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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, 3,295 funds (~37%) 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
CWM
2201
Chronos Wealth Management
Florida
$225M +$18.6M +9% 13.3% 86.4% 39 5.13%
CFAM
2202
Center For Asset Management
Florida
$225M +$24M +12% 12.8% 60.7% 158 13.29%
CA
2203
CWC Advisors
Oregon
$225M +$15.1M +7% 12.9% 157 8.28%
BF
2204
Brucke Financial
Indiana
$225M +$27.9M +14% 13.7% 188 18.62%
WSA
2205
Wealth Science Advisors
Georgia
$225M +$47.2M +27% 19.2% 215 60.47%
WC
2206
Wynn Capital
Georgia
$224M +$29.3M +15% 18.4% 118 11.02%
CCM
2207
Capstone Capital Management
$224M +$124M +125% 59% 187 87.17%
CRC
2208
Catawba River Capital
South Carolina
$223M +$15.5M +7% 13% 89.5% 26 15.38%
SPAS
2209
Spectrum Planning & Advisory Services
California
$223M +$21.4M +11% 9.83% 132 22.73%
NWMP
2210
Noble Wealth Management PBC
Colorado
$223M +$24.6M +12% 10.5% 802 29.8%
SONJCPFA
2211
State of New Jersey Common Pension Fund A
New Jersey
$223M -$2.49M -1% 1.01% 3 0%
CIA
2212
Cohen Investment Advisors
New Hampshire
$223M +$12.7M +6% 8.72% 76.2% 84 9.52%
VF
2213
Vestment Financial
Minnesota
$223M +$10.8M +5% 9.54% 42 2.38%
GAAM
2214
Guinness Atkinson Asset Management
California
$223M +$22.9M +11% 28.7% 132% 126 17.46%
AC
2215
Attessa Capital
Arizona
$223M +$39.1M +21% 12.8% 53 37.74%
CH
2216
Cromwell Holdings
Wyoming
$223M +$45M +25% 26.1% 1,120 8.57%
SIAM
2217
Sterling Investment Advisors (Missouri)
Missouri
$223M +$14.2M +7% 7.53% 37.8% 41 9.76%
SFS
2218
Symphony Financial Services
Ohio
$223M +$27.8M +14% 13.2% 110 14.55%
BWM
2219
BankPlus Wealth Management
Mississippi
$222M +$28.7M +15% 12.4% 129 11.63%
MCM
2220
Mendel Capital Management
Arkansas
$222M +$23.3M +12% 15.1% 102 7.84%
CCA
2221
Coign Capital Advisors
Utah
$222M +$31.9M +17% 11.1% 97 26.8%
SA
2222
Sylvest Advisors
Texas
$222M +$33.8M +18% 12.2% 83 21.69%
FCT
2223
First Community Trust
Iowa
$221M +$85.9M +63% 28.3% 111% 370 12.97%
AIM
2224
Ausbil Investment Management
Australia
$221M +$20M +10% 8.53% 120% 77 33.77%
RIM
2225
Ryan Investment Management
Colorado
$221M +$43.1M +24% 12% 33 48.48%