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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, 2,529 funds (~29%) 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
1CP
2326
1015 Capital Partners
Pennsylvania
$119M +$16.5M +16% 20.8% 630 8.57%
RMF
2327
Red Mountain Financial
Colorado
$119M +$13M +12% 7.21% 88 17.05%
DFC
2328
DBK Financial Counsel
Ohio
$119M -$12.9M -10% 12% 52.9% 61 11.48%
VIP
2329
Value Investment Professionals
New York
$119M +$9.82M +9% 12.8% 120 68.33%
BAM
2330
Belleair Asset Management
Florida
$119M +$9.16M +8% 7.93% 84 8.33%
FCM
2331
Fell Capital Management
California
$119M +$13.9M +13% 11.6% 97 7.22%
HWA
2332
HighRoad Wealth Advisors
Oregon
$119M +$16.2M +16% 14.1% 40 12.5%
BFS
2333
Boyer Financial Services
California
$118M +$24.1M +26% 12.1% 60 31.67%
BWFL
2334
Better Way Financial, LLC
Pennsylvania
$118M 15.6% 9
3FI
2335
3 Factor Indexing
California
$118M +$12.3M +12% 10.6% 477 13.42%
AA
2336
AlphaCentric Advisors
Puerto Rico
$118M +$17.9M +18% 19.9% 285 20.7%
FWWM
2337
Fiscal Wisdom Wealth Management
Connecticut
$118M +$13.8M +13% 9.78% 111 27.03%
TFA
2338
TrustWell Financial Advisors
Florida
$118M +$11.5M +11% 3.04% 82 19.51%
NFTC
2339
North Forty Two & Co
Oregon
$118M +$9.6M +9% 10.2% 104 6.73%
CA
2340
Corecam AG
$117M -$282K -0.2% 7.7% 71 46.48%
2WWM
2341
21 West Wealth Management
California
$117M +$9.4M +9% 11.2% 67 8.96%
E
2342
Entelevest
Florida
$117M +$17.1M +17% 20.8% 157 22.29%
MWC
2343
MKD Wealth Coaches
Michigan
$117M +$15.4M +15% 12.8% 32 15.63%
OWA
2344
ORBA Wealth Advisors
Illinois
$117M +$33.1M +39% 12.7% 91 35.16%
MAM
2345
Markin Asset Management
New York
$117M +$25.8M +28% 13.3% 49 26.53%
TCRG
2346
Twin Cities Retirement Group
Minnesota
$117M +$7.45M +7% 7.04% 24 8.33%
KCA
2347
Kilner Capital Advisors
Maryland
$117M +$12.3M +12% 11.7% 18 0%
WWA
2348
Wisconsin Wealth Advisors
Wisconsin
$117M +$15M +15% 20.8% 92 10.87%
VMMC
2349
V.M. Manning & Co
South Carolina
$117M 17.7% 53
MS
2350
Monetary Solutions
Ohio
$116M +$12.6M +12% 11.9% 403 22.58%