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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, 2,914 funds (~33%) 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
CIM
951
Contravisory Investment Management
Massachusetts
$566M +$78M +16% 24.1% 129% 445 29.89%
B
952
BetterWealth
California
$565M +$55.5M +11% 10.8% 55.7% 89 7.87%
MF
953
Manchester Financial
California
$563M +$41.5M +8% 13% 67.5% 156 14.1%
TCM
954
Tradewinds Capital Management
Washington
$563M +$59M +12% 10.9% 85.2% 784 17.22%
LC
955
Lincoln Capital
Nebraska
$562M +$34.2M +6% 9.11% 63.8% 141 7.09%
DWM
956
Drive Wealth Management
Utah
$561M +$87.2M +18% 20% 94.4% 484 27.48%
WAS
957
WESPAC Advisors SoCal
California
$560M +$90.1M +19% 23.1% 127% 132 17.42%
EPM
958
Equitec Proprietary Markets
Illinois
$559M +$372M +199% 46.2% 527% 125 57.6%
IRC
959
Investors Research Corp
Georgia
$559M +$35.5M +7% 10.6% 57.2% 903 16.94%
WDG
960
Wealth Dimensions Group
Ohio
$558M +$50M +10% 11.8% 57.1% 185 11.35%
STAS
961
Strong Tower Advisory Services
Minnesota
$558M +$26.7M +5% 8.66% 131% 102 17.65%
MAP
962
Moody Aldrich Partners
Massachusetts
$557M +$2.08M +0.4% 36.8% 336% 223 36.32%
FG
963
Foresight Group
United Kingdom
$556M -$10.4M -2% 4.71% 66 16.67%
WCMN
964
Westchester Capital Management (Nebraska)
Nebraska
$555M +$58.9M +12% 22.7% 107% 46 2.17%
BWM
965
BCS Wealth Management
Tennessee
$555M +$65.2M +13% 10.4% 46.7% 272 9.56%
BC
966
Bricktown Capital
Michigan
$553M +$45.6M +9% 10.8% 40.8% 32 12.5%
MWP
967
Moller Wealth Partners
$553M +$46.3M +9% 8.01% 41.4% 80 22.5%
TCM
968
Triumph Capital Management
Colorado
$552M +$60.8M +12% 15.6% 48.6% 1,929 8.4%
GCGDR
969
Genoa Capital Gestora de Recursos
$551M +$421M +325% 45% 18 72.22%
LC
970
Landaas & Company
Wisconsin
$550M +$93.7M +21% 13.8% 60.3% 154 18.83%
HCA
971
Harbour Capital Advisors
Virginia
$549M +$24.1M +5% 25% 161% 331 25.08%
RP
972
Rowlandmiller & Partners
Georgia
$549M +$55.3M +11% 19.8% 84% 199 7.04%
EL
973
EWA LLC
Pennsylvania
$548M +$107M +24% 22% 102% 352 25.85%
CMI
974
Clare Market Investments
Texas
$548M +$70.1M +15% 21.9% 200 29.5%
LF
975
Lantz Financial
Illinois
$546M +$62.5M +13% 13.5% 67.1% 262 9.92%