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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
IWA
2126
IVC Wealth Advisors
Pennsylvania
$256M +$26.1M +11% 15.9% 70.8% 185 10.81%
DTC
2127
Davidson Trust Company
Washington
$256M +$24.4M +11% 11.8% 64.6% 193 10.36%
KWM
2128
Kiker Wealth Management
Georgia
$256M +$46.8M +22% 1.88% 189 44.97%
MPCL
2129
My Personal CFO LLC
Washington
$256M +$27.8M +12% 16.9% 67.3% 92 5.43%
SCM
2130
Sage Capital Management
New Jersey
$256M +$43.3M +20% 22.1% 178 14.61%
BFF
2131
Byrne Financial Freedom
Massachusetts
$256M +$47.2M +23% 37.2% 124 20.97%
MWM
2132
Meritas Wealth Management
California
$256M +$34.9M +16% 10.8% 63% 67 16.42%
YWM
2133
Yoder Wealth Management
California
$256M +$36.5M +17% 15.3% 58.9% 133 9.77%
AA
2134
Altrafin AG
$255M -$34.9M -12% 22.5% 97.6% 56 28.57%
CWA
2135
Carolina Wealth Advisors
South Carolina
$255M +$15M +6% 14.7% 57.5% 297 12.46%
VIPI
2136
Vista Investment Partners II
Indiana
$255M +$32.2M +14% 21.9% 184 27.72%
SWM
2137
Shelton Wealth Management
Texas
$255M +$26.4M +12% 19.6% 88% 168 32.74%
SFC
2138
Sprinkle Financial Consultants
Colorado
$255M +$38.1M +18% 11.7% 108 12.96%
SIF
2139
State Insurance Fund
New York
$255M +$38.9M +18% 18% 1 0%
CCIA
2140
Cherry Creek Investment Advisors
Colorado
$254M +$24M +10% 19.9% 140% 136 14.71%
EIA
2141
Eastover Investment Advisors
North Carolina
$254M +$20.5M +9% 14.7% 102% 50 2%
AFO
2142
Aurelius Family Office
New Hampshire
$254M +$23.9M +10% 9.09% 49 4.08%
GAM
2143
GEM Asset Management
Michigan
$254M +$27.2M +12% 15.1% 54.7% 118 11.02%
G
2144
Gainplan
Michigan
$254M +$120M +90% 14% 93.3% 71 30.99%
OPWM
2145
Oxinas Partners Wealth Management
Indiana
$254M +$34.9M +16% 19.8% 91.4% 160 16.25%
SRCM
2146
Signature Resources Capital Management
California
$254M +$42.6M +20% 15.5% 746 16.89%
OC
2147
Optima Capital
Oregon
$253M +$38M +18% 12.1% 179 18.99%
DWM
2148
Dogwood Wealth Management
Kansas
$253M +$23.1M +10% 10.6% 939 17.89%
9FG
2149
93 Financial Group
Massachusetts
$253M +$29.1M +13% 16.6% 9 0%
ECM
2150
EMC Capital Management
Texas
$253M 20.5% 53