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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, 3,024 funds (~34%) 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
MCM
876
Mengis Capital Management
Oregon
$658M +$76.7M +13% 19% 91.8% 224 8.04%
AMBIA
877
Allen Mooney & Barnes Investment Advisors
Georgia
$658M -$37.8M -5% 10.9% 70.2% 168 14.88%
AOWM
878
Alpha Omega Wealth Management
Virginia
$657M +$40.3M +7% 10.4% 60.7% 215 7.44%
RDFA
879
Ritter Daniher Financial Advisory
Ohio
$657M +$67.4M +11% 12.3% 56.7% 630 10.79%
CWM
880
CMH Wealth Management
New Hampshire
$655M +$72.9M +13% 15.8% 76.6% 121 9.92%
CTA
881
Clear Trail Advisors
Texas
$655M +$54.6M +9% 4.49% – 166 13.25%
SFG
882
Sovereign Financial Group
Connecticut
$654M +$78.8M +14% 18% 90.7% 407 15.23%
PPW
883
Presilium Private Wealth
Pennsylvania
$651M +$84.2M +15% 9.87% 41.7% 97 23.71%
GCM
884
Gibraltar Capital Management
Oklahoma
$650M +$69.6M +12% 12.5% 56.6% 131 9.16%
PA
885
Perennial Advisors
New York
$649M +$62M +11% 13.5% – 147 21.77%
CAMV
886
Concord Asset Management (Virginia)
Virginia
$646M +$54M +9% 15.1% 64.7% 131 14.5%
LFS
887
Legacy Financial Strategies
Kansas
$646M +$91.5M +17% 15.7% 67.1% 159 16.35%
GG
888
GenWealth Group
New Jersey
$642M +$57.4M +10% 11.8% 67.8% 98 22.45%
IF
889
Ironwood Financial
Arizona
$639M +$66M +12% 10.5% 48.8% 182 9.34%
SCA
890
Scott Capital Advisors
Oregon
$639M +$145M +29% 8.85% 46.4% 68 17.65%
FWM
891
FFT Wealth Management
Pennsylvania
$638M +$85.9M +16% 14.4% 65.6% 110 22.73%
PM
892
Pembroke Management
Quebec, Canada
$637M -$54M -8% 21.4% 94.8% 110 40.91%
GFWA
893
Grey Fox Wealth Advisors
Delaware
$637M +$119M +23% 9.18% 41.9% 186 28.49%
SIG
894
Sky Investment Group
Connecticut
$637M +$53.5M +9% 11.8% 68% 151 9.27%
LRIA
895
Leonard Rickey Investment Advisors
Washington
$637M +$58.9M +10% 15.2% 55.9% 135 20%
MAM
896
Milestone Asset Management
Pennsylvania
$636M +$93.5M +17% 14% 56.1% 296 32.09%
MWA
897
Martel Wealth Advisors
Washington
$636M +$48.2M +8% 7.8% 39.7% 78 28.21%
NHFG
898
New Harbor Financial Group
Massachusetts
$633M +$65.4M +12% 4.23% 80.6% 74 25.68%
DW30
899
Drucker Wealth 3.0
New Jersey
$632M +$59.5M +10% 14.2% – 308 19.81%
JF
900
JSF Financial
California
$632M +$122M +24% 16.1% 79% 155 27.1%
34 35
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37 38