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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
SPI
1226
Santori & Peters Inc
Pennsylvania
$355M +$33.4M +10% 10.4% 88% 84 7.14%
WAG
1227
Wheelhouse Advisory Group
Missouri
$354M +$52.6M +17% 11.6% 56 10.71%
ST
1228
Somerset Trust
Pennsylvania
$354M +$27.5M +8% 13.6% 69.7% 195 15.38%
JA
1229
JVL Associates
Michigan
$352M +$54.2M +18% 17.7% 73.3% 81 24.69%
FP
1230
FFG Partners
Florida
$352M +$99.7M +39% 49.2% 51 47.06%
KNFPWM
1231
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$352M +$57.5M +20% 15% 87 8.05%
S
1232
Sunpointe
Missouri
$352M +$46.7M +15% 20.1% 307 21.82%
CRI
1233
Colonial River Investments
Virginia
$352M +$72.3M +26% 28.5% 144% 268 21.64%
EA
1234
Everpar Advisors
Oklahoma
$352M +$61.1M +21% 22.5% 326 20.86%
LFA
1235
LifeGuide Financial Advisors
Pennsylvania
$351M +$38.4M +12% 7.88% 31% 51 17.65%
SW
1236
StrongBox Wealth
Missouri
$351M +$38.4M +12% 9.31% 57.8% 267 64.04%
PBBUPS
1237
PKO BP Bankowy Universal Pension Society
Poland
$350M +$136M +64% 133% 13 0%
PS
1238
Planned Solutions
California
$349M +$43.4M +14% 14.8% 60.8% 164 20.73%
RF
1239
Robinswood Financial
Washington
$349M +$31.1M +10% 7.84% 38.8% 457 12.25%
AI
1240
Auour Investments
Massachusetts
$349M +$30.8M +10% 7.66% 35.5% 98 10.2%
PWM
1241
Pines Wealth Management
North Carolina
$348M +$38.8M +13% 17.9% 232 12.5%
FUBT
1242
First United Bank & Trust
Maryland
$348M +$39.7M +13% 14.1% 69.2% 425 8.24%
DC
1243
Dorval Corp
Minnesota
$347M +$25.2M +8% 5.69% 49 8.16%
CAM
1244
CPA Asset Management
Florida
$347M +$49.1M +16% 8.73% 48.8% 102 7.84%
IAS
1245
Investment Advisory Services
Texas
$347M +$32.7M +10% 12.1% 65.4% 146 15.07%
DFA
1246
DHJJ Financial Advisors
Illinois
$347M +$45.2M +15% 13.3% 56.7% 1,117 6.36%
KCFA
1247
Key Client Fiduciary Advisors
New Jersey
$347M +$52.5M +18% 20.8% 95.1% 244 16.39%
BFW
1248
Brady Family Wealth
Missouri
$346M +$25.8M +8% 11.1% 61.8% 119 12.61%
BMC
1249
Bear Mountain Capital
Washington
$345M +$12.6M +4% 8.68% 222 14.41%
GSC
1250
G&S Capital
Colorado
$345M +$60.6M +21% 15.7% 77.2% 162 22.22%