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, 4,833 funds (~55%) 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
FI
2476
Firetrail Investments
Australia
$293M -$12.1M -4% 29
RFP
2477
Roth Financial Partners
Texas
$293M -$10.3M -3% 33
FWP
2478
Family Wealth Partners
North Carolina
$293M +$15.4M +6% 112
SG
2479
Sharper & Granite
California
$293M +$8.8M +3% 108
WFS
2480
Walker Financial Services
Kentucky
$292M +$16.4M +6% 44
BFS
2481
Burkett Financial Services
South Carolina
$292M -$1.22M -0.4% 257
WF
2482
Warner Financial
Maryland
$292M +$3.53M +1% 136
BCIM
2483
Bishop & Co Investment Management
Pennsylvania
$292M -$10.4M -3% 29
MAG
2484
Members Advisory Group
New York
$292M +$26.3M +10% 45
CIM
2485
Capital Investment Management
Missouri
$291M +$5.23M +2% 132
KCFA
2486
Key Client Fiduciary Advisors
New Jersey
$291M +$2.19M +0.8% 218
WAG
2487
Wilkerson Advisory Group
Missouri
$291M +$7.06M +2% 656
DWM
2488
Denver Wealth Management
Colorado
$291M +$8.47M +3% 108
BC
2489
Barrett & Company
Rhode Island
$291M -$9.21M -3% 679
OAM
2490
Oak Asset Management
California
$290M -$2.76M -0.9% 111
EA
2491
Everpar Advisors
Oklahoma
$290M +$20.8M +8% 305
ACG
2492
Arch Capital Group
Bermuda
$290M -$1.87M -0.6% 4
ODFS
2493
O'Donnell Financial Services
California
$290M -$2.19M -0.7% 64
FFA
2494
Fairfield Financial Advisors
Massachusetts
$290M -$16.6M -5% 75
FF
2495
Friday Financial
Iowa
$290M +$6.56M +2% 95
AA
2496
Altrafin AG
$290M -$25.2M -8% 56
PIA
2497
Powell Investment Advisors
Florida
$290M -$371K -0.1% 177
GJIA
2498
Glass Jacobson Investment Advisors
Maryland
$290M +$12M +4% 623
RCM
2499
Raleigh Capital Management
North Carolina
$290M +$14.2M +5% 808
SI
2500
Saxon Interests
Texas
$290M +$6.81M +2% 240