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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, 3,470 funds (~39%) 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
CCM
1926
Colorado Capital Management
Colorado
$293M +$24.9M +9% 12.4% 53.4% 108 9.26%
SCM
1927
Stonehearth Capital Management
Massachusetts
$293M +$40.6M +16% 17.1% 80.7% 107 22.43%
BRG
1928
Bay Rivers Group
Virginia
$293M +$53M +22% 30.1% 166% 132 21.97%
ECML
1929
Eagle Capital Management (Louisiana)
Louisiana
$293M +$39.2M +15% 20.1% 93.6% 50 2%
MC
1930
Muzinich & Co
New York
$293M +$6.83M +2% 0.73% 9.67% 38 0%
AIM
1931
Archer Investment Management
Texas
$293M +$54.9M +23% 13.1% 120 18.33%
SM
1932
Salzhauer Michael
$292M +$80.3M +38% 16.5% 107% 94 25.53%
HCM
1933
Heathbridge Capital Management
Ontario, Canada
$292M +$17.2M +6% 2.77% 58.7% 30 10%
SPA
1934
Shore Point Advisors
New Jersey
$292M +$39.1M +15% 11% 51.4% 81 11.11%
TWA
1935
Trellis Wealth Advisors
California
$291M +$28.5M +11% 10.1% 57.2% 51 11.76%
IAM
1936
Iridian Asset Management
Connecticut
$291M +$44.4M +18% 31.2% 82.5% 44 11.36%
TP
1937
Tranquility Partners
Tennessee
$291M +$25.9M +10% 13% 67.4% 243 11.52%
SIM
1938
Strategic Investment Management
Virginia
$291M +$51.1M +21% 7.79% 53.3% 17 23.53%
NWP
1939
NerdWallet Wealth Partners
New York
$290M +$61M +27% 10.9% 70 17.14%
RC
1940
Resolute Capital
South Carolina
$290M +$42.9M +17% 9.84% 74 25.68%
VIP
1941
Viewpoint Investment Partners
Alberta, Canada
$290M +$73.8M +34% 4.67% 31.9% 135 34.07%
BLAM
1942
Bourne Lent Asset Management
New York
$289M +$17.3M +6% 13.3% 76.1% 66 6.06%
FIC
1943
FCG Investment Company
Tennessee
$289M +$61.1M +27% 31.1% 142 46.48%
TW
1944
Towerpoint Wealth
California
$289M +$41.3M +17% 14.5% 62.4% 117 22.22%
FFC
1945
First Financial Corp
Indiana
$289M +$34.5M +14% 17.2% 88.3% 305 3.93%
CCAM
1946
Codex Capital Asset Management
Texas
$289M +$30.3M +12% 16.2% 34 11.76%
WIA
1947
Wetzel Investment Advisors
Indiana
$289M +$37.1M +15% 13.1% 147 16.33%
SCI
1948
Stableford Capital II
Arizona
$289M +$19.5M +7% 12.9% 59.3% 162 20.37%
CWA
1949
Crux Wealth Advisors
California
$289M +$27.9M +11% 11.5% 200 13.5%
TA
1950
TKG Advisors
Indiana
$288M +$46M +19% 22.9% 104% 104 24.04%