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, 2,603 funds (~30%) 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
SRC
2476
Samson Rock Capital
United Kingdom
$84.3M +$23M +38% 4
DM
2477
Delphi Management
Massachusetts
$83.6M -$19.1M -19% 84
WAG
2478
Wiser Advisor Group
Arizona
$82.7M -$4.72M -5% 240
FRIHG
2479
Fund Resources Investment Holding Group
$81.7M -$21.1M -21% 1
WP
2480
Walleye Partners
Wisconsin
$81.4M -$8.58M -10% 64
SWP
2481
Significant Wealth Partners
Illinois
$81.2M -$8.5M -9% 116
AM
2482
Ampfield Management
New York
$80.8M +$14.1M +21% 6
CA
2483
Centennial Advisors
Texas
$78.6M +$1.64M +2% 98
SWM
2484
Stapp Wealth Management
Washington
$78.3M +$675K +0.9% 36
YIM
2485
Yoffe Investment Management
Pennsylvania
$78.1M -$279K -0.4% 114
OWM
2486
Omnitrust Wealth Management
Florida
$77.2M -$1.46M -2% 74
DCA
2487
DB&C Advisors
Michigan
$77M -$2.77M -3% 71
PBT
2488
Pictet Bank & Trust
Bahamas
$76.1M -$7.31M -9% 35
HSPW
2489
Harrison Street Private Wealth
Colorado
$75.5M 21
MWM
2490
Meadowbrook Wealth Management
New York
$75.5M -$12.2M -14% 78
LC
2491
Luminist Capital
Michigan
$75.3M -$5.88M -7% 308
HAS
2492
Holland Advisory Services
Florida
$74.6M +$536K +0.7% 49
WWP
2493
Wise Wealth Partners
Arizona
$73.9M +$4.19M +6% 54
RL
2494
Retireful LLC
Michigan
$71M -$8.74M -11% 129
WG
2495
WMS Group
Louisiana
$68.8M -$9.86M -13% 59
CLP
2496
Charis Legacy Partners
Texas
$68.4M +$617K +0.9% 27
MA
2497
McGrath & Associates
North Carolina
$68M -$2.47M -4% 43
MAMU
2498
Myriad Asset Management US
Florida
$66.7M +$6.97M +12% 67
PA
2499
ProCore Advisors
California
$65.2M -$32.3M -33% 99
JC
2500
JCSD Capital
California
$64.2M -$8.08M -11% 34