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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

All fund managers

Live Disclosures

Portfolio disclosures for 2026 Q2 are currently underway and will close on August 14th. As of this moment, 3,024 funds (~34%) 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
PWM
1126
Prentice Wealth Management
New York
$484M +$41.3M +9% 7.72% 44.2% 126 7.14%
GVCM
1127
Global View Capital Management
Wisconsin
$484M +$108M +29% 30.3% – 173 34.68%
SCH
1128
Shengqi Capital (HK)
Hong Kong
$484M +$416M +616% 188% – 12 58.33%
APC
1129
Aspire Private Capital
North Carolina
$484M +$40.7M +9% 9.87% 49.6% 186 14.52%
SM
1130
Sciencast Management
New Jersey
$482M -$303M -39% 12.3% 72.5% 390 77.44%
SCA
1131
Sage Capital Advisors
South Dakota
$482M +$50.7M +12% 15.6% 89.4% 145 14.48%
SA
1132
Stewardship Advisors
Pennsylvania
$481M +$46.2M +11% 11.6% 42.6% 189 18.52%
MAV
1133
Mason & Associates (Virginia)
Virginia
$481M +$43.9M +10% 8.66% – 48 14.58%
MM
1134
Marino Management
Connecticut
$480M -$67.2M -12% 12% – 11 0%
BONH
1135
Bank of New Hampshire
New Hampshire
$479M +$42M +10% 17.2% 86.4% 574 12.02%
KDA
1136
Kraft Davis & Associates
Missouri
$479M +$9.46M +2% 18.2% 75% 162 11.11%
BIA
1137
Barry Investment Advisors
Massachusetts
$478M +$24.5M +5% 1.92% 57.9% 106 10.38%
CWA
1138
Cornerstone Wealth Advisors
Minnesota
$477M +$42.9M +10% 9.77% 42.6% 57 17.54%
SAM
1139
Standpoint Asset Management
Arizona
$477M +$64.7M +16% 13% 63.2% 8 0%
ZCP
1140
Z3 Capital Partners
Virginia
$476M +$81.5M +21% 35.2% – 209 18.66%
ECP
1141
Elemental Capital Partners
California
$476M +$241M +103% 115% – 13 15.38%
LFS
1142
Lighthouse Financial Services
California
$476M +$32.5M +7% 18% – 103 4.85%
PEA
1143
Park Edge Advisors
Ohio
$475M +$41M +9% 8.34% 53.7% 164 20.12%
FTA
1144
Financial & Tax Architects
Missouri
$474M +$25.9M +6% 5.88% 46.1% 131 33.59%
SSI
1145
Scott & Selber Inc
Texas
$474M +$86.4M +22% 45.7% 187% 94 6.38%
IIM
1146
Ipswich Investment Management
Massachusetts
$474M +$47.8M +11% 17.7% 92.8% 195 7.69%
AWM
1147
Austin Wealth Management
Texas
$473M +$33M +7% 8.25% 48.2% 129 10.85%
CHIAL
1148
Copper Harbor Investment Advisors, LLC
Wisconsin
$472M – – 12.9% – 95 –
WCM
1149
Whitener Capital Management
North Carolina
$472M +$33.8M +8% 14.8% 98.5% 192 13.54%
SWRP
1150
Summit Wealth & Retirement Planning
California
$472M +$52.9M +13% 12.1% 67.6% 116 9.48%
44 45
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