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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
IRC
826
Investors Research Corp
Georgia
$559M +$35.5M +7% 10.6% 57.2% 903 16.94%
WDG
827
Wealth Dimensions Group
Ohio
$558M +$50M +10% 11.8% 57.1% 185 11.35%
STAS
828
Strong Tower Advisory Services
Minnesota
$558M +$26.7M +5% 8.66% 131% 102 17.65%
MAP
829
Moody Aldrich Partners
Massachusetts
$557M +$2.08M +0.4% 36.8% 336% 223 36.32%
WCMN
830
Westchester Capital Management (Nebraska)
Nebraska
$555M +$58.9M +12% 22.7% 107% 46 2.17%
BWM
831
BCS Wealth Management
Tennessee
$555M +$65.2M +13% 10.4% 46.7% 272 9.56%
BC
832
Bricktown Capital
Michigan
$553M +$45.6M +9% 10.8% 40.8% 32 12.5%
MWP
833
Moller Wealth Partners
$553M +$46.3M +9% 8.01% 41.4% 80 22.5%
TCM
834
Triumph Capital Management
Colorado
$552M +$60.8M +12% 15.6% 48.6% 1,929 8.4%
GCGDR
835
Genoa Capital Gestora de Recursos
$551M +$421M +325% 45% – 18 72.22%
LC
836
Landaas & Company
Wisconsin
$550M +$93.7M +21% 13.8% 60.3% 154 18.83%
HCA
837
Harbour Capital Advisors
Virginia
$549M +$24.1M +5% 25% 161% 331 25.08%
RP
838
Rowlandmiller & Partners
Georgia
$549M +$55.3M +11% 19.8% 84% 199 7.04%
EL
839
EWA LLC
Pennsylvania
$548M +$107M +24% 22% 102% 352 25.85%
LF
840
Lantz Financial
Illinois
$546M +$62.5M +13% 13.5% 67.1% 262 9.92%
SCM
841
Stordahl Capital Management
Colorado
$546M +$60.4M +12% 10.9% 50.1% 68 7.35%
DKAM
842
Drummond Knight Asset Management
Australia
$545M +$262M +93% 4.31% – 17 23.53%
CCM
843
Coerente Capital Management
Ontario, Canada
$543M +$5.88M +1% 4.12% 40% 48 12.5%
MFS
844
Madrona Financial Services
Washington
$543M +$85.7M +19% 19.2% 75.4% 148 20.27%
FVCM
845
F&V Capital Management
Florida
$542M +$69M +15% 17.6% 107% 67 17.91%
LI
846
Louisbourg Investments
New Brunswick, Canada
$542M +$13.2M +3% 6.72% – 227 12.33%
CA
847
CV Advisors
Florida
$542M +$175M +48% 16.7% 98.9% 134 65.67%
CCT
848
Chemung Canal Trust
New York
$541M +$47.1M +10% 17.9% 80.9% 116 7.76%
DI
849
DAGCO Inc
Ohio
$541M +$79.7M +17% 18.7% 66.5% 364 70.88%
WWMSC
850
Wagner Wealth Management (South Carolina)
South Carolina
$541M +$45.4M +9% 8% 36.9% 301 13.62%
32 33
34
35 36