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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
SIA
1776
Stegner Investment Associates
Kentucky
$210M +$27.7M +15% 16.9% 75.3% 31 6.45%
TCTWM
1777
Three Cord True Wealth Management
Pennsylvania
$210M +$30.2M +17% 11.1% 43 9.3%
BFG
1778
Baron Financial Group
New Jersey
$210M +$24.2M +13% 12.4% 52.1% 56 5.36%
FIS
1779
Fischer Investment Strategies
California
$210M +$38.2M +22% 15% 81% 52 19.23%
AW
1780
Apricus Wealth
South Carolina
$210M +$4.27M +2% 5.14% 78.8% 131 9.92%
SC
1781
Shearwater Capital
Colorado
$209M +$18.7M +10% 11% 64.2% 73 13.7%
TIA
1782
Trust Investment Advisors
Indiana
$209M +$38.5M +23% 32.5% 167% 101 15.84%
SHFA
1783
Sherrill & Hutchins Financial Advisory
Georgia
$209M +$39.9M +24% 9.26% 20 25%
FAG
1784
Financial Architects (Georgia)
Georgia
$209M +$18.9M +10% 9.49% 25 4%
OWA
1785
Oak Wealth Advisors
Illinois
$208M +$26.5M +15% 12.4% 68 16.18%
CCAM
1786
Capelight Capital Asset Management
New York
$208M +$74.4M +55% 96.8% 50 58%
MF
1787
Meridian Financial
Massachusetts
$208M +$25.2M +14% 12.5% 52.8% 152 11.18%
AAA
1788
Andrews Advisory Associates
Hawaii
$208M +$18.2M +10% 9.1% 89 11.24%
KTC
1789
Kentucky Trust Company
Kentucky
$208M +$17.1M +9% 15.3% 326 7.67%
ACA
1790
Arena Capital Advisors
California
$208M +$8.23M +4% 3.47% 124% 22 9.09%
IFS
1791
Intelligent Financial Strategies
Minnesota
$208M +$15.9M +8% 9.62% 60.6% 62 3.23%
BP
1792
BCK Partners
New York
$207M +$22.2M +12% 11.1% 44.6% 28 7.14%
RFMS
1793
RWQ Financial Management Services
Florida
$207M +$53.9M +35% 38.5% 415% 27 29.63%
CPW
1794
Catalyst Private Wealth
California
$207M +$22.5M +12% 15.6% 103% 85 14.12%
HA
1795
Hofer & Associates
California
$207M +$20.8M +11% 9.76% 54.2% 71 11.27%
MKW
1796
Mullaney, Keating & Wright
Connecticut
$207M +$22.7M +12% 11.7% 75 10.67%
AP
1797
Andera Partners
$206M +$29.6M +17% 8.14% 8 12.5%
HI
1798
Harrington Investments
California
$206M +$16.4M +9% 23.3% 92.5% 85 4.71%
CC
1799
Corsicana & Co
Texas
$206M +$48.5M +31% 14% 334 24.85%
SG
1800
Stephens Group
Arkansas
$206M +$34.8M +20% 32.4% 33.8% 4 0%