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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
TAM
1351
Townsend Asset Management
North Carolina
$312M +$35.1M +13% 16% 77% 199 8.04%
FOA
1352
Five Oceans Advisors
California
$311M +$34.7M +13% 16.3% 78.8% 214 14.49%
OAM
1353
Oak Asset Management
California
$311M +$20.6M +7% 12% 78% 117 9.4%
TF
1354
Tenon Financial
New Jersey
$311M +$56.3M +22% 12.7% 64 20.31%
LFP
1355
Lakeshore Financial Planning
Michigan
$311M +$34.8M +13% 12% 56.8% 99 21.21%
AC
1356
Applied Capital
Arkansas
$310M +$42.5M +16% 11.5% 52.6% 54 9.26%
CHJWM
1357
Carlton Hofferkamp & Jenks Wealth Management
Texas
$310M +$10.7M +4% 10.8% 58.2% 149 8.05%
FWP
1358
Firethorn Wealth Partners
Georgia
$310M +$37.5M +14% 13.3% 67.1% 212 16.04%
BE
1359
Bonness Enterprises
District of Columbia
$310M +$36.9M +14% 26.2% 94.6% 39 5.13%
GCM
1360
GKV Capital Management
California
$310M +$43.3M +16% 24.7% 91 12.09%
SCG
1361
Sonata Capital Group
Washington
$310M +$38.8M +14% 12.6% 57.4% 133 11.28%
DC
1362
Defender Capital
North Carolina
$308M +$26M +9% 13.4% 83.5% 41 26.83%
FIG
1363
FSA Investment Group
Florida
$308M +$59.4M +24% 9.21% 51 19.61%
LCC
1364
Lincoln Capital Corp
Rhode Island
$308M +$36.1M +13% 14.3% 73.9% 108 16.67%
AWAP
1365
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$308M +$79.4M +35% 12% 68.1% 177 13.56%
AAMC
1366
Asset Allocation & Management Company
Illinois
$307M +$37.3M +14% 10.4% 53.8% 97 34.02%
BCP
1367
Blackhawk Capital Partners
Wisconsin
$306M +$33.6M +12% 12.1% 87.2% 176 36.93%
TBC
1368
Ted Buchan & Co
California
$306M +$30.4M +11% 9.8% 61% 96 9.38%
AFS
1369
Access Financial Services
Minnesota
$305M +$22.9M +8% 8.26% 44.8% 106 13.21%
CAG
1370
Carroll Advisory Group
Texas
$305M +$46.9M +18% 11.7% 75 10.67%
DK
1371
David Kennon
Florida
$303M +$23.7M +9% 11.8% 46.9% 46 13.04%
EFMH
1372
E Fund Management (HK)
Hong Kong
$302M +$81.7M +37% 37.3% 163% 566 16.25%
BWA
1373
BCU Wealth Advisors
Illinois
$301M +$32.8M +12% 11.2% 65 10.77%
AA
1374
ACT Advisors
North Carolina
$301M +$65.6M +28% 14.2% 69.8% 98 34.69%
TW
1375
Traveka Wealth
California
$301M +$38.8M +15% 15.2% 213 19.25%