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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, 2,529 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
PEA
951
Park Edge Advisors
Ohio
$475M +$41M +9% 8.34% 53.7% 164 20.12%
FTA
952
Financial & Tax Architects
Missouri
$474M +$25.9M +6% 5.88% 46.1% 131 33.59%
SSI
953
Scott & Selber Inc
Texas
$474M +$86.4M +22% 45.7% 187% 94 6.38%
IIM
954
Ipswich Investment Management
Massachusetts
$474M +$47.8M +11% 17.7% 92.8% 195 7.69%
AWM
955
Austin Wealth Management
Texas
$473M +$33M +7% 8.25% 48.2% 129 10.85%
CHIAL
956
Copper Harbor Investment Advisors, LLC
Wisconsin
$472M 12.9% 95
WCM
957
Whitener Capital Management
North Carolina
$472M +$33.8M +8% 14.8% 98.5% 192 13.54%
CAP
958
Cordoba Advisory Partners
New York
$472M +$110M +30% 7.79% 149 24.16%
LSA
959
Lansing Street Advisors
Pennsylvania
$472M +$74.6M +19% 14.2% 180 23.33%
PC
960
Peavine Capital
Nevada
$472M +$25.5M +6% 6.33% 27.7% 9 0%
BTWM
961
Baker Tilly Wealth Management
Wisconsin
$471M +$59.6M +14% 12.9% 83.6% 311 18.33%
AIM
962
AMI Investment Management
Indiana
$471M +$25.8M +6% 9.08% 47.9% 80 6.25%
BFA
963
Bill Few Associates
Pennsylvania
$470M +$52.6M +13% 13.9% 81.8% 231 9.96%
WPIC
964
White Pine Investment Company
Michigan
$469M +$38.8M +9% 8.33% 66.3% 74 12.16%
HNB
965
Hilltop National Bank
Wyoming
$468M +$47.9M +11% 21.4% 835 8.38%
DM
966
Diversified Management
Wisconsin
$468M -$115M -20% 25.1% 271 40.22%
QFA
967
Quattro Financial Advisors
Texas
$468M +$137M +41% 7.37% 61.8% 105 24.76%
GC
968
Guidance Capital
Kentucky
$468M +$21.7M +5% 13.2% 62.6% 243 9.88%
BAM
969
Brave Asset Management
New Jersey
$467M +$40.8M +10% 16.3% 76.3% 173 22.54%
KFS
970
Kelly Financial Services
Massachusetts
$467M +$53.4M +13% 12.8% 58.4% 147 17.01%
SCA
971
Stokes Capital Advisors
South Carolina
$467M +$20.9M +5% 8.37% 54.5% 121 16.53%
PCM
972
Poehling Capital Management
Wisconsin
$466M -$8.7M -2% 10.8% 70.9% 179 21.79%
MIC
973
Meridian Investment Counsel
California
$466M +$46M +11% 21.9% 103% 254 8.27%
ERP
974
Eldred Rock Partners
Texas
$465M +$72.2M +18% 23.8% 31 6.45%
P
975
Paradiem
Louisiana
$464M +$9.89M +2% 15.4% 107% 80 27.5%