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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, 3,264 funds (~37%) 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
SCP
1551
Silverleafe Capital Partners
Tennessee
$367M +$28.2M +8% 24.4% 82.8% 112 19.64%
ICP
1552
Impact Capital Partners
Colorado
$367M +$35.9M +11% 17.8% 318 24.21%
ECM
1553
Empirical Capital Management
Tennessee
$366M +$199M +119% 21.7% 28 50%
ITIM
1554
Indiana Trust & Investment Management
Indiana
$366M +$42.1M +13% 18.5% 104% 502 9.16%
RFG
1555
Range Financial Group
Oregon
$366M +$67.8M +23% 36.4% 188% 218 18.35%
TH
1556
Team Hewins
California
$366M +$29M +9% 10.6% 60.5% 41 2.44%
FNBSF
1557
First National Bank Sioux Falls
South Dakota
$366M $0 0% 10% 65.4% 147 0%
VAM
1558
Vert Asset Management
California
$365M +$50.4M +16% 12.7% 43.6% 45 2.22%
DWM
1559
Darwin Wealth Management
Florida
$365M +$44.2M +14% 14.3% 56.8% 794 10.45%
2L
1560
25 LLC
Missouri
$365M +$40.8M +13% 9.85% 44.2% 82 18.29%
EFG
1561
Elevated Financial Group
Indiana
$365M +$57.3M +19% 17.9% 146 22.6%
KIC
1562
Keating Investment Counselors
Florida
$364M -$39.6M -10% 6.71% 43.7% 63 12.7%
BBNB
1563
Baker Boyer National Bank
Washington
$364M +$31.3M +9% 9.49% 44.7% 100 15%
SFMG
1564
Sage Financial Management Group
Virginia
$364M +$38.6M +12% 9.51% 47.3% 62 9.68%
TFG
1565
Tilson Financial Group
New Jersey
$364M +$30.4M +9% 8.69% 39.3% 87 10.34%
GC
1566
GFG Capital
Florida
$363M +$50.4M +16% 36% 128% 105 20.95%
RBCM
1567
Raub Brock Capital Management
California
$363M -$31.7M -8% 11.5% 56.3% 50 24%
PWM
1568
Purus Wealth Management
California
$363M +$49.6M +16% 23.9% 156% 175 12.57%
WIA
1569
Westbourne Investment Advisors
Maryland
$363M +$19.6M +6% 11.1% 89.4% 124 10.48%
HA
1570
Hamel Associates
New Jersey
$363M +$12.1M +3% 2.44% 50.6% 94 15.96%
WMA
1571
Wealth Management Associates
New Jersey
$362M +$72.8M +25% 14.9% 111% 268 17.91%
AW
1572
Alteri Wealth
California
$362M +$53.5M +17% 28.2% 314 12.74%
SFS
1573
Solitude Financial Services
Virginia
$361M +$23.1M +7% 8.81% 55.4% 42 7.14%
HP
1574
HT Partners
Connecticut
$361M +$30.9M +9% 13.6% 63.1% 56 7.14%
WWM
1575
WT Wealth Management
Arizona
$361M +$24.7M +7% 12.3% 66.6% 155 21.94%