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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, 3,264 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
ES
2351
Element Squared
Minnesota
$201M +$23.7M +13% 15.5% 60 48.33%
VWMG
2352
Virginia Wealth Management Group
Virginia
$201M +$14M +7% 4.25% 42.1% 58 10.34%
WFL
2353
Wealth Forward LLC
North Dakota
$201M +$23.6M +13% 10.3% 51 19.61%
GMFG
2354
Greater Midwest Financial Group
Minnesota
$201M +$14.5M +8% 42.7% 70 14.29%
CV
2355
Counterweight Ventures
North Carolina
$201M +$22.4M +13% 19% 81 1.23%
MSRI
2356
Michael S. Ryan Inc
New York
$200M +$28.6M +17% 15.6% 60.4% 61 16.39%
BBFA
2357
Brindle & Bay Financial Advisors
Texas
$200M +$37M +23% 11.6% 88 26.14%
S
2358
SharpePoint
Arizona
$200M +$31.9M +19% 32% 94 13.83%
RWM
2359
Riverbend Wealth Management
South Carolina
$199M +$24.6M +14% 17.2% 180 17.78%
DT
2360
DBA Trading
Florida
$199M -$2.39M -1% 42.7% 40 5%
HHCP
2361
Hilton Head Capital Partners
South Carolina
$198M +$21.2M +12% 18.3% 1,037 16.68%
WAM
2362
Walker Asset Management
Missouri
$198M +$13.3M +7% 13.7% 75.9% 157 10.83%
OA
2363
Oceanside Advisors
South Carolina
$198M +$22.9M +13% 9.5% 57 7.02%
S
2364
Steadtrust
Texas
$198M +$21.4M +12% 28.7% 140 17.86%
CW
2365
Cornerstone Wealth
Tennessee
$198M +$20M +11% 9.47% 107 14.95%
IW
2366
Instrumental Wealth
Florida
$198M +$34.8M +21% 16.1% 34.2% 94 27.66%
OAS
2367
Optivise Advisory Services
Tennessee
$197M +$31.8M +19% 15.5% 243 30.86%
TM
2368
Torren Management
California
$197M -$4.15M -2% 13.7% 987 4.36%
GWM
2369
Global Wealth Management
New Jersey
$196M +$12.9M +7% 8.59% 49 14.29%
BGWM
2370
Bridge Generations Wealth Management
Florida
$196M +$21.8M +12% 7.31% 35 11.43%
LFWA
2371
LBJ Family Wealth Advisors
Texas
$196M +$25.5M +15% 13.6% 59% 28 0%
LC
2372
Lunate Capital
United Arab Emirates
$196M +$75.6M +63% 13.8% 12 66.67%
EWM
2373
Echo Wealth Management
Minnesota
$196M +$22.3M +13% 7.36% 41% 49 8.16%
MG
2374
McHugh Group
Ohio
$196M +$26.7M +16% 21.8% 88 9.09%
QFP
2375
Quantum Financial Partners
Kansas
$196M 13.4% 153