We are live on ! Find out more

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
VWM
1701
Vigilare Wealth Management
Arizona
$326M +$30.3M +10% 9.28% 56.9% 130 21.54%
MFC
1702
Morris Financial Concepts
South Carolina
$326M +$31.6M +11% 12% 56.5% 207 7.25%
RFA
1703
Register Financial Advisors
Georgia
$326M +$55.5M +21% 27.2% 126% 438 14.38%
HWM
1704
Hassell Wealth Management
Louisiana
$326M +$28M +9% 8.97% 46.3% 29 3.45%
APW
1705
Aventura Private Wealth
Florida
$326M +$52.5M +19% 24.2% 1,021 15.48%
FWM
1706
Forza Wealth Management
Florida
$326M +$38.5M +13% 11.3% 65.6% 198 7.07%
SPG
1707
Snow Phipps Group
New York
$326M +$8.27M +3% 2.58% 89.2% 2 0%
NPI
1708
New Perspectives Inc
Mississippi
$326M +$37.1M +13% 10.2% 50 14%
FWP
1709
Family Wealth Partners
North Carolina
$326M +$33M +11% 10.7% 125 28.8%
WAG
1710
Wilkerson Advisory Group
Missouri
$326M +$34.6M +12% 12.6% 659 12.29%
BCIM
1711
Bishop & Co Investment Management
Pennsylvania
$325M +$33.3M +11% 11.1% 47.6% 26 0%
LCM
1712
Lazari Capital Management
California
$325M +$37.2M +13% 18.4% 124% 198 16.67%
WMR
1713
Wealth Management Resources
Rhode Island
$324M +$36.9M +13% 9.02% 36.5% 31 9.68%
IRAG
1714
Investment Research & Advisory Group
Georgia
$324M +$37.6M +13% 14.7% 88.6% 325 18.15%
WQ
1715
Wealth Quarterback
New Jersey
$324M +$69.8M +27% 21.8% 96.7% 180 13.89%
HAG
1716
HF Advisory Group
Maryland
$323M +$30M +10% 8.78% 64.2% 174 8.05%
SIM
1717
Sims Investment Management
Ohio
$323M +$51.3M +19% 16.1% 184 80.98%
NWMG
1718
National Wealth Management Group
Ohio
$323M +$54.9M +20% 22.9% 123% 247 21.46%
WFS
1719
Walker Financial Services
Kentucky
$323M +$31M +11% 4.99% 18.9% 48 16.67%
ILI
1720
Invesco LLC (Illinois)
Illinois
$323M +$37.7M +13% 19.8% 113% 138 7.97%
SG
1721
Sharper & Granite
California
$323M +$30M +10% 11% 47.1% 109 1.83%
RHP
1722
Royal Harbor Partners
Texas
$323M +$27.4M +9% 8.09% 49.5% 61 24.59%
PFG
1723
Prosperity Financial Group
California
$323M +$51.9M +19% 20.7% 108% 203 17.73%
QFPS
1724
Quantum Financial Planning Services
Washington
$323M +$44.2M +16% 9.78% 62 20.97%
NAG
1725
Northstar Advisory Group
New Jersey
$322M +$53.9M +20% 14.4% 141% 137 29.2%