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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
PVAMC
2451
PPS&V Asset Management Consultants
Michigan
$185M +$21.5M +13% 16.9% 71.1% 43 13.95%
WF
2452
WinCap Financial
Massachusetts
$185M +$34.9M +23% 22.5% 98 18.37%
IFS
2453
Integrated Financial Solutions
Virginia
$185M +$41.1M +29% 46.5% 39 25.64%
BAM
2454
Byrne Asset Management
New Jersey
$185M +$14.4M +8% 24.3% 116% 638 18.97%
WPEP
2455
Walnut Private Equity Partners
Nebraska
$185M +$3.69M +2% 0.66% 60.6% 15 6.67%
CPA
2456
Compass Planning Associates
Massachusetts
$185M +$28.6M +18% 6.92% 36 25%
FF
2457
Farrell Financial
New York
$185M +$17.5M +10% 10.3% 84 10.71%
PWM
2458
Positano Wealth Management
$185M +$49.6M +37% 49.2% 25 8%
WAM
2459
WealthTrust Asset Management
Florida
$185M +$17.2M +10% 14.2% 97.9% 119 24.37%
HWP
2460
Hibernia Wealth Partners
Louisiana
$185M -$154M -45% 7.2% 34.4% 131 44.27%
ZRP
2461
Zynergy Retirement Planning
New Jersey
$184M +$19.1M +12% 10% 26 0%
SMCL
2462
Sun Mountain Capital Ltd
$184M +$71M +63% 14.8% 2 50%
EIM
2463
Ervin Investment Management
Washington
$184M +$13.3M +8% 10.8% 84.3% 50 12%
SWA
2464
Sterling Wealth Advisors
Florida
$184M +$8.63M +5% 9.8% 20 0%
BW
2465
BXM Wealth
Colorado
$184M +$53.9M +41% 22.2% 171 28.07%
HG
2466
Herbst Group
Connecticut
$183M +$21.5M +13% 23% 139% 73 30.14%
MCA
2467
Millennium Capital Advisors
Arkansas
$183M +$21M +13% 16.6% 114% 148 17.57%
BWM
2468
BCO Wealth Management
New Mexico
$183M +$16.9M +10% 8.43% 46 10.87%
CIA
2469
Cascade Investment Advisors
Oregon
$183M +$14.4M +9% 14.4% 71.4% 121 10.74%
DWA
2470
Dougherty Wealth Advisers
Minnesota
$183M +$24.9M +16% 13.7% 67.5% 115 12.17%
CFG
2471
Certior Financial Group
Pennsylvania
$183M +$25.5M +16% 9.89% 156 23.08%
BCM
2472
BluePath Capital Management
Georgia
$182M +$37.6M +26% 30.4% 101% 129 15.5%
MW
2473
Members Wealth
Pennsylvania
$182M +$15M +9% 10.5% 126 15.08%
SIM
2474
Sterling Investment Management
Arizona
$182M +$15.6M +9% 2.23% 44.1% 72 18.06%
TA
2475
TPG Advisors
Illinois
$182M +$21.8M +14% 10.1% 117 8.55%