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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, 2,889 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
NDSI
1001
Newman Dignan & Sheerar Inc
Rhode Island
$523M +$47.8M +10% 12.7% 73.5% 205 10.24%
WWM
1002
Wiser Wealth Management
Georgia
$523M +$59M +13% 11.5% 46.7% 77 27.27%
TWG
1003
The Wealth Group
Minnesota
$523M +$83.5M +19% 17.3% 101 12.87%
RWM
1004
Rockline Wealth Management
New York
$522M +$62.4M +14% 22.8% 116 14.66%
CA
1005
Crumly & Associates
Illinois
$522M +$46.3M +10% 12.3% 55.2% 219 19.18%
AIS
1006
AM Investment Strategies
Tennessee
$521M +$65.7M +14% 18.8% 121% 123 17.07%
CFA
1007
Churchill Financial Advisors
Kentucky
$519M +$43.6M +9% 14.2% 130 9.23%
WS
1008
Wendel SE
$519M +$630K +0.1% 0.12% 1 0%
MWC
1009
MBM Wealth Consultants
Missouri
$519M +$83M +19% 10.2% 52.6% 394 70.56%
BB
1010
Berkshire Bank
Massachusetts
$518M +$30.4M +6% 11.4% 70% 164 8.54%
EGA
1011
E&G Advisors
Texas
$518M +$68.6M +15% 17.1% 92.3% 253 10.67%
AWM
1012
Activest Wealth Management
Florida
$518M -$51.5M -9% 31.2% 105% 1,529 32.31%
MADR
1013
Milestones Administradora de Recursos
Brazil
$518M +$135M +35% 20.8% 114% 22 27.27%
FFO
1014
Fortitude Family Office
Arizona
$516M +$68.3M +15% 14.3% 2,407 27.3%
BFA
1015
Benedict Financial Advisors
Georgia
$515M +$34.2M +7% 11.4% 62% 147 12.93%
TCWM
1016
Total Clarity Wealth Management
Illinois
$515M +$88.9M +21% 13.4% 69.7% 392 26.79%
LFG
1017
Leverty Financial Group
Wisconsin
$514M +$62.2M +14% 10.8% 51.4% 53 24.53%
IA
1018
IAM Advisory
Pennsylvania
$513M +$66.9M +15% 20.4% 74.5% 113 21.24%
DA
1019
Detalus Advisors
Missouri
$513M +$75.2M +17% 15% 67.9% 205 16.1%
NI
1020
Naria Inc
Bahamas
$513M -$43.9M -8% 7.89% 1 0%
TWP
1021
Tempus Wealth Planning
California
$511M +$76.1M +17% 17% 89.9% 300 16%
NLP
1022
Next Level Private
New York
$511M +$67.8M +15% 15.6% 92.4% 186 12.37%
RPSA
1023
Richard P. Slaughter Associates
Texas
$510M +$47.4M +10% 13.3% 51% 114 20.18%
CRWM
1024
Castle Rock Wealth Management
California
$509M +$47.5M +10% 23.3% 105% 282 12.06%
AWM
1025
Aries Wealth Management
Maine
$509M +$54.5M +12% 12.2% 75% 246 6.5%