Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Live Disclosures

Portfolio disclosures for 2026 Q1 are currently underway and will close on May 15th. As of this moment, 2,424 funds (~28%) 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
GTWM
2051
Global Trust Wealth Management
Florida
$132M -$2.7M -2% 86
BF
2052
bLong Financial
Tennessee
$132M -$11M -8% 81
MFG
2053
Macco Financial Group
Wisconsin
$132M +$15.7M +14% 27
PM
2054
Penbrook Management
New York
$132M -$12.9M -9% 105
BAWC
2055
Boyce & Associates Wealth Consulting
Texas
$132M +$12.7M +11% 83
SA
2056
Sincerus Advisory
New York
$132M +$7.55M +6% 79
TCPW
2057
Twin City Private Wealth
North Carolina
$132M -$367K -0.3% 102
GCM
2058
Graver Capital Management
Ohio
$132M +$5.07M +4% 25
DWA
2059
Delta Wealth Advisors
Indiana
$131M +$12M +10% 49
VFP
2060
Vested Financial Planning
California
$131M +$1.39M +1% 30
SG
2061
Stanich Group
New York
$131M -$1.43M -1% 50
PWM
2062
Partnership Wealth Management
Maryland
$131M -$7.8M -6% 69
NC
2063
Nightview Capital
Texas
$131M -$14.6M -10% 20
FLP
2064
Financial Life Planners
Arizona
$130M -$8.86M -6% 368
NMCM
2065
Nicholson Meyer Capital Management
Missouri
$130M -$1.8M -1% 46
CCP
2066
Cushing Capital Partners
Wisconsin
$130M -$4.88M -4% 107
FC
2067
Fjell Capital
North Dakota
$130M -$397K -0.3% 73
PIC
2068
Platt Investment Counsel
Florida
$130M -$5.43M -4% 13
DSC
2069
Daytona Street Capital
Missouri
$130M +$1.01M +0.8% 335
RHIG
2070
R.H. Investment Group
Arizona
$130M +$10.3M +9% 45
GCG
2071
Gilbert Capital Group
Maine
$129M -$3.64M -3% 57
OF
2072
Outfitter Financial
Maine
$129M +$2.07M +2% 83
RE
2073
Rydar Equities
Texas
$129M +$861K +0.7% 95
BA
2074
Blueline Advisors
New Hampshire
$129M +$6.39M +5% 221
KAM
2075
Kopion Asset Management
Texas
$129M -$11.3M -8% 20