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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, 3,293 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
SS
1676
Spinecap SAS
France
$335M +$62.2M +23% 7.51% 16 6.25%
BIA
1677
BHK Investment Advisors
Alabama
$335M +$35.5M +12% 14.3% 54.6% 83 9.64%
AWS
1678
Arkfeld Wealth Strategies
Nebraska
$334M +$18.3M +6% 8.32% 83.9% 124 11.29%
SC
1679
Saiph Capital
New Jersey
$334M +$69.8M +26% 12.3% 52.4% 135 46.67%
SF
1680
Slagle Financial
Illinois
$334M +$31.1M +10% 12.8% 77.9% 148 32.43%
HJIM
1681
Henry James International Management
New York
$334M +$56.9M +21% 27.8% 123% 99 13.13%
EWP
1682
Elevation Wealth Partners
California
$334M +$54.7M +20% 14.8% 63.7% 1,366 25.77%
CAM
1683
Costello Asset Management
Pennsylvania
$333M +$44M +15% 12.4% 65.9% 727 8.12%
DWM
1684
Ducere Wealth Management
California
$333M +$81.1M +32% 23.3% 153 29.41%
CP
1685
Canopy Partners
Ohio
$332M +$41M +14% 19.2% 274 17.15%
IWM
1686
Iams Wealth Management
Nebraska
$332M +$45.3M +16% 10.9% 51.3% 205 16.59%
PAM
1687
Prodigy Asset Management
Nebraska
$332M +$32.5M +11% 8.53% 32 21.88%
LCGC
1688
Legacy Capital Group California
California
$332M +$69M +26% 19.9% 129% 333 27.03%
PP
1689
Pacifica Partners
Canada
$332M +$30.4M +10% 23.7% 123% 456 8.55%
LKBC
1690
L.K. Benson & Company
Maryland
$332M +$29M +10% 15.6% 120 10%
FWMP
1691
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$331M +$47.8M +17% 10% 106 15.09%
FA
1692
Flagstar Advisors
New York
$331M +$55M +20% 32% 77.9% 184 9.24%
NFGCM
1693
Norman Fields Gottscho Capital Management
New York
$330M +$27.6M +9% 17.6% 94% 66 4.55%
MIM
1694
Montgomery Investment Management
Maryland
$330M +$36.4M +12% 15.5% 98.4% 108 4.63%
BFA
1695
Buttonwood Financial Advisors
Maryland
$329M +$29.9M +10% 13.2% 66.3% 112 5.36%
OFG
1696
Omega Financial Group
California
$329M +$21M +7% 11.9% 45.2% 105 17.14%
EWA
1697
Encompass Wealth Advisors
Oregon
$328M +$41.1M +14% 16.6% 63.2% 113 15.04%
KWM
1698
Kaydan Wealth Management
Michigan
$328M +$29.1M +10% 12.2% 57.8% 118 10.17%
JAM
1699
JCIC Asset Management
Ontario, Canada
$326M $0 0% 9.06% 113 0%
CIM
1700
Capital Investment Management
Missouri
$326M +$35.2M +12% 11.3% 139 15.11%