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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, 3,294 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
OFG
2251
OmniStar Financial Group
North Carolina
$217M +$24.2M +13% 6.39% 67.1% 125 19.2%
JKA
2252
Jones Kertz & Associates
Minnesota
$217M +$28.6M +15% 33.2% 68 5.88%
GAA
2253
Guardian Asset Advisors
Pennsylvania
$217M +$45.7M +27% 15% 130 26.15%
FF
2254
Friedenthal Financial
New Jersey
$217M +$17.1M +9% 9.19% 111% 312 40.38%
O3W
2255
Omni 360 Wealth
New Jersey
$216M +$22.6M +12% 11.1% 137 10.22%
BWMG
2256
Barnes Wealth Management Group
California
$216M +$19.1M +10% 10.4% 205 15.12%
SF
2257
SWP Financial
California
$216M +$20.1M +10% 11.9% 80 13.75%
G
2258
GuidedMoney
Wisconsin
$216M +$25.6M +13% 9.45% 34 14.71%
PIM
2259
Pullen Investment Management
Florida
$216M +$16.8M +8% 10.9% 108 18.52%
KCM
2260
Kennicott Capital Management
California
$216M +$32.8M +18% 19.3% 85.5% 48 8.33%
SFS
2261
Sharp Financial Services
Pennsylvania
$216M +$13.4M +7% 10.4% 135 17.04%
ACM
2262
AUA Capital Management
Pennsylvania
$216M +$20.1M +10% 11.6% 61.4% 85 7.06%
PFA
2263
Petra Financial Advisors
Colorado
$216M +$54.1M +33% 18.6% 129% 184 45.11%
FWA
2264
FOCUS Wealth Advisors
Texas
$216M +$11.1M +5% 13.8% 63.8% 69 26.09%
CWMA
2265
Capstone Wealth Management (Alabama)
Alabama
$216M +$72.1M +50% 15.8% 189 74.07%
HCP
2266
Hardin Capital Partners
South Carolina
$215M -$153K -0.1% 1.45% 153 16.34%
WI
2267
Wealth Intelligence
Georgia
$215M +$7.32M +4% 5.92% 59 1.69%
MUAMU
2268
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$215M +$21.7M +11% 22.3% 138% 108 23.15%
FG
2269
Franchise GP
$215M -$56.7M -21% 77.7% 49 46.94%
LD
2270
Lipe & Dalton
New York
$215M +$24.1M +13% 19% 89.6% 99 12.12%
CWRP
2271
Cassady Wealth & Retirement Planning
Nevada
$215M +$21.9M +11% 10.1% 105 4.76%
BWM
2272
Base Wealth Management
Florida
$215M +$36.3M +20% 11.8% 66 9.09%
GCL
2273
Gouws Capital LLC
North Carolina
$215M +$26.1M +14% 20.2% 114% 59 8.47%
KWA
2274
Kellett Wealth Advisors
Ohio
$215M +$30.3M +16% 12.6% 68.1% 98 20.41%
KCM
2275
KRS Capital Management
Michigan
$215M +$51.7M +32% 49.1% 233% 129 14.73%