107% 385 9.35%
TFCP
655
Twin Focus Capital Partners
Massachusetts
$983M +$112M +13% 18.2% 92.5% 177 6.21%
SCA
656
Stillwater Capital Advisors
Pennsylvania
$981M +$104M +12% 14.6% 121% 72 6.94%
EWM
657
Evermay Wealth Management
Virginia
$971M +$68.9M +8% 10.3% 56.2% 695 20.86%
RWP
658
Revolve Wealth Partners
New Jersey
$965M +$195M +25% 13.7% 60.3% 362 38.12%
BST
659
Bath Savings Trust
Maine
$965M +$29.1M +3% 6.76% 47.3% 183 11.48%
BEAM
660
Baker Ellis Asset Management
Washington
$964M +$122M +14% 20.3% 89.2% 274 10.58%
PL
661
Parthenon LLC
Kentucky
$962M +$87.2M +10% 15.3% 80.8% 138 11.59%
AAP
662
Ardsley Advisory Partners
Connecticut
$960M +$176M +22% 67.8% 555% 219 64.84%
JWBC
663
J.W. Burns & Co
New York
$959M +$86.7M +10% 14.2% 78.5% 195 9.23%
VFG
664
Victory Financial Group
Texas
$953M +$139M +17% 17.9% – 429 25.87%
AWP
665
Abacus Wealth Partners
California
$952M -$144M -13% 14.8% 46% 525 42.86%
LRPA
666
L. Roy Papp & Associates
Arizona
$951M +$84M +10% 16.2% 64.3% 200 11.5%
GAM
667
Griffin Asset Management
New York
$949M +$62.3M +7% 12.6% 80.7% 272 26.1%
WDA
668
Wendell David Associates
New Hampshire
$947M +$27.8M +3% 6.38% 46% 158 6.33%
AFG
669
Allegheny Financial Group
Pennsylvania
$942M +$200M +27% 11.5% 71.1% 317 12.3%
FWA
670
FSM Wealth Advisors
Ohio
$939M +$161M +21% 13.1% 62.8% 363 16.25%
HPA
671
High Probability Advisors
New York
$935M +$154M +20% 13.1% 49.7% 77 15.58%
SAM
672
Sycomore Asset Management
France
$932M +$214M +30% 58.3% 151% 73 1.37%
CICI
673
Capital Investment Counsel Inc
North Carolina
$929M +$113M +14% 28.9% 153% 278 14.75%
CAM
674
Claret Asset Management
Quebec, Canada
$928M +$91.1M +11% 9.59% 73.3% 515 34.37%
AWM
675
Arista Wealth Management
Nevada
$927M +$105M +13% 14.8% 60.1% 295 24.07%
25 26
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28 29