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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
LHP
1801
Lexington Hill Partners
Texas
$206M +$29.6M +17% 8.7% 91 29.67%
S
1802
Sachetta
Massachusetts
$206M +$21.3M +12% 13.9% 1,235 30.12%
FCMA
1803
Foresight Capital Management Advisors
Michigan
$206M +$26M +14% 17% 104 30.77%
FCCM
1804
First City Capital Management
Georgia
$206M +$16.8M +9% 10.8% 76.5% 168 7.14%
AWM
1805
Allen Wealth Management
North Carolina
$205M +$5.55M +3% 7.78% 63 11.11%
SCM
1806
Spring Capital Management
Texas
$205M +$7.56M +4% 6.46% 62.6% 56 14.29%
CAM
1807
Clarity Asset Management
Iowa
$204M +$6.42M +3% 9.71% 291 77.66%
4WM
1808
4J Wealth Management
Virginia
$204M +$27.9M +16% 12.9% 68.2% 116 17.24%
GWMI
1809
Guardian Wealth Management (Illinois)
Illinois
$204M +$20.3M +11% 12.4% 103% 67 10.45%
SAS
1810
Sage Advisory Services
Texas
$203M +$20.7M +11% 9.46% 33.9% 49 20.41%
WCM
1811
Washburn Capital Management
Florida
$203M +$31M +18% 27.9% 117% 61 16.39%
RIAS
1812
Rachor Investment Advisory Services
Michigan
$203M +$12.8M +7% 6.92% 469 57.78%
BLWM
1813
Bucket List Wealth Management
Florida
$203M +$36.9M +22% 13.4% 64 12.5%
FPW
1814
Flywheel Private Wealth
California
$203M +$27.4M +16% 13.9% 110 6.36%
TMWM
1815
Taylor & Morgan Wealth Management
Michigan
$203M +$27.6M +16% 14.6% 75.5% 91 15.38%
LAMC
1816
Longview Asset Management (California)
California
$202M +$18.3M +10% 6.06% 165 13.94%
WPW
1817
Winthrop Partners - WNY
New York
$202M +$14.5M +8% 9.29% 90 6.67%
MWP
1818
Meriwether Wealth & Planning
Louisiana
$202M +$19.1M +10% 12.3% 133 13.53%
IIM
1819
InTrack Investment Management
Vermont
$202M +$26.2M +15% 17.1% 84.9% 116 12.07%
OCM
1820
Orser Capital Management
Texas
$202M +$48.6M +32% 18.5% 122% 69 39.13%
LG
1821
LAM Group
Oregon
$201M +$19.4M +11% 9.8% 54.3% 138 2.17%
BFS
1822
Beacon Financial Strategies
North Carolina
$201M +$25M +14% 11.3% 50.4% 213 18.78%
TWCA
1823
Two West Capital Advisors
Kansas
$201M +$12.4M +7% 9.85% 110 20.91%
VWMG
1824
Virginia Wealth Management Group
Virginia
$201M +$14M +7% 4.25% 42.1% 58 10.34%
GMFG
1825
Greater Midwest Financial Group
Minnesota
$201M +$14.5M +8% 42.7% 70 14.29%