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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
NCMW
1651
Northern Capital Management (Washington)
Washington
$235M +$35.1M +18% 17.4% 80% 56 10.71%
KIG
1652
Kessler Investment Group
Indiana
$234M +$22.9M +11% 32% 218% 89 20.22%
AWA
1653
Aletheian Wealth Advisors
Washington
$234M +$29M +14% 11% 111 14.41%
ONSWM
1654
Old North State Wealth Management
North Carolina
$234M +$17.9M +8% 11.5% 76.7% 120 13.33%
RCM
1655
Richardson Capital Management
Wisconsin
$234M +$26.9M +13% 14.5% 398 39.95%
WB
1656
West Bancorporation
Iowa
$234M +$33.4M +17% 13.2% 64.4% 103 12.62%
FFA
1657
Fortune Financial Advisors
Kansas
$234M +$37.5M +19% 19.4% 76.8% 165 11.52%
BWM
1658
Braeburn Wealth Management
Michigan
$233M +$58M +33% 35.1% 111 34.23%
BS
1659
Brighton Securities
New York
$233M +$25.2M +12% 9.98% 54 20.37%
DKCM
1660
Davidson Kahn Capital Management
California
$233M +$45.2M +24% 14.3% 73 16.44%
TPBG
1661
Turning Point Benefit Group
Maryland
$232M +$75.5M +48% 5.94% 115 22.61%
LC
1662
Lavelle Capital
California
$232M +$70.9M +44% 10.4% 84 25%
OPOWM
1663
One Plus One Wealth Management
Florida
$232M -$5.36M -2% 0.63% 69.2% 100 19%
PFSC
1664
Peoples Financial Services Corp
Pennsylvania
$231M +$20.3M +10% 19.6% 93% 278 3.96%
GPW
1665
Gray Private Wealth
Massachusetts
$231M +$32.6M +16% 13.9% 61 22.95%
FFG
1666
Foundry Financial Group
New Hampshire
$231M +$29.7M +15% 13.3% 82 17.07%
VH
1667
VVR Holdings
Washington
$231M +$37.7M +19% 17.2% 45 28.89%
FCMT
1668
Founders Capital Management (Texas)
Texas
$231M +$26.3M +13% 24.1% 118% 427 10.3%
PPWM
1669
PFG Private Wealth Management
Florida
$231M -$5.05M -2% 9.55% 48.3% 86 26.74%
CCA
1670
Cooper Capital Advisors
California
$231M +$87.7M +61% 17.1% 44 27.27%
HDA
1671
Harold Davidson & Associates
California
$231M +$24.7M +12% 22.7% 66 19.7%
BFS
1672
Burrus Financial Services
Utah
$230M +$11.9M +5% 6.76% 30.2% 11 0%
BC
1673
BDFS Capital
Delaware
$230M +$22.2M +11% 6.77% 149 30.2%
ACM
1674
Azarias Capital Management
Pennsylvania
$230M +$6.68M +3% 9.32% 93.1% 25 12%
IIA
1675
Integrity Investment Advisors
Colorado
$230M +$45.4M +25% 16.9% 79 15.19%