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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
YP
1451
YANKCOM Partnership
South Dakota
$279M +$35.6M +15% 12.2% 388 25.77%
CCM
1452
Campbell Capital Management
Florida
$279M +$69.6M +33% 35.1% 40 30%
CA
1453
Cresta Advisors
Texas
$279M +$34.4M +14% 12.8% 59.1% 55 5.45%
YWS
1454
Yarger Wealth Strategies
Ohio
$278M +$29.9M +12% 14% 55.1% 141 15.6%
SI
1455
Shaker Investments
Ohio
$278M +$58.5M +27% 41.4% 205% 103 35.92%
QCIG
1456
Quad-Cities Investment Group
Iowa
$278M +$27.4M +11% 11.1% 61% 220 14.09%
FIA
1457
FNY Investment Advisers
New York
$278M +$49.4M +22% 35.5% 307% 1,149 51.09%
SWM
1458
SFG Wealth Management
Maryland
$278M +$35.2M +14% 15.3% 82.1% 125 29.6%
CI
1459
Cordant Inc
Oregon
$278M +$31.3M +13% 12% 47% 353 72.24%
OFA
1460
Onyx Financial Advisors
Idaho
$278M +$36.7M +15% 11.1% 52.5% 18 0%
SERBOO
1461
School Employees Retirement Board of Ohio
Ohio
$278M +$32.3M +13% 9.02% 7 28.57%
BWM
1462
Buska Wealth Management
Wisconsin
$277M +$28.4M +11% 11.9% 85 17.65%
AWG
1463
Altus Wealth Group
Colorado
$277M +$32.7M +13% 17.5% 68.6% 161 14.29%
EAM
1464
Exane Asset Management
France
$277M -$213M -43% 20.2% 77.5% 40 50%
MAWAG
1465
Mid-American Wealth Advisory Group
Missouri
$277M +$39.9M +17% 5.95% 12.3% 77 42.86%
TWM
1466
Tumwater Wealth Management
Idaho
$277M +$27.9M +11% 10.7% 36 13.89%
WR
1467
WD Rutherford
Oregon
$276M +$51.2M +23% 40.3% 170% 78 12.82%
MAWCM
1468
Mine & Arao Wealth Creation & Management
California
$276M +$37.6M +16% 17.5% 92% 80 8.75%
MAG
1469
MRA Advisory Group
New Jersey
$276M +$30.6M +12% 17.1% 84.5% 181 33.7%
WAP
1470
Wealth Analytics Partners
California
$276M +$29.7M +12% 11.9% 50 8%
DWM
1471
Dopkins Wealth Management
New York
$275M +$26.3M +11% 11.7% 64.4% 95 8.42%
VWA
1472
Valued Wealth Advisors
Utah
$275M +$28.4M +12% 10.9% 936 22.76%
UWS
1473
Unique Wealth Strategies
Illinois
$275M +$28.6M +12% 18.7% 276 41.3%
SCM
1474
Spreng Capital Management
Ohio
$275M +$62.9M +30% 13.9% 72.5% 79 18.99%
TSMHT
1475
Thurston Springer Miller Herd & Titak
Indiana
$275M +$32.8M +14% 18% 1,452 23.83%