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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, 2,457 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
PAM
2126
PartnerRe Asset Management
Connecticut
$142M +$3.49M +3% 2.69% 2 0%
NA
2127
Nestegg Advisors
New York
$141M +$27.5M +24% 12.8% 56 14.29%
MW
2128
Marrick Wealth
California
$141M +$21.9M +18% 11.9% 65 24.62%
ECM
2129
Ethos Capital Management
Pennsylvania
$140M +$23.9M +20% 31.5% 64 20.31%
MPCA
2130
Madison Park Capital Advisors
Washington
$140M +$13.1M +10% 10.2% 67 10.45%
LSC
2131
Lesa Sroufe & Co
Washington
$140M -$6.68M -5% 0.85% 74 17.57%
MCFP
2132
Mallini Complete Financial Planning
Florida
$140M +$13.9M +11% 8.53% 70 4.29%
DWA
2133
Delta Wealth Advisors
Indiana
$140M +$8.58M +7% 9.83% 47 4.26%
MWM
2134
MFG Wealth Management
Indiana
$140M +$19.2M +16% 22.4% 70 22.86%
AUIM
2135
Aegon USA Investment Management
Iowa
$140M +$11.9M +9% 11.9% 39.9% 42 4.76%
NL
2136
NorthAvenue LLC
Ohio
$140M +$13.8M +11% 8.4% 325 21.54%
AFC
2137
Ares Financial Consulting
California
$139M +$12.1M +10% 12.9% 1,171 12.3%
HWM
2138
HBE Wealth Management
Nebraska
$139M +$24.5M +21% 10.6% 61 16.39%
LAA
2139
Liberty Atlantic Advisors
Texas
$139M +$22M +19% 7.01% 86 15.12%
FFG
2140
First Financial Group
North Carolina
$138M +$15.9M +13% 9.48% 85 10.59%
ACM
2141
Appalachian Capital Management
Ohio
$138M +$12.9M +10% 11.5% 45 4.44%
BC
2142
Broadwater Capital
Massachusetts
$138M +$4.04M +3% 14.6% 218 7.8%
CFG
2143
Cassilly Financial Group
Maryland
$138M +$22.6M +20% 10% 79 24.05%
ARA
2144
Approach Retirement Advisors
Alabama
$138M +$17.5M +15% 9.42% 86 12.79%
LFS
2145
Littlejohn Financial Services
Oregon
$138M +$4.5M +3% 10.2% 86 46.51%
FF
2146
Farnam Financial
Arizona
$137M +$15.6M +13% 18.7% 58 24.14%
SJGA
2147
Stephen J. Garry & Associates
New York
$137M +$12.7M +10% 11.4% 55 7.27%
SWP
2148
Stone Wealth Partners
Louisiana
$137M +$25.4M +23% 32.3% 69 23.19%
AIA
2149
Aventus Investment Advisors
Florida
$136M +$18.3M +15% 15.6% 170 20.59%
FEM
2150
Fulcrum Equity Management
Texas
$136M +$32.9M +32% 24.6% 110% 165 35.76%