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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
NIWA
1651
New Insight Wealth Advisors
California
$339M +$60.3M +22% 18.2% 122 13.93%
EWA
1652
Etesian Wealth Advisors
Oregon
$338M +$24.9M +8% 9.21% 54.8% 143 4.9%
SJL
1653
Shayne & Jacobs LLC
Tennessee
$337M +$13.6M +4% 8.98% 73.4% 101 6.93%
AWM
1654
Ameliora Wealth Management
Switzerland
$337M +$23.2M +7% 10.2% 70.1% 244 11.07%
BI
1655
BFI Infinity
Switzerland
$337M +$146M +76% 14.2% 73 26.03%
AFS
1656
Amtrust Financial Services
New York
$336M +$36.7M +12% 12.5% 53.8% 15 0%
RFP
1657
Roth Financial Partners
Texas
$336M +$43.4M +15% 11.7% 54.3% 33 6.06%
SFC
1658
Strategic Financial Concepts
Texas
$336M -$69.3M -17% 13.5% 56.8% 326 35.28%
SCI
1659
Silver Coast Investments
United States
$336M +$22.5M +7% 8.65% 127 11.02%
ATC
1660
Adirondack Trust Company
New York
$336M +$38M +13% 16.7% 84.9% 576 8.68%
SIM
1661
Seaview Investment Managers
Florida
$335M +$57.4M +21% 33.6% 148% 94 23.4%
SS
1662
Spinecap SAS
France
$335M +$62.2M +23% 7.51% 16 6.25%
BIA
1663
BHK Investment Advisors
Alabama
$335M +$35.5M +12% 14.3% 54.6% 83 9.64%
AWS
1664
Arkfeld Wealth Strategies
Nebraska
$334M +$18.3M +6% 8.32% 83.9% 124 11.29%
SC
1665
Saiph Capital
New Jersey
$334M +$69.8M +26% 12.3% 52.4% 135 46.67%
SF
1666
Slagle Financial
Illinois
$334M +$31.1M +10% 12.8% 77.9% 148 32.43%
HJIM
1667
Henry James International Management
New York
$334M +$56.9M +21% 27.8% 123% 99 13.13%
EWP
1668
Elevation Wealth Partners
California
$334M +$54.7M +20% 14.8% 63.7% 1,366 25.77%
CAM
1669
Costello Asset Management
Pennsylvania
$333M +$44M +15% 12.4% 65.9% 727 8.12%
DWM
1670
Ducere Wealth Management
California
$333M +$81.1M +32% 23.3% 153 29.41%
CP
1671
Canopy Partners
Ohio
$332M +$41M +14% 19.2% 274 17.15%
IWM
1672
Iams Wealth Management
Nebraska
$332M +$45.3M +16% 10.9% 51.3% 205 16.59%
PAM
1673
Prodigy Asset Management
Nebraska
$332M +$32.5M +11% 8.53% 32 21.88%
LCGC
1674
Legacy Capital Group California
California
$332M +$69M +26% 19.9% 129% 333 27.03%
PP
1675
Pacifica Partners
Canada
$332M +$30.4M +10% 23.7% 123% 456 8.55%