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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, 3,058 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
TWM
776
Thrive Wealth Management
Pennsylvania
$787M +$116M +17% 15% 73.8% 271 18.82%
GWA
777
Gratus Wealth Advisors
Virginia
$786M +$94.2M +14% 14.7% – 147 12.24%
TIAM
778
TT International Asset Management
United Kingdom
$783M -$133M -14% 22.2% 308% 60 38.33%
LF
779
Lee Financial
Texas
$783M +$74.3M +10% 12.6% 69.7% 168 17.26%
CCG
780
Chatham Capital Group
Georgia
$783M +$93.7M +14% 16.2% 89.9% 206 6.8%
SFWA
781
Summit Financial Wealth Advisors
Louisiana
$782M +$76.6M +11% 10.4% 61.5% 230 18.26%
LTI
782
Laffer Tengler Investments
Tennessee
$782M +$104M +15% 20.9% 96.5% 194 29.38%
AC
783
Asio Capital
Kentucky
$781M +$68.8M +10% 18.6% 88% 119 15.97%
NGM
784
North Growth Management
British Columbia, Canada
$780M +$127M +19% 28.2% 231% 49 6.12%
MAM
785
Marquette Asset Management
Minnesota
$779M +$110M +16% 14% 63.5% 985 34.82%
AWM
786
Affinity Wealth Management
Delaware
$776M +$116M +18% 23.4% 116% 119 18.49%
HI
787
Hoey Investments
Pennsylvania
$774M +$81M +12% 24.3% 200% 482 16.8%
CI
788
Cigna Investments
Connecticut
$773M +$123M +19% 30.4% 138% 497 11.47%
HI
789
Human Investing
Oregon
$771M +$84.5M +12% 11.8% 52% 110 17.27%
AFG
790
Arkansas Financial Group
Arkansas
$768M +$50.6M +7% 11.1% 39.1% 98 5.1%
SPIA
791
Strategic Point Investment Advisors
Rhode Island
$767M +$79.5M +12% 10.4% 51.9% 36 2.78%
NIM
792
Nexus Investment Management
Ontario, Canada
$767M +$51.8M +7% 11.3% 77.5% 74 8.11%
CBT
793
Crews Bank & Trust
Florida
$766M +$76.2M +11% 11.8% – 721 14.84%
ANRF
794
Adams Natural Resources Fund
Maryland
$763M -$99.7M -12% 9.78% 43% 54 5.56%
SPA
795
Sentinel Pension Advisors
Massachusetts
$762M +$85.8M +13% 8.86% 46.5% 150 10.67%
SCM
796
Schnieders Capital Management
California
$762M +$133M +21% 17.9% 103% 252 20.63%
WIM
797
Westside Investment Management
California
$761M +$109M +17% 22.6% 114% 1,534 9.52%
HGWM
798
Horst & Graben Wealth Management
Oregon
$760M +$31.3M +4% 13.2% 55.1% 208 7.69%
FCM
799
Fourpath Capital Management
Oklahoma
$760M +$62.5M +9% 5.71% 78% 246 18.29%
RA
800
Riversedge Advisors
Delaware
$759M +$141M +23% 13.4% 60.4% 328 37.8%
30 31
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33 34