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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
HP
1176
HealthInvest Partners
Sweden
$372M +$62M +20% 19.1% 42 14.29%
CPIA
1177
Cornell Pochily Investment Advisors
New York
$372M +$31.3M +9% 14.5% 83.7% 192 10.94%
RWM
1178
Reston Wealth Management
Virginia
$371M +$44.6M +14% 13.3% 60.7% 67 10.45%
CPC
1179
Congress Park Capital
New York
$370M +$44.8M +14% 20.5% 95.6% 146 18.49%
VC
1180
Veracity Capital
Georgia
$370M +$90.5M +32% 22.7% 140% 237 21.1%
BOSSRA
1181
B.O.S.S. Retirement Advisors
Utah
$370M +$42.3M +13% 13.8% 69.7% 195 30.26%
GCM
1182
Gunderson Capital Management
South Carolina
$370M +$131M +55% 89.8% 947% 60 36.67%
CC
1183
Cypress Capital
Tennessee
$370M +$18.4M +5% 7.73% 39.8% 115 19.13%
MLCM
1184
M & L Capital Management
United Kingdom
$370M -$36.9M -9% 102% 27 66.67%
GE
1185
General Electric
Ohio
$369M +$60.6M +20% 28.1% 47.5% 2 0%
JF
1186
Joule Financial
Kentucky
$369M +$25.5M +7% 10.1% 55.5% 122 11.48%
GFPC
1187
Global Financial Private Client
Florida
$369M +$63M +21% 18.9% 90.4% 259 13.9%
PC
1188
PhiloSmith Capital
Connecticut
$368M +$17.6M +5% 5.01% 54% 23 4.35%
FZCM
1189
Flynn Zito Capital Management
New York
$368M +$54.8M +17% 23.7% 97.3% 176 15.91%
NWWA
1190
New Wave Wealth Advisors
Arkansas
$367M +$79.3M +28% 16.6% 239 34.31%
OAP
1191
One Advisory Partners
Kansas
$367M +$42.9M +13% 15% 54.2% 77 18.18%
WF
1192
Whelan Financial
California
$367M +$45.1M +14% 15.8% 57.9% 103 16.5%
SLP
1193
Storen Legacy Partners
Indiana
$367M +$47.8M +15% 13.4% 118 15.25%
SCP
1194
Silverleafe Capital Partners
Tennessee
$367M +$28.2M +8% 24.4% 82.8% 112 19.64%
ICP
1195
Impact Capital Partners
Colorado
$367M +$35.9M +11% 17.8% 318 24.21%
ECM
1196
Empirical Capital Management
Tennessee
$366M +$199M +119% 21.7% 28 50%
ITIM
1197
Indiana Trust & Investment Management
Indiana
$366M +$42.1M +13% 18.5% 104% 502 9.16%
RFG
1198
Range Financial Group
Oregon
$366M +$67.8M +23% 36.4% 188% 218 18.35%
FNBSF
1199
First National Bank Sioux Falls
South Dakota
$366M $0 0% 10% 65.4% 147 0%
VAM
1200
Vert Asset Management
California
$365M +$50.4M +16% 12.7% 43.6% 45 2.22%