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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
RPWA
851
Regent Peak Wealth Advisors
Georgia
$540M +$49.8M +10% 17.1% – 232 19.4%
MWM
852
Mascoma Wealth Management
New Hampshire
$539M +$55.5M +11% 9.11% 40% 636 23.27%
GA
853
GoalVest Advisory
New York
$539M +$27.1M +5% 16.3% 86.8% 568 33.63%
MIM
854
Manitou Investment Management
Ontario, Canada
$538M +$32.3M +6% 9.96% 57.2% 53 11.32%
MHR
855
Matthew Hamilton Rosenberg
$537M +$48.7M +10% 9.81% 48.3% 818 5.5%
SDAM
856
Shulman DeMeo Asset Management
New York
$535M +$64.1M +14% 15.7% 70.1% 149 8.05%
ICP
857
Interchange Capital Partners
Pennsylvania
$532M +$215M +68% 23.9% 79.6% 486 48.15%
OSNBOA
858
Old Second National Bank of Aurora
Illinois
$530M +$46.6M +10% 14.7% 89.5% 287 6.62%
SOAMC
859
Spirit of America Management Corp
New York
$530M +$23.9M +5% 11.9% 110% 317 6.31%
AWAU
860
Alliance Wealth Advisors (Utah)
Utah
$530M +$68M +15% 10.2% 63.3% 266 25.94%
BI
861
Ballast Inc
Kentucky
$530M +$97.8M +23% 18.4% 66% 162 21.6%
AWC
862
Adamsbrown Wealth Consultants
Kansas
$530M +$152M +40% 15.2% 55.8% 177 24.29%
VAS
863
Valicenti Advisory Services
New York
$530M +$71M +15% 26.6% 119% 86 5.81%
DAS
864
DMKC Advisory Services
Iowa
$530M +$290M +121% 7.82% – 92 8.7%
TA
865
Teramo Advisors
Florida
$529M +$54.9M +12% 14.6% 62.5% 4 0%
KMWM
866
Keudell/Morrison Wealth Management
Oregon
$529M +$40.2M +8% 12.5% – 271 13.65%
VAMG
867
Voisard Asset Management Group
Michigan
$529M +$59.8M +13% 13.2% – 116 14.66%
GWSA
868
Global Wealth Strategies & Associates
Colorado
$528M +$121M +30% 15.4% 62.5% 539 82.75%
III
869
Independent Investors Inc
New York
$524M +$20M +4% 11.3% 61.6% 74 6.76%
NDSI
870
Newman Dignan & Sheerar Inc
Rhode Island
$523M +$47.8M +10% 12.7% 73.5% 205 10.24%
WWM
871
Wiser Wealth Management
Georgia
$523M +$59M +13% 11.5% 46.7% 77 27.27%
TWG
872
The Wealth Group
Minnesota
$523M +$83.5M +19% 17.3% – 101 12.87%
RWM
873
Rockline Wealth Management
New York
$522M +$62.4M +14% 22.8% – 116 14.66%
CA
874
Crumly & Associates
Illinois
$522M +$46.3M +10% 12.3% 55.2% 219 19.18%
AIS
875
AM Investment Strategies
Tennessee
$521M +$65.7M +14% 18.8% 121% 123 17.07%
33 34
35
36 37