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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
MFP
2026
Meramec Financial Planners
Missouri
$274M +$21.6M +9% 12.8% 628 29.62%
SWA
2027
Sightline Wealth Advisors
Connecticut
$273M +$37M +16% 11.5% 44.4% 96 9.38%
LP
2028
LGL Partners
Pennsylvania
$273M +$30.5M +13% 14.6% 68.9% 73 24.66%
MMM
2029
Mendel Money Management
Illinois
$273M +$34.1M +14% 19.3% 75.4% 144 16.67%
VSI
2030
Verde Servicos Internacionais
Brazil
$273M -$53.5M -16% 10.4% 120% 62 54.84%
RGC
2031
Rubicon Global Capital
United Kingdom
$273M +$38.3M +16% 10.2% 12 16.67%
PCM
2032
Peirce Capital Management
Texas
$273M +$17.1M +7% 10.1% 45 4.44%
TPW
2033
TL Private Wealth
Texas
$273M +$19.3M +8% 10.4% 46% 55 21.82%
LCM
2034
Lunt Capital Management
Utah
$273M +$12.2M +5% 8.13% 42% 102 16.67%
RWM
2035
RBA Wealth Management
California
$273M -$5.15M -2% 16.7% 77.7% 98 24.49%
BB
2036
Burford Brothers
Texas
$272M +$28.6M +12% 11.5% 187 10.7%
LWM
2037
Lakeridge Wealth Management
Ohio
$272M +$39.9M +17% 12.3% 192 14.06%
MPPW
2038
Mitchell & Pahl Private Wealth
Oklahoma
$272M +$25.9M +11% 13.8% 75.2% 150 4%
FF
2039
Foronjy Financial
California
$272M +$31.6M +13% 10.5% 117 24.79%
MCP
2040
Martin Capital Partners
Oregon
$272M +$2.87M +1% 5.86% 35.2% 75 13.33%
FWM
2041
FMB Wealth Management
California
$272M +$30.1M +12% 12.8% 71.1% 76 6.58%
EB
2042
Emprise Bank
Kansas
$271M +$22.4M +9% 9.24% 113 9.73%
MLA
2043
MB, Levis & Associates
Pennsylvania
$271M +$31.7M +13% 8.01% 40% 266 16.54%
ML
2044
MTCO Ltd
$271M +$2.01M +0.7% 4.83% 4 50%
APIM
2045
Agate Pass Investment Management
Washington
$271M +$15.8M +6% 13.7% 68% 113 10.62%
AWM
2046
AAF Wealth Management
Massachusetts
$271M +$27.3M +11% 12.7% 65.8% 61 18.03%
OGF
2047
Orin Green Financial
California
$271M +$27.3M +11% 13.3% 53.3% 84 8.33%
AAG
2048
Avalon Advisory Group
Pennsylvania
$271M +$22.9M +9% 9.68% 41.4% 14 14.29%
IWS
2049
Integrity Wealth Solutions
Colorado
$271M +$16.1M +6% 10.9% 139 13.67%
HWM
2050
Howard Wealth Management
Connecticut
$270M +$32.9M +14% 11.9% 60.3% 156 8.97%