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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
CCA
1626
Clarity Capital Advisors
Florida
$239M +$23.9M +11% 10.6% 96 2.08%
NSB
1627
Norway Savings Bank
Maine
$239M +$27.6M +13% 26.6% 101% 109 10.09%
CNBOF
1628
City National Bank of Florida
Florida
$238M +$70.8M +42% 18.2% 163 30.06%
GRWP
1629
Green Ridge Wealth Planning
New Jersey
$238M +$47.7M +25% 23.3% 98 16.33%
BPW
1630
BlueDoor Private Wealth
Massachusetts
$238M +$21.7M +10% 10.8% 171 18.13%
CFIM
1631
Client First Investment Management
Wisconsin
$237M +$44.9M +23% 43.8% 36 77.78%
GPWM
1632
Grant Private Wealth Management
California
$237M +$48.7M +26% 26.7% 171 14.04%
SAM
1633
Sequent Asset Management
Texas
$237M +$28.2M +13% 13.4% 51.3% 99 19.19%
AIA
1634
Arcadia Investment Advisors
Idaho
$237M +$25.3M +12% 11.2% 51.4% 83 6.02%
BTIM
1635
BancFirst Trust & Investment Management
Oklahoma
$237M +$10.7M +5% 1.05% 44.9% 67 40.3%
TBF
1636
True Blue Financial
Michigan
$237M +$110M +87% 10% 62 17.74%
GSF
1637
Grove Street Fiduciary
New Hampshire
$237M +$9.84M +4% 6.12% 80 13.75%
IWMWV
1638
Ironwood Wealth Management (West Virginia)
West Virginia
$237M +$13.4M +6% 8.55% 35.2% 31 32.26%
DRS
1639
Deane Retirement Strategies
Louisiana
$236M -$12.4M -5% 1.53% 64.7% 77 58.44%
EP
1640
EPIQ Partners
Minnesota
$236M +$21.8M +10% 10.5% 44.3% 99 17.17%
LWM
1641
Latko Wealth Management
Illinois
$236M +$30.5M +15% 14.8% 39 12.82%
TFG
1642
Team Financial Group
California
$236M +$15.2M +7% 8.14% 42.4% 274 79.93%
BW
1643
BostonPremier Wealth
Massachusetts
$235M +$41.9M +22% 19.8% 79 11.39%
AIC
1644
Allodium Investment Consultants
Minnesota
$235M +$26.6M +13% 10.2% 57 8.77%
DIM
1645
DLK Investment Management
California
$235M -$17.8M -7% 5.17% 126 50.79%
PAW
1646
Plan A Wealth
Nebraska
$235M +$26.3M +13% 10.8% 209 22.01%
MWA
1647
MN Wealth Advisors
Kansas
$235M +$29.3M +14% 14.2% 141 17.02%
PIM
1648
Peregrine Investment Management
Ontario, Canada
$235M +$108M +85% 78.3% 31 51.61%
CWP
1649
Core Wealth Partners
California
$235M +$19.6M +9% 15.3% 63.8% 205 19.02%
TWM
1650
Trevian Wealth Management
Massachusetts
$235M +$32M +16% 15.1% 94.1% 45 4.44%