We are live on ! Find out more

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
LL
1001
LPWM LLC
Minnesota
$451M +$54.4M +14% 11.9% 54.3% 101 9.9%
KFG
1002
Kelly Financial Group
Connecticut
$450M +$52.4M +13% 9.91% 111 13.51%
DI
1003
Diligent Investors
California
$449M +$45.3M +11% 16.3% 71.9% 370 10%
HFM
1004
Hartford Financial Management
Connecticut
$448M +$55.8M +14% 18.5% 79.6% 360 7.5%
WSWA
1005
Warren Street Wealth Advisors
California
$448M +$55.2M +14% 13.3% 75.7% 165 27.27%
WC
1006
Wealthspring Capital
New York
$448M +$26.3M +6% 2.94% 24.1% 260 45%
LFA
1007
Level Financial Advisors
New York
$448M +$55.5M +14% 9.66% 41.5% 97 7.22%
SCS
1008
Syquant Capital SAS
France
$447M -$193M -30% 0.4% 176% 48 37.5%
BWM
1009
Brown Wealth Management
Illinois
$447M +$57.9M +15% 10.4% 44.4% 139 20.14%
FFM
1010
Flagstone Financial Management
Nebraska
$447M +$44.3M +11% 9.29% 43.9% 77 7.79%
WEG
1011
World Equity Group
Illinois
$447M +$60.5M +16% 18.2% 99% 431 27.61%
UB
1012
Umpqua Bank
Oregon
$446M +$95.6M +27% 18.6% 167 7.78%
HPCM
1013
Hunter Perkins Capital Management
Illinois
$446M +$19M +4% 7.83% 58% 156 11.54%
LWPC
1014
Legacy Wealth Partners (Colorado)
Colorado
$445M +$46.3M +12% 10.5% 209 25.36%
CFS
1015
CGC Financial Services
Oregon
$445M +$98.6M +28% 9.28% 41.1% 347 7.49%
UWM
1016
United Wealth Management
Virginia
$444M +$42.1M +10% 9.74% 24 0%
AWM
1017
Accel Wealth Management
Iowa
$444M +$61M +16% 18.7% 77.4% 317 12.3%
DWAM
1018
Duncan Williams Asset Management
Tennessee
$444M +$82.9M +23% 14.2% 177 15.82%
TA
1019
TrueWealth Advisors
Alabama
$444M +$46M +12% 12.8% 58.5% 248 11.29%
BIP
1020
Bouvel Investment Partners
Pennsylvania
$442M +$97.7M +28% 44% 187% 95 29.47%
FPTW
1021
Franklin, Parlapiano, Turner & Welch
Texas
$442M +$22.6M +5% 7.51% 41.6% 57 7.02%
HH
1022
HWG Holdings
Texas
$442M +$57.7M +15% 23.1% 64 45.31%
CPWA
1023
Cerro Pacific Wealth Advisors
California
$442M +$61M +16% 17.1% 173 12.72%
DA
1024
Doliver Advisors
Texas
$442M +$2.02M +0.5% 5.39% 81% 196 10.71%
EC
1025
EdgeRock Capital
Colorado
$441M +$71.8M +19% 15.9% 71.3% 142 16.9%