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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
SCA
1876
Sander Capital Advisors
Washington
$189M +$16.4M +9% 17.9% 68.8% 15 33.33%
FRA
1877
FFG Retirement Advisors
Colorado
$189M +$17.1M +10% 9.42% 41.1% 48 20.83%
LWA
1878
Ledgewood Wealth Advisors
New Hampshire
$188M +$10.7M +6% 9.38% 81 14.81%
PR
1879
PSP Research
Pennsylvania
$188M +$46.6M +33% 15.6% 89 26.97%
DWS
1880
Dynamic Wealth Strategies
California
$188M +$14.9M +9% 10.7% 295 3.73%
AIMA
1881
Ables Iannone Moore & Associates
Georgia
$188M +$19.5M +12% 13.3% 63 7.94%
SLFPAM
1882
St. Louis Financial Planners Asset Management
Missouri
$188M +$11.1M +6% 36.9% 136% 45 60%
TCM
1883
Thoma Capital Management
Maryland
$188M +$18.4M +11% 14.4% 59 16.95%
MSA
1884
McAlister Sweet & Associates
Texas
$187M +$26.5M +17% 15.2% 75.8% 44 34.09%
WSFG
1885
Wall Street Financial Group
Illinois
$187M +$18.2M +11% 33.2% 670 82.69%
LLI
1886
LTS Liquid Investments
$187M +$80.1M +75% 7.45% 9 33.33%
SIM
1887
SummerHaven Investment Management
Connecticut
$187M +$23.7M +15% 24.1% 143% 195 2.56%
FD
1888
Financial Designs
California
$187M +$6.92M +4% 9.09% 42.1% 42 7.14%
BCA
1889
Bay Capital Advisors
Virginia
$187M +$24.3M +15% 14.7% 110 4.55%
ACA
1890
Adirondack Capital Advisors
New York
$186M +$30.8M +20% 12.1% 45 2.22%
FPH
1891
Financial Planning Hawaii
Hawaii
$186M +$16.9M +10% 11.4% 137 12.41%
FFP
1892
Forbes Financial Planning
Rhode Island
$186M +$13.3M +8% 9.17% 46.7% 40 10%
BCM
1893
Brookmont Capital Management
Texas
$186M +$7.81M +4% 4.92% 36.6% 63 9.52%
OCA
1894
Optimus Capital Advisors
Texas
$186M +$17.1M +10% 7.92% 43 23.26%
TT
1895
TI-Trust
Illinois
$186M +$17.8M +11% 21.3% 85.8% 134 5.97%
GPI
1896
General Partner Inc
Pennsylvania
$186M +$21.7M +13% 13.2% 74% 169 3.55%
FWM
1897
Fingerlakes Wealth Management
New York
$186M +$35M +23% 20.7% 80.2% 105 11.43%
NCM
1898
Northland Capital Management
Minnesota
$186M +$2.64M +1% 6.9% 36.1% 32 9.38%
MWM
1899
Melfa Wealth Management
Massachusetts
$185M +$11.3M +7% 10.1% 42.9% 202 6.44%
PVAMC
1900
PPS&V Asset Management Consultants
Michigan
$185M +$21.5M +13% 16.9% 71.1% 43 13.95%