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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
MFGM
701
Marshall Financial Group (Maryland)
Maryland
$686M +$61.2M +10% 12.8% 63.5% 343 23.91%
WAM
702
Wilsey Asset Management
California
$681M +$43.2M +7% 3.86% 55% 28 10.71%
OLA
703
Oliver Luxxe Assets
New Jersey
$680M +$12.5M +2% 18.6% 141% 216 15.28%
FBT
704
First Bank & Trust
South Dakota
$680M +$59.2M +10% 13% 78.5% 278 10.43%
CNBTD
705
Citizens National Bank Trust Department
Mississippi
$680M +$79.1M +13% 22.9% 114% 386 2.33%
SFA
706
Spectrum Financial Alliance
Kentucky
$679M +$159M +31% 45.5% 185% 33 15.15%
BCM
707
Bourgeon Capital Management
Connecticut
$679M +$101M +18% 22.1% 117% 123 27.64%
DAM
708
Deltec Asset Management
New York
$677M +$132M +24% 19.3% 128% 304 35.86%
OFS
709
Orrstown Financial Services
Pennsylvania
$674M +$76.2M +13% 14.6% – 121 5.79%
PIWA
710
Prevail Innovative Wealth Advisors
Kansas
$671M +$77.2M +13% 13.2% 33.5% 245 46.94%
ACM
711
Armbruster Capital Management
New York
$671M +$60.6M +10% 14.6% 64.3% 134 8.21%
FCMC
712
Founders Capital Management (Connecticut)
Connecticut
$670M +$61.7M +10% 11.1% 88.9% 80 8.75%
VP
713
Verum Partners
North Carolina
$669M +$142M +27% 11.2% 53.9% 207 16.91%
MBT
714
Montecito Bank & Trust
California
$668M +$61.1M +10% 14.5% – 280 8.21%
SC
715
Steginsky Capital
New York
$666M +$61.2M +10% 8.21% 115% 8 0%
AG
716
Advocate Group
Minnesota
$665M +$25.8M +4% 8.29% 47.3% 134 14.93%
ARG
717
Advisory Resource Group
Oklahoma
$665M +$83.8M +14% 13.7% 66.5% 192 15.1%
SLWA
718
San Luis Wealth Advisors
California
$664M +$60.1M +10% 10.3% 58.8% 203 21.67%
PCWA
719
Pacific Capital Wealth Advisors
California
$663M +$68M +11% 10.2% 46.9% 96 13.54%
DS
720
Dudley & Shanley
Florida
$662M +$51M +8% 6.27% 57% 38 5.26%
BMWS
721
Brady Martz Wealth Solutions
North Dakota
$662M +$75.1M +13% 12% – 232 17.67%
CA
722
Clune & Associates
Illinois
$661M +$130M +24% 9.32% – 176 11.36%
MWM
723
MinichMacGregor Wealth Management
New York
$659M +$92.5M +16% 18.9% 119% 170 31.76%
EL
724
Essex LLC
Illinois
$659M +$92.3M +16% 26.4% 89.1% 189 12.17%
WFA
725
West Financial Advisors
Iowa
$659M +$69.4M +12% 10.3% 45.1% 228 17.11%
27 28
29
30 31