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, 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
SFG
101
Somnio Financial Group
Connecticut
$169M +$16.6M +11% 14
SVWA
102
Sarver Vrooman Wealth Advisors
Missouri
$168M +$5.42M +3% 148
GWM
103
GK Wealth Management
Nevada
$165M +$50.5M +44% 266
GFA
104
Gladwyn Financial Advisors
Virginia
$160M +$16.2M +11% 86
KAM
105
Kopion Asset Management
Texas
$158M +$29.7M +23% 21
MWM
106
Moulton Wealth Management
Washington
$152M +$5.2M +4% 83
PF
107
Prota Financial
Texas
$152M +$13.9M +10% 74
TCL
108
TTRF Capital Ltd
$152M 13
MAFA
109
MJT & Associates Financial Advisory
Minnesota
$151M +$15M +11% 495
AT
110
Adelphi Trust
Florida
$151M +$27.8M +23% 125
SA
111
Sincerus Advisory
New York
$147M +$15.3M +12% 82
SIM
112
SWP Investment Management
Ohio
$145M +$10.9M +8% 50
RBDF
113
Robert B. Daugherty Foundation
Nebraska
$144M +$44.4M +44% 1
PAM
114
PartnerRe Asset Management
Connecticut
$142M +$3.49M +3% 2
FFP
115
Frisco Financial Planning
Texas
$133M +$11.5M +9% 29
CIM
116
CenturyLink Investment Management
Colorado
$129M -$45.9M -26% 3
RF
117
Roxbury Financial
New Jersey
$126M +$15.3M +14% 434
BHPW
118
Box Hill Private Wealth
Arizona
$125M +$23.5M +23% 73
LSL
119
Legacy Solutions LLC
Pennsylvania
$124M +$15.7M +15% 88
CCAL
120
City Center Advisors LLC
Michigan
$123M +$15.3M +14% 191
MGI
121
Miller Global Investments
Texas
$121M +$11.7M +11% 310
VIP
122
Value Investment Professionals
New York
$119M +$73.7M +163% 117
WWA
123
Wisconsin Wealth Advisors
Wisconsin
$117M +$15M +15% 92
CS
124
Crescent Sterling
Louisiana
$112M +$8.45M +8% 89
CF
125
Calder Financial
Pennsylvania
$106M +$5.41M +5% 45