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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
RCSL
2226
R2 Capital Strategies, LLC
Nebraska
$221M 12.6% 115
CIA
2227
Citadel Investment Advisory
Ohio
$220M +$10.7M +5% 7.46% 67.4% 78 2.56%
MCSPMLTEF
2228
Metatron Capital SICAV plc - Metatron Long Term Equity Fund
$220M 31.7% 65
YWM
2229
Yardley Wealth Management
Pennsylvania
$220M +$25M +13% 9.73% 37 2.7%
LHWM
2230
Lake Hills Wealth Management
Texas
$220M +$41.2M +23% 15.8% 78.8% 86 55.81%
SWIA
2231
Solano Wealth Investment Advisors
California
$220M +$19.1M +10% 12.9% 35 2.86%
PWA
2232
Primoris Wealth Advisors
Florida
$219M +$76.5M +54% 44.5% 182% 135 36.3%
CE
2233
Cornerstone Enterprises
Wisconsin
$219M +$18.2M +9% 17.2% 43 20.93%
WMRU
2234
William Marsh Rice University
Texas
$219M -$1.42M -0.6% 6.8% 4.44% 2 0%
BSA
2235
Bull Street Advisors
Georgia
$219M +$17.1M +8% 5.36% 41.9% 96 3.13%
PPA
2236
Pacific Point Advisors
California
$219M +$29.4M +16% 35.7% 143 16.78%
RA
2237
RiverPark Advisors
New York
$219M -$57.3M -21% 11.3% 87.5% 166 26.51%
SCM
2238
Sunbeam Capital Management
Georgia
$219M +$44.1M +25% 16.6% 129 17.05%
HCM
2239
Horrell Capital Management
Arkansas
$219M -$681K -0.3% 7.29% 55.1% 203 7.88%
LWA
2240
LifeGoal Wealth Advisors
New York
$218M +$43.7M +25% 15.2% 162 35.19%
LWA
2241
Lantern Wealth Advisors
New York
$218M +$23.4M +12% 12.6% 194 15.46%
SCM
2242
Saxony Capital Management
Missouri
$218M +$45.9M +27% 13.7% 205 30.73%
OC
2243
OxenFree Capital
Florida
$218M +$11.9M +6% 13.2% 60 13.33%
CI
2244
Cooper Investors
Australia
$218M -$27.5M -11% 5.25% 49.8% 50 38%
DF
2245
Define Financial
California
$218M +$33.5M +18% 10% 49 20.41%
WWM
2246
Wolff Wiese Magana
California
$217M +$36.2M +20% 32.5% 136% 1,058 10.02%
PP
2247
Pearl Planning
Michigan
$217M +$30.3M +16% 11.6% 58 10.34%
HIMS
2248
Hager Investment Management Services
New Hampshire
$217M +$35.4M +19% 31.3% 372 16.67%
CA
2249
Corrado Advisors
New Jersey
$217M +$25.6M +13% 15.1% 64% 127 14.96%
DCM
2250
Delta Capital Management
New Jersey
$217M +$35.5M +20% 37.8% 125% 112 10.71%