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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, 2,410 funds (~27%) 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
JRFS
2151
James Reed Financial Services
Ohio
$131M +$15.5M +13% 14% 19 10.53%
RIG
2152
Ramiah Investment Group
Wisconsin
$131M +$116M +775% 20.5% 46.3% 93 77.42%
FWA
2153
Fulcrum Wealth Advisors
Washington
$131M +$10.1M +8% 11.3% 91 31.87%
4A
2154
4Wealth Advisors
Illinois
$130M +$13.2M +11% 8.36% 157 13.38%
BNA
2155
BankChampaign National Association
Illinois
$130M +$29.4M +29% 34.6% 225 29.33%
RHDIC
2156
R.H. Dinel Investment Counsel
California
$130M +$6.59M +5% 4.52% 34.1% 41 4.88%
LIP
2157
Lynch Investment Planning
Pennsylvania
$130M +$18.9M +17% 10.8% 58 10.34%
AMG
2158
APS Management Group
California
$130M +$13.3M +11% 10.3% 82 18.29%
CI
2159
CPR Investments
Michigan
$130M -$20M -13% 19.9% 79.3% 72 52.78%
HOWA
2160
Hudson Oak Wealth Advisory
New Jersey
$130M +$14.6M +13% 19.1% 54 7.41%
CAG
2161
Cypress Advisory Group
Arizona
$129M -$2.06M -2% 2.88% 83 12.05%
CIM
2162
CenturyLink Investment Management
Colorado
$129M -$45.9M -26% 3.15% 3 0%
CW
2163
CrossGen Wealth
North Carolina
$129M +$14.9M +13% 10.7% 223 14.35%
KIA
2164
Koenig Investment Advisory
Oregon
$129M +$11M +9% 6.88% 38 7.89%
Q1WB
2165
Quest 10 Wealth Builders
Virginia
$129M +$14.6M +13% 13.6% 833 15.49%
WHCFA
2166
William Howard & Co Financial Advisors
Tennessee
$129M +$12.8M +11% 12.5% 55 3.64%
JRPIM
2167
Journey Retirement Planning & Investment Management
Idaho
$128M +$14.8M +13% 12.7% 160 20.63%
ML
2168
MILFAM LLC
Florida
$128M +$25.9M +25% 4.33% 13 46.15%
LRWM
2169
Lord & Richards Wealth Management
Colorado
$128M +$13.8M +12% 11.7% 51 5.88%
CWM
2170
C2C Wealth Management
Arizona
$128M +$9.41M +8% 12.2% 63.2% 99 11.11%
APMC
2171
Alta Partners Management Company
Wyoming
$127M -$23.7M -16% 15.4% 2 0%
RWIA
2172
Roger Wittlin Investment Advisory
California
$127M +$5M +4% 12.1% 54.1% 45 17.78%
AWS
2173
Alliance Wealth Strategies
Virginia
$127M +$16M +14% 13.5% 65 3.08%
CPX
2174
Canaan Partners XI
California
$127M +$51.2M +67% 92.9% 1,312% 3 0%
SAM
2175
Smith Asset Management
Florida
$127M +$10.6M +9% 8.37% 75 12%