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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
NWP
1851
NerdWallet Wealth Partners
New York
$290M +$61M +27% 10.9% 70 17.14%
RC
1852
Resolute Capital
South Carolina
$290M +$42.9M +17% 9.84% 74 25.68%
VIP
1853
Viewpoint Investment Partners
Alberta, Canada
$290M +$73.8M +34% 4.67% 31.9% 135 34.07%
BLAM
1854
Bourne Lent Asset Management
New York
$289M +$17.3M +6% 13.3% 76.1% 66 6.06%
FIC
1855
FCG Investment Company
Tennessee
$289M +$61.1M +27% 31.1% 142 46.48%
TW
1856
Towerpoint Wealth
California
$289M +$41.3M +17% 14.5% 62.4% 117 22.22%
FFC
1857
First Financial Corp
Indiana
$289M +$34.5M +14% 17.2% 88.3% 305 3.93%
CCAM
1858
Codex Capital Asset Management
Texas
$289M +$30.3M +12% 16.2% 34 11.76%
FCT
1859
Family Capital Trust
Massachusetts
$289M +$12.6M +5% 1.23% 18.2% 99 47.47%
WIA
1860
Wetzel Investment Advisors
Indiana
$289M +$37.1M +15% 13.1% 147 16.33%
SCI
1861
Stableford Capital II
Arizona
$289M +$19.5M +7% 12.9% 59.3% 162 20.37%
CWA
1862
Crux Wealth Advisors
California
$289M +$27.9M +11% 11.5% 200 13.5%
TA
1863
TKG Advisors
Indiana
$288M +$46M +19% 22.9% 104% 104 24.04%
APW
1864
Alliance Private Wealth
Massachusetts
$288M +$9.54M +3% 13.5% 82 2.44%
IAMOG
1865
Investors Asset Management of Georgia
Georgia
$288M +$43.3M +18% 28.6% 113% 195 6.67%
OL
1866
Owen LaRue
Kentucky
$288M +$27M +10% 13.8% 126% 151 21.85%
MPAM
1867
Murphy Pohlad Asset Management
Minnesota
$287M +$8.17M +3% 10.7% 75.1% 145 14.48%
QFW
1868
QTR Family Wealth
Florida
$287M +$46.9M +20% 23.7% 369 30.89%
RSC
1869
Red Spruce Capital
Pennsylvania
$287M +$43.2M +18% 24.6% 93.3% 99 10.1%
SRWM
1870
Shira Ridge Wealth Management
California
$287M +$33.9M +13% 14.9% 64.9% 89 17.98%
AWMT
1871
AAFMAA Wealth Management & Trust
North Carolina
$286M +$28.7M +11% 14.9% 58.8% 101 10.89%
TWM
1872
Trueblood Wealth Management
Ohio
$286M +$30.8M +12% 15.5% 272 9.93%
LIA
1873
Luken Investment Analytics
Tennessee
$286M +$24.8M +10% 14.1% 47.6% 172 8.72%
PF
1874
Penney Financial
Texas
$286M +$25.4M +10% 9.09% 55 16.36%
BFA
1875
Bluestem Financial Advisors
Illinois
$286M +$26.6M +10% 9.97% 39.5% 35 8.57%