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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, 137 funds (~2%) 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
PCS
51
Private Client Services
Kentucky
$381M +$46.9M +14% 245
SCP
52
Silverleafe Capital Partners
Tennessee
$367M +$34.7M +10% 104
ST
53
Somerset Trust
Pennsylvania
$354M +$27.5M +8% 195
JA
54
JVL Associates
Michigan
$352M +$54.2M +18% 81
APW
55
Acima Private Wealth
Virginia
$344M +$25.7M +8% 178
EC
56
Eleva Capital
France
$343M $0 0% 24
PAM
57
Prodigy Asset Management
Nebraska
$332M +$32.5M +11% 32
VWM
58
Vigilare Wealth Management
Arizona
$326M +$30.3M +10% 130
BFS
59
Burkett Financial Services
South Carolina
$320M +$27.8M +10% 289
MWA
60
Mills Wealth Advisors
Texas
$318M +$31.3M +11% 88
BWL
61
Beacon Wealthcare LLC
North Carolina
$312M +$28.5M +10% 26
FFC
62
First Financial Corp
Indiana
$289M +$34.5M +14% 305
SCI
63
Stableford Capital II
Arizona
$289M +$19.5M +7% 162
RSC
64
Red Spruce Capital
Pennsylvania
$287M +$43.2M +18% 99
MCP
65
Martin Capital Partners
Oregon
$272M +$2.87M +1% 75
ML
66
MTCO Ltd
$265M -$3.91M -1% 4
GSB
67
Greenfield Savings Bank
Massachusetts
$264M +$29.2M +12% 150
SBCM
68
Silverberg Bernstein Capital Management
New York
$261M +$79.5M +44% 72
DG
69
Diesslin Group
Texas
$259M +$37.2M +17% 63
PEWA
70
Pacific Excel Wealth Advisors
California
$258M +$163M +172% 324
DWM
71
Dogwood Wealth Management
Kansas
$253M +$23.1M +10% 939
HHWM
72
Hiley Hunt Wealth Management
Nebraska
$253M +$26.3M +12% 49
GBI
73
GP Brinson Investments
Illinois
$245M +$24.6M +11% 14
GPWM
74
Grant Private Wealth Management
California
$237M +$48.7M +26% 171
EP
75
EPIQ Partners
Minnesota
$236M +$21.7M +10% 98