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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, 3,295 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
NI
1826
Nepsis Inc
Minnesota
$295M -$3.75M -1% 19.3% 116% 31 16.13%
ASGL
1827
Advisory Solutions Group, LLC
Minnesota
$295M 12.7% 206
T
1828
TrustBank
Illinois
$295M +$36.8M +14% 13.1% 178 15.17%
TGIA
1829
Torrey Growth & Income Advisors
California
$294M +$55.8M +23% 49.3% 123 22.76%
MFG
1830
Mainsail Financial Group
Washington
$294M +$54.3M +23% 16.1% 57.2% 73 16.44%
WFS
1831
Weitzel Financial Services
Iowa
$294M +$28.7M +11% 9.91% 42.4% 54 12.96%
WIA
1832
Wealthedge Investment Advisors
New York
$294M +$21.8M +8% 18% 160 22.5%
DRP
1833
Decker Retirement Planning
Utah
$294M +$72.9M +33% 34.3% 490 52.04%
MFP
1834
Meridian Financial Partners
Virginia
$293M +$30.2M +11% 15.6% 73.1% 128 12.5%
WAN
1835
Wealth Advisors Northwest
Oregon
$293M +$54.8M +23% 10.7% 66 15.15%
FI
1836
FIDELIS iM
Oregon
$293M +$29M +11% 10.7% 40.1% 27 7.41%
PMIM
1837
Prudent Man Investment Management
Colorado
$293M -$4.14M -1% 9.04% 169 0%
CCM
1838
Colorado Capital Management
Colorado
$293M +$24.9M +9% 12.4% 53.4% 108 9.26%
SCM
1839
Stonehearth Capital Management
Massachusetts
$293M +$40.6M +16% 17.1% 80.7% 107 22.43%
BRG
1840
Bay Rivers Group
Virginia
$293M +$53M +22% 30.1% 166% 132 21.97%
ECML
1841
Eagle Capital Management (Louisiana)
Louisiana
$293M +$39.2M +15% 20.1% 93.6% 50 2%
MC
1842
Muzinich & Co
New York
$293M +$6.83M +2% 0.73% 9.67% 38 0%
AIM
1843
Archer Investment Management
Texas
$293M +$54.9M +23% 13.1% 120 18.33%
SM
1844
Salzhauer Michael
$292M +$80.3M +38% 16.5% 107% 94 25.53%
HCM
1845
Heathbridge Capital Management
Ontario, Canada
$292M +$17.2M +6% 2.77% 58.7% 30 10%
SPA
1846
Shore Point Advisors
New Jersey
$292M +$39.1M +15% 11% 51.4% 81 11.11%
TWA
1847
Trellis Wealth Advisors
California
$291M +$28.5M +11% 10.1% 57.2% 51 11.76%
IAM
1848
Iridian Asset Management
Connecticut
$291M +$44.4M +18% 31.2% 82.5% 44 11.36%
TP
1849
Tranquility Partners
Tennessee
$291M +$25.9M +10% 13% 67.4% 243 11.52%
SIM
1850
Strategic Investment Management
Virginia
$291M +$51.1M +21% 7.79% 53.3% 17 23.53%