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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, 3,294 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
1801
ACT Advisors
North Carolina
$301M +$65.6M +28% 14.2% 69.8% 98 34.69%
TW
1802
Traveka Wealth
California
$301M +$38.8M +15% 15.2% 213 19.25%
ITFISA
1803
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$300M +$58.4M +24% 40.7% 183% 210 14.29%
RCF
1804
Rainwater Charitable Foundation
Texas
$300M +$106M +55% 11.9% 40.2% 4 0%
SWM
1805
Sculati Wealth Management
Michigan
$300M +$28.9M +11% 9.99% 72.3% 126 10.32%
FS
1806
Financial Symmetry
North Carolina
$300M +$18.2M +6% 11% 69 10.14%
MIM
1807
Martin Investment Management
Florida
$300M -$34.6M -10% 1.77% 44.7% 49 10.2%
KWA
1808
Kondo Wealth Advisors
California
$299M +$33.6M +13% 10.3% 79 17.72%
MWM
1809
Maltin Wealth Management
New Jersey
$299M +$37.4M +14% 9.38% 51.9% 153 15.69%
SIA
1810
Schear Investment Advisers
Ohio
$299M +$72.2M +32% 56.4% 240% 85 11.76%
HP
1811
Highlander Partners
Texas
$298M +$42.8M +17% 21.3% 241% 46 6.52%
SFS
1812
Searcy Financial Services
Kansas
$298M +$28.5M +11% 10.7% 58.5% 28 7.14%
SC
1813
Sawyer & Company
Massachusetts
$298M +$38.2M +15% 25% 97.4% 211 10.9%
MA
1814
MBA Advisors
Pennsylvania
$297M +$36.8M +14% 9.52% 58.3% 169 15.38%
VWM
1815
Vertrix Wealth Management
Michigan
$297M +$25.5M +9% 12.4% 113 24.78%
FF
1816
Foundry Financial
California
$297M +$60.9M +26% 11.2% 87 19.54%
TIA
1817
TCFG Investment Advisors
California
$297M +$29.4M +11% 18.4% 317 19.24%
HI
1818
Harper Investing
California
$297M +$67.4M +29% 13% 53.4% 86 15.12%
PTEAP
1819
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$297M +$28.8M +11% 11.8% 10 0%
SWM
1820
Shrier Wealth Management
California
$296M +$22.9M +8% 6.83% 139 9.35%
CWA
1821
Continuum Wealth Advisors
New York
$296M +$55.3M +23% 9.39% 61.4% 87 25.29%
WFP
1822
Wrenne Financial Planning
Kentucky
$296M +$41.1M +16% 11.5% 60 18.33%
CNBT
1823
Cornerstone National Bank & Trust
Illinois
$296M +$24.4M +9% 7.24% 33.9% 224 10.27%
CG
1824
Clarus Group
Texas
$295M +$16.1M +6% 11.6% 65.5% 132 18.18%
NI
1825
Nepsis Inc
Minnesota
$295M -$3.75M -1% 19.3% 116% 31 16.13%