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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
MWM
1551
Meritas Wealth Management
California
$256M +$34.9M +16% 10.8% 63% 67 16.42%
YWM
1552
Yoder Wealth Management
California
$256M +$36.5M +17% 15.3% 58.9% 133 9.77%
AA
1553
Altrafin AG
$255M -$34.9M -12% 22.5% 97.6% 56 28.57%
CWA
1554
Carolina Wealth Advisors
South Carolina
$255M +$15M +6% 14.7% 57.5% 297 12.46%
VIPI
1555
Vista Investment Partners II
Indiana
$255M +$32.2M +14% 21.9% 184 27.72%
SWM
1556
Shelton Wealth Management
Texas
$255M +$26.4M +12% 19.6% 88% 168 32.74%
SFC
1557
Sprinkle Financial Consultants
Colorado
$255M +$38.1M +18% 11.7% 108 12.96%
SIF
1558
State Insurance Fund
New York
$255M +$38.9M +18% 18% 1 0%
EIA
1559
Eastover Investment Advisors
North Carolina
$254M +$20.5M +9% 14.7% 102% 50 2%
AFO
1560
Aurelius Family Office
New Hampshire
$254M +$23.9M +10% 9.09% 49 4.08%
GAM
1561
GEM Asset Management
Michigan
$254M +$27.2M +12% 15.1% 54.7% 118 11.02%
G
1562
Gainplan
Michigan
$254M +$120M +90% 14% 93.3% 71 30.99%
OPWM
1563
Oxinas Partners Wealth Management
Indiana
$254M +$34.9M +16% 19.8% 91.4% 160 16.25%
SRCM
1564
Signature Resources Capital Management
California
$254M +$42.6M +20% 15.5% 746 16.89%
OC
1565
Optima Capital
Oregon
$253M +$38M +18% 12.1% 179 18.99%
DWM
1566
Dogwood Wealth Management
Kansas
$253M +$23.1M +10% 10.6% 939 17.89%
HHWM
1567
Hiley Hunt Wealth Management
Nebraska
$253M +$26.3M +12% 8.91% 49 4.08%
SI
1568
SimpliFi Inc
California
$253M +$14.9M +6% 6.14% 26.7% 45 4.44%
CKAIS
1569
Christensen King & Associates Investment Services
Washington
$252M +$18.6M +8% 12.3% 111 8.11%
HWA
1570
Heritage Wealth Architects
Minnesota
$251M +$11.8M +5% 11.2% 74 4.05%
CFC
1571
Client First Capital
California
$251M +$20.6M +9% 11.2% 49.6% 29 6.9%
CWMG
1572
Compass Wealth Management (Georgia)
Georgia
$251M +$16.8M +7% 12.5% 76 7.89%
KSWWM
1573
Keyes Stange & Wooten Wealth Management
Florida
$251M +$26.6M +12% 9.52% 78 14.1%
PK
1574
Pflug Koory
Nebraska
$250M +$32.1M +15% 22.7% 430 3.49%
QCM
1575
Quadratic Capital Management
Connecticut
$250M -$133M -35% 0.4% 0.74% 2 0%