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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
EPW
2051
Evergreen Private Wealth
Colorado
$270M +$23M +9% 16.3% 91 7.69%
CC
2052
Citrine Capital
California
$270M +$39.5M +17% 9.03% 66 21.21%
NF
2053
NavPoint Financial
Minnesota
$270M +$22.6M +9% 5.31% 75 6.67%
VP
2054
Verisail Partners
Georgia
$270M +$23.3M +9% 8.68% 28 17.86%
5W
2055
5T Wealth
California
$269M +$15.5M +6% 10.8% 139 10.79%
CLA
2056
Carnegie Lake Advisors
New Jersey
$268M +$16.4M +7% 13.1% 176 9.66%
MI
2057
Moneywise Inc
Virginia
$268M +$39M +17% 13.8% 58% 89 11.24%
AP
2058
Aspect Partners
Virginia
$268M +$23.4M +10% 9.88% 766 18.8%
NEPPG
2059
New England Professional Planning Group
Rhode Island
$268M +$28.7M +12% 13.4% 59% 52 9.62%
CFS
2060
Compass Financial Services
Iowa
$268M +$36.7M +16% 12.4% 58 5.17%
HCM
2061
HMS Capital Management
Tennessee
$267M +$8.83M +3% 29.1% 130% 123 10.57%
JWWM
2062
Johnson & White Wealth Management
Pennsylvania
$267M +$31M +13% 14.9% 76.5% 118 11.02%
FGG
2063
Financial Guidance Group
Florida
$267M +$18.5M +7% 9.61% 52% 92 4.35%
FPN
2064
Financial Planning Navigators
Minnesota
$267M +$39.1M +17% 11.8% 72 31.94%
FA
2065
FF Advisors
California
$267M +$20.2M +8% 14% 127 13.39%
DFG
2066
Dupree Financial Group
Kentucky
$267M +$18.4M +7% 16.6% 85 21.18%
BWG
2067
Beta Wealth Group
California
$267M +$24.9M +10% 9.99% 45.4% 119 10.08%
FOR
2068
Family Office Research
Maryland
$267M +$36.4M +16% 14.9% 91 24.18%
RGF
2069
Retirement Guys Formula
Ohio
$266M +$48.2M +22% 13% 70.2% 168 14.29%
VF
2070
Vawter Financial
Ohio
$266M +$27.9M +12% 10.3% 48% 131 6.87%
I
2071
IMPACTfolio
Colorado
$266M +$30.2M +13% 12.3% 51.2% 37 5.41%
BCA
2072
Ballentine Capital Advisors
South Carolina
$265M +$23.8M +10% 9.53% 28 10.71%
WFA
2073
WMG Financial Advisors
Tennessee
$265M +$25.7M +11% 12.7% 68% 116 23.28%
PI
2074
Pachira Investments
California
$265M +$51M +24% 19.2% 72.6% 81 14.81%
GL
2075
GHE LLC
Tennessee
$265M +$24.2M +10% 12% 188% 58 6.9%