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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, 2,493 funds (~28%) 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
BTC
2051
Bank & Trust Company
Illinois
$158M +$10M +7% 12.2% 310 4.19%
FCM
2052
Flagship Capital Management
Pennsylvania
$158M +$22.3M +16% 17% 50 4%
KAM
2053
Kopion Asset Management
Texas
$158M +$29.7M +23% 27.1% 67.1% 21 4.76%
KCA
2054
Kastel Capital Advisors
Massachusetts
$158M -$4.79M -3% 7.22% 60 13.33%
APW
2055
Aurora Private Wealth
New Jersey
$158M +$17.1M +12% 18.9% 195 23.59%
PTFIS
2056
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$157M +$23.1M +17% 20.2% 93 22.58%
PM
2057
Penbrook Management
New York
$157M +$24.7M +19% 24.8% 103% 104 13.46%
ADBIC
2058
A.D. Beadell Investment Counsel
Wisconsin
$156M -$378K -0.2% 3.15% 74.9% 106 7.55%
FWM
2059
FMA Wealth Management
Massachusetts
$156M +$5.83M +4% 8.04% 43 13.95%
PIA
2060
Polaris Investment Advisors
Massachusetts
$156M +$19M +14% 15.9% 79 12.66%
WCM
2061
WLTH Capital Management
Arizona
$156M +$28.4M +22% 7.01% 30 16.67%
APW
2062
Allied Private Wealth
Florida
$156M 12.9% 906
RWC
2063
Rare Wolf Capital
Washington
$156M +$1.3M +0.8% 14.4% 137 19.71%
FLP
2064
Financial Life Planners
Arizona
$156M +$25.2M +19% 18.1% 372 10.48%
CP
2065
Clarendon Private
Massachusetts
$156M +$25.4M +20% 22.5% 130 13.08%
CWM
2066
Clearview Wealth Management
California
$156M +$14.2M +10% 13.7% 63 6.35%
CC
2067
Cultivar Capital
Texas
$155M -$1.19M -0.8% 0.01% 47 17.02%
GIM
2068
Guardian Investment Management
California
$155M +$28.3M +22% 18.7% 89.7% 60 0%
AWMI
2069
Aegis Wealth Management (Iowa)
Iowa
$155M +$27.6M +22% 14% 133 27.07%
BFWM
2070
Bright Futures Wealth Management
New York
$155M +$8.75M +6% 16.2% 230 27.83%
OFI
2071
Outbound Financial Inc
Colorado
$154M +$21M +16% 8.2% 46 8.7%
EF
2072
Entrust Financial
Pennsylvania
$154M +$11.2M +8% 13.1% 464 10.99%
HC
2073
Hoese & Co
Minnesota
$154M +$19.2M +14% 10.4% 46.3% 188 30.85%
SWA
2074
Safir Wealth Advisors
New Hampshire
$154M +$15.6M +11% 10.7% 46.4% 20 20%
SF
2075
SageOak Financial
Oklahoma
$154M +$11.4M +8% 7.75% 38 10.53%