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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, 3,293 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
FCB
2301
First County Bank
Connecticut
$213M +$25.2M +13% 17.5% 89.1% 173 9.25%
IAIM
2302
Industrial Alliance Investment Management
Quebec, Canada
$212M +$45.2M +27% 23.5% 81.5% 8 0%
IIL
2303
Insight Inv LLC
California
$212M +$29.4M +16% 33.4% 136% 111 8.11%
BDL
2304
Banque de Luxembourg
Luxembourg
$212M +$18.7M +10% 12.3% 79 6.33%
DJYG
2305
David J. Yvars Group
Florida
$212M +$33M +18% 22.8% 125% 111 21.62%
CFSG
2306
Clark Financial Services Group
Missouri
$212M +$27.3M +15% 27.8% 102% 118 24.58%
SL
2307
StoryOne LLC
Kansas
$212M +$34.2M +19% 22.7% 79 98.73%
MIM
2308
Merrion Investment Management
New Jersey
$211M +$25.2M +14% 20.9% 166% 114 11.4%
RFP
2309
RCS Financial Planning
Maryland
$211M +$18.4M +10% 10.7% 42.8% 105 9.52%
KRW
2310
Kaufman Rossin Wealth
Florida
$211M +$36.6M +21% 15.1% 116 18.97%
KA
2311
Kure Advisory
Minnesota
$211M +$27.3M +15% 8.99% 67 23.88%
WCM
2312
Wisconsin Capital Management
Wisconsin
$211M +$28.5M +16% 25.5% 153% 53 15.09%
SIA
2313
Stegner Investment Associates
Kentucky
$210M +$27.7M +15% 16.9% 75.3% 31 6.45%
TCTWM
2314
Three Cord True Wealth Management
Pennsylvania
$210M +$30.2M +17% 11.1% 43 9.3%
BFG
2315
Baron Financial Group
New Jersey
$210M +$24.2M +13% 12.4% 52.1% 56 5.36%
FIS
2316
Fischer Investment Strategies
California
$210M +$38.2M +22% 15% 81% 52 19.23%
AW
2317
Apricus Wealth
South Carolina
$210M +$4.27M +2% 5.14% 78.8% 131 9.92%
SC
2318
Shearwater Capital
Colorado
$209M +$18.7M +10% 11% 64.2% 73 13.7%
TIA
2319
Trust Investment Advisors
Indiana
$209M +$38.5M +23% 32.5% 167% 101 15.84%
SHFA
2320
Sherrill & Hutchins Financial Advisory
Georgia
$209M +$39.9M +24% 9.26% 20 25%
HFS
2321
Hoge Financial Services
Pennsylvania
$209M +$22.1M +12% 12.4% 87 21.84%
FAG
2322
Financial Architects (Georgia)
Georgia
$209M +$18.9M +10% 9.49% 25 4%
OWA
2323
Oak Wealth Advisors
Illinois
$208M +$26.5M +15% 12.4% 68 16.18%
CCAM
2324
Capelight Capital Asset Management
New York
$208M +$74.4M +55% 96.8% 50 58%
AWP
2325
Axis Wealth Partners
Rhode Island
$208M +$20.2M +11% 9.99% 197 18.78%