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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
CV
1826
Counterweight Ventures
North Carolina
$201M +$22.4M +13% 19% 81 1.23%
MSRI
1827
Michael S. Ryan Inc
New York
$200M +$28.6M +17% 15.6% 60.4% 61 16.39%
BBFA
1828
Brindle & Bay Financial Advisors
Texas
$200M +$37M +23% 11.6% 88 26.14%
RWM
1829
Riverbend Wealth Management
South Carolina
$199M +$24.6M +14% 17.2% 180 17.78%
DT
1830
DBA Trading
Florida
$199M -$2.39M -1% 42.7% 40 5%
WAM
1831
Walker Asset Management
Missouri
$198M +$13.3M +7% 13.7% 75.9% 157 10.83%
S
1832
Steadtrust
Texas
$198M +$21.4M +12% 28.7% 140 17.86%
IW
1833
Instrumental Wealth
Florida
$198M +$34.8M +21% 16.1% 34.2% 94 27.66%
OAS
1834
Optivise Advisory Services
Tennessee
$197M +$31.8M +19% 15.5% 243 30.86%
TM
1835
Torren Management
California
$197M -$4.15M -2% 13.7% 987 4.36%
GWM
1836
Global Wealth Management
New Jersey
$196M +$12.9M +7% 8.59% 49 14.29%
BGWM
1837
Bridge Generations Wealth Management
Florida
$196M +$21.8M +12% 7.31% 35 11.43%
LFWA
1838
LBJ Family Wealth Advisors
Texas
$196M +$25.5M +15% 13.6% 59% 28 0%
LC
1839
Lunate Capital
United Arab Emirates
$196M +$75.6M +63% 13.8% 12 66.67%
EWM
1840
Echo Wealth Management
Minnesota
$196M +$22.3M +13% 7.36% 41% 49 8.16%
MG
1841
McHugh Group
Ohio
$196M +$26.7M +16% 21.8% 88 9.09%
QFP
1842
Quantum Financial Partners
Kansas
$196M 13.4% 153
SL
1843
SFM LLC
New Hampshire
$195M +$29.6M +18% 10.9% 73 19.18%
TCOK
1844
Trust Company of Kansas
Kansas
$195M +$13.8M +8% 13.7% 87% 63 17.46%
FI
1845
Finivi Inc
Massachusetts
$195M +$11.8M +6% 15.6% 119 20.17%
SRA
1846
Secured Retirement Advisors
Minnesota
$195M +$18.2M +10% 15.4% 157 31.85%
CC
1847
Constitution Capital
Connecticut
$195M -$5.29M -3% 10.7% 70.2% 66 13.64%
BFG
1848
Birch Financial Group
New Hampshire
$195M +$23.3M +14% 13.2% 153 22.88%
EFG
1849
Ehrlich Financial Group
California
$194M +$20.4M +12% 10.9% 128 19.53%
PDN
1850
Pensionfund DSM Netherlands
Netherlands
$194M +$21.4M +12% 12.6% 36.6% 76 0%