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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
AA
1726
AJ Advisors
Tennessee
$322M +$52.3M +19% 15% 59.8% 38 15.79%
MA
1727
MKT Advisors
California
$322M +$23.5M +8% 9.2% 49.2% 168 14.29%
SA
1728
Sonoma Allocations
California
$322M +$32.1M +11% 13.5% 161 36.65%
RIA
1729
Realta Investment Advisors
Delaware
$322M +$33.5M +12% 19.3% 126% 421 23.04%
LJHT
1730
Laurie J. Hall Trustee
$322M +$38.2M +13% 24% 96% 107 6.54%
HAFS
1731
Hapanowicz & Associates Financial Services
Pennsylvania
$321M +$70.1M +28% 11.3% 58.5% 37 16.22%
FBT
1732
First Bankers Trust
Kentucky
$321M +$25.1M +8% 13.3% 78.9% 158 10.76%
RAM
1733
RJA Asset Management
Connecticut
$321M +$49.1M +18% 20.1% 80.2% 4 0%
TCP
1734
TMB Capital Partners
Arkansas
$321M +$23.2M +8% 8.8% 189 13.23%
LCM
1735
Leisure Capital Management
California
$320M +$34.7M +12% 21% 98% 162 8.02%
BWM
1736
Biltmore Wealth Management
Arizona
$320M +$39.2M +14% 9.94% 55.6% 65 18.46%
SIC
1737
Samalin Investment Counsel
New York
$320M +$38M +13% 11.4% 62.8% 352 13.92%
PCM
1738
Prospera Capital Management
Arizona
$320M +$121M +60% 12.2% 66 36.36%
BMCM
1739
Burns Matteson Capital Management
New York
$320M +$46.7M +17% 32.5% 144% 262 55.34%
BFS
1740
Burkett Financial Services
South Carolina
$320M +$27.8M +10% 11.4% 288 20.83%
TPW
1741
Tiller Private Wealth
Pennsylvania
$319M +$37.8M +13% 15% 53.5% 72 12.5%
SFS
1742
Shaker Financial Services
Virginia
$319M +$32.3M +11% 7.31% 13.1% 170 27.65%
BPFA
1743
Barnes Pettey Financial Advisors
Mississippi
$319M +$89.7M +39% 14.1% 79.7% 177 12.99%
CWA
1744
Centerline Wealth Advisors
Kentucky
$319M +$41.2M +15% 14.5% 82 14.63%
SA
1745
Skyline Advisors
Washington
$319M +$32M +11% 10% 132 15.91%
BI
1746
Berkeley Inc
Idaho
$319M +$20.6M +7% 9% 40.9% 88 10.23%
AWMNH
1747
Arcadia Wealth Management (New Hampshire)
New Hampshire
$319M +$42.2M +15% 11.3% 50.2% 73 17.81%
SWP
1748
ShoreHaven Wealth Partners
New Jersey
$318M +$39.4M +14% 14.3% 63.8% 114 16.67%
CFGA
1749
Cambridge Financial Group (Arizona)
Arizona
$318M +$22.2M +8% 13.3% 177 17.51%
MWA
1750
Mills Wealth Advisors
Texas
$318M +$31.3M +11% 6.56% 37.4% 88 22.73%