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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, 137 funds (~2%) 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
BS
76
Brighton Securities
New York
$233M +$25.2M +12% 54
PRRFG
77
Paul R. Ried Financial Group
Washington
$229M +$13.8M +6% 47
FCC
78
Flower City Capital
New York
$227M +$27.8M +14% 49
LHWM
79
Lake Hills Wealth Management
Texas
$220M +$41.2M +23% 86
NWMP
80
Noble Wealth Management PBC
Colorado
$219M +$24M +12% 792
CI
81
Cooper Investors
Australia
$218M -$27.5M -11% 50
MSWM
82
Mader & Shannon Wealth Management
Missouri
$214M -$2.01M -0.9% 21
FCB
83
First County Bank
Connecticut
$213M +$25.2M +13% 174
OCM
84
Orser Capital Management
Texas
$202M +$48.6M +32% 69
MSRI
85
Michael S. Ryan Inc
New York
$200M +$28.6M +17% 61
PDN
86
Pensionfund DSM Netherlands
Netherlands
$194M +$21.4M +12% 76
BA
87
Ballew Advisors
Mississippi
$194M +$16.2M +9% 135
AA
88
Atmos Advisory
Pennsylvania
$191M +$15.2M +9% 20
SLFPAM
89
St. Louis Financial Planners Asset Management
Missouri
$188M +$11.1M +6% 45
GPI
90
General Partner Inc
Pennsylvania
$186M +$21.7M +13% 169
PVAMC
91
PPS&V Asset Management Consultants
Michigan
$185M +$21.5M +13% 43
BAM
92
Byrne Asset Management
New Jersey
$185M +$14.4M +8% 638
WPEP
93
Walnut Private Equity Partners
Nebraska
$185M +$3.69M +2% 15
RWS
94
Retirement Wealth Solutions
Wisconsin
$181M +$22.9M +14% 853
AH
95
Addis & Hill
Pennsylvania
$181M +$17M +10% 29
AMAL
96
Asset Management Advisors LLC
Oklahoma
$181M +$15.5M +9% 19
BC
97
Bulwark Capital
Florida
$178M +$15.5M +10% 108
PAM
98
PVG Asset Management
Colorado
$173M +$3.96M +2% 135
LFA
99
Longview Financial Advisors
Alabama
$171M +$7.33M +4% 163
RW
100
Ridgeline Wealth
Arizona
$171M +$31.3M +22% 61