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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, 3,082 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
EA
701
Eclectic Associates
California
$878M +$125M +17% 10.3% 49.7% 167 7.78%
IWA
702
Inspirion Wealth Advisors
Illinois
$874M +$70.4M +9% 9.53% 47% 199 14.07%
CWP
703
Concord Wealth Partners
Virginia
$873M +$103M +13% 14.3% 66% 886 76.64%
TIM
704
Thompson Investment Management
Wisconsin
$872M +$98.1M +13% 12.6% 83.5% 519 6.74%
WCFA
705
Walkner Condon Financial Advisors
Wisconsin
$871M +$113M +15% 10.4% 56.8% 360 15%
SA
706
Scarborough Advisors
Maryland
$871M -$42.7M -5% 12.3% 58.4% 764 81.41%
PPWP
707
Premier Path Wealth Partners
New Jersey
$870M +$102M +13% 18.4% 416 8.17%
GC
708
Gilbert & Cook
Iowa
$869M +$94.7M +12% 13% 63.2% 238 10.92%
TCM
709
Tran Capital Management
California
$869M +$140M +19% 34.3% 149% 78 24.36%
HAIM
710
Hunter Associates Investment Management
Pennsylvania
$868M +$112M +15% 18.7% 76.1% 298 9.4%
CFS
711
CRA Financial Services
New Jersey
$868M +$97.5M +13% 15.2% 78.9% 324 9.57%
FI
712
Fractal Investments
Connecticut
$867M +$21.9M +3% 3.97% 86.4% 91 23.08%
PWM
713
Parkway Wealth Management
Texas
$866M +$75.6M +10% 22.8% 157 19.11%
LA
714
LexAurum Advisors
Kansas
$866M +$94.6M +12% 10.2% 440 12.95%
DOA
715
D'Orazio & Associates
Virginia
$864M +$91.9M +12% 15.2% 61.2% 345 19.71%
BM
716
Berman McAleer
Maryland
$864M +$131M +18% 13.7% 182 14.84%
BWA
717
BlueSky Wealth Advisors
North Carolina
$863M +$86.8M +11% 9.84% 42.9% 129 24.81%
EIG
718
Ellenbecker Investment Group
Wisconsin
$860M +$117M +16% 11.4% 56.3% 155 17.42%
FRM
719
Foundation Resource Management
Arkansas
$860M -$28.8M -3% 1.32% 67.8% 57 5.26%
PWG
720
Portside Wealth Group
Utah
$858M +$120M +16% 15.8% 81.1% 564 26.42%
UW
721
Unique Wealth
Florida
$858M +$135M +19% 13.7% 63.3% 211 18.48%
PFA
722
Pathway Financial Advisors
Vermont
$857M +$49M +6% 9.87% 48.4% 141 11.35%
MCM
723
Mattern Capital Management
Colorado
$857M +$21.9M +3% 4.29% 31.5% 173 5.78%
SC
724
Slow Capital
California
$857M +$86.7M +11% 26.1% 124% 111 6.31%
AIMC
725
Alley Investment Management Company
Illinois
$856M +$34.9M +4% 9.31% 54.6% 90 6.67%