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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, 3,187 funds (~36%) 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
RBWA
1376
RFG - Bristol Wealth Advisors
Massachusetts
$414M +$43M +12% 13.1% 195 11.28%
HCM
1377
Hudson Capital Management
New Jersey
$414M +$26.7M +7% 9.09% 61.6% 79 11.39%
VR
1378
Vision Retirement
New Jersey
$414M +$62.1M +18% 22.4% 696 17.67%
BWM
1379
BNC Wealth Management
Oregon
$414M +$53.2M +15% 29.4% 193% 121 24.79%
WA
1380
WP Advisors
California
$413M +$26.8M +7% 13.7% 95.5% 128 17.19%
CFP
1381
Cypress Financial Planning
New Jersey
$413M +$50.3M +14% 8.13% 37.9% 118 23.73%
MP
1382
McDonald Partners
Ohio
$412M -$12.3M -3% 14.5% 90.7% 624 67.15%
AWP
1383
Accretive Wealth Partners
New Jersey
$412M +$55.8M +16% 8.12% 57.3% 194 13.92%
PA
1384
Prism Advisors
California
$412M +$37M +10% 11.2% 49.9% 81 12.35%
FP
1385
Financial Perspectives
Minnesota
$411M +$52.7M +15% 16.7% 87.8% 737 4.07%
HNWA
1386
Henrickson Nauta Wealth Advisors
Michigan
$410M +$54.1M +15% 11.7% 61.6% 121 14.88%
APWM
1387
Argonautica Private Wealth Management
Massachusetts
$409M +$79M +24% 42.6% 158% 204 21.08%
IFS
1388
Ifrah Financial Services
Arkansas
$409M +$31.2M +8% 16.4% 61.7% 226 16.81%
RWA
1389
Rooted Wealth Advisors
Illinois
$408M +$29.3M +8% 12.6% 50.8% 159 15.72%
PCP
1390
Polunin Capital Partners
United Kingdom
$407M +$22M +6% 37.7% 252% 22 40.91%
EL
1391
EQ LLC
Washington
$407M +$52.2M +15% 17.1% 72.9% 88 17.05%
AFA
1392
Amicus Financial Advisors
Texas
$407M +$44M +12% 8.21% 99 13.13%
BDFN
1393
Bond & Devick Financial Network
Minnesota
$406M +$47.8M +13% 10.2% 41.2% 210 11.9%
WG
1394
Warner Group
Connecticut
$406M +$253M +165% 31.5% 130 40.77%
TA
1395
Tactive Advisors
Florida
$406M +$51.3M +14% 22.4% 317 26.5%
ATI
1396
ARK & TLK Investments
Oklahoma
$406M +$36.4M +10% 12.7% 128 7.81%
HC
1397
Headland Capital
South Carolina
$406M +$50.6M +14% 12.6% 68 16.18%
BFWA
1398
Benchmark Financial Wealth Advisors
Florida
$405M +$44.4M +12% 14.2% 70.6% 160 25%
CS
1399
Cisco Systems
California
$405M +$88.1M +28% 17.9% 212% 6 50%
BCFS
1400
Butensky & Cohen Financial Security
Florida
$404M +$24.4M +6% 14.3% 72.2% 102 6.86%