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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, 3,357 funds (~38%) 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
AL
2151
ARWA LLC
Texas
$241M +$39.2M +19% 10.2% 173 33.53%
MFPI
2152
Midwest Financial Partners Investments
Minnesota
$241M +$52.2M +28% 10.9% 85 16.47%
WWM
2153
Walser Wealth Management
Florida
$241M +$18.1M +8% 3.43% 249 38.55%
ACM
2154
Ardent Capital Management
Ohio
$241M +$6.97M +3% 8% 77.5% 51 15.69%
KHC
2155
Koesten Hirschmann & Crabtree
Kansas
$240M +$34.9M +17% 13.7% 62.6% 52 21.15%
MSS
2156
Mitchell Sinkler & Starr
Pennsylvania
$240M +$23.5M +11% 13.9% 72.2% 160 13.75%
CAM
2157
Cobblestone Asset Management
Virginia
$240M +$17.4M +8% 10.9% 50.6% 83 22.89%
SCA
2158
Southern Capital Advisors
Tennessee
$239M +$25.9M +12% 12.9% 58.2% 91 14.29%
BFA
2159
Brown Financial Advisory
Alabama
$239M +$37.8M +19% 16.2% 66.3% 53 15.09%
VH
2160
Visionary Horizons
Tennessee
$239M +$36.3M +18% 12.1% 152 20.39%
FCFC
2161
First Citizens Financial Corp
Iowa
$239M +$27.4M +13% 15.5% 68.1% 142 7.04%
AMIM
2162
Aull & Monroe Investment Management
Alabama
$239M +$23.9M +11% 20% 96.6% 130 6.92%
VIA
2163
Victrix Investment Advisors
Florida
$239M -$36.8M -13% 24% 113 38.94%
CCA
2164
Clarity Capital Advisors
Florida
$239M +$23.9M +11% 10.6% 96 2.08%
NSB
2165
Norway Savings Bank
Maine
$239M +$27.6M +13% 26.6% 101% 109 10.09%
CNBOF
2166
City National Bank of Florida
Florida
$238M +$70.8M +42% 18.2% 163 30.06%
GRWP
2167
Green Ridge Wealth Planning
New Jersey
$238M +$47.7M +25% 23.3% 98 16.33%
BPW
2168
BlueDoor Private Wealth
Massachusetts
$238M +$21.7M +10% 10.8% 171 18.13%
CFIM
2169
Client First Investment Management
Wisconsin
$237M +$44.9M +23% 43.8% 36 77.78%
GPWM
2170
Grant Private Wealth Management
California
$237M +$48.7M +26% 26.7% 171 14.04%
SAM
2171
Sequent Asset Management
Texas
$237M +$28.2M +13% 13.4% 51.3% 99 19.19%
AIA
2172
Arcadia Investment Advisors
Idaho
$237M +$25.3M +12% 11.2% 51.4% 83 6.02%
BTIM
2173
BancFirst Trust & Investment Management
Oklahoma
$237M +$10.7M +5% 1.05% 44.9% 67 40.3%
TBF
2174
True Blue Financial
Michigan
$237M +$110M +87% 10% 62 17.74%
CA
2175
Continental Advisors
Utah
$237M +$40.9M +21% 4.99% 69% 54 14.81%