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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
ITFISA
1376
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$300M +$58.4M +24% 40.7% 183% 210 14.29%
RCF
1377
Rainwater Charitable Foundation
Texas
$300M +$106M +55% 11.9% 40.2% 4 0%
SWM
1378
Sculati Wealth Management
Michigan
$300M +$28.9M +11% 9.99% 72.3% 126 10.32%
FS
1379
Financial Symmetry
North Carolina
$300M +$18.2M +6% 11% 69 10.14%
MIM
1380
Martin Investment Management
Florida
$300M -$34.6M -10% 1.77% 44.7% 49 10.2%
KWA
1381
Kondo Wealth Advisors
California
$299M +$33.6M +13% 10.3% 79 17.72%
MWM
1382
Maltin Wealth Management
New Jersey
$299M +$37.4M +14% 9.38% 51.9% 153 15.69%
SFS
1383
Searcy Financial Services
Kansas
$298M +$28.5M +11% 10.7% 58.5% 28 7.14%
SC
1384
Sawyer & Company
Massachusetts
$298M +$38.2M +15% 25% 97.4% 211 10.9%
VWM
1385
Vertrix Wealth Management
Michigan
$297M +$25.5M +9% 12.4% 113 24.78%
FF
1386
Foundry Financial
California
$297M +$60.9M +26% 11.2% 87 19.54%
TIA
1387
TCFG Investment Advisors
California
$297M +$29.4M +11% 18.4% 317 19.24%
HI
1388
Harper Investing
California
$297M +$67.4M +29% 13% 53.4% 86 15.12%
PTEAP
1389
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$297M +$28.8M +11% 11.8% 10 0%
SWM
1390
Shrier Wealth Management
California
$296M +$22.9M +8% 6.83% 139 9.35%
CWA
1391
Continuum Wealth Advisors
New York
$296M +$55.3M +23% 9.39% 61.4% 87 25.29%
CNBT
1392
Cornerstone National Bank & Trust
Illinois
$296M +$24.4M +9% 7.24% 33.9% 224 10.27%
CG
1393
Clarus Group
Texas
$295M +$16.1M +6% 11.6% 65.5% 132 18.18%
NI
1394
Nepsis Inc
Minnesota
$295M -$3.75M -1% 19.3% 116% 31 16.13%
T
1395
TrustBank
Illinois
$295M +$36.8M +14% 13.1% 178 15.17%
MFG
1396
Mainsail Financial Group
Washington
$294M +$54.3M +23% 16.1% 57.2% 73 16.44%
WFS
1397
Weitzel Financial Services
Iowa
$294M +$28.7M +11% 9.91% 42.4% 54 12.96%
WIA
1398
Wealthedge Investment Advisors
New York
$294M +$21.8M +8% 18% 160 22.5%
DRP
1399
Decker Retirement Planning
Utah
$294M +$72.9M +33% 34.3% 490 52.04%
MFP
1400
Meridian Financial Partners
Virginia
$293M +$30.2M +11% 15.6% 73.1% 128 12.5%