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, 2,641 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
MWM
2526
Meadowbrook Wealth Management
New York
$75.5M -$12.2M -14% 78
LC
2527
Luminist Capital
Michigan
$75.3M -$5.88M -7% 308
HAS
2528
Holland Advisory Services
Florida
$74.6M +$536K +0.7% 49
WWP
2529
Wise Wealth Partners
Arizona
$73.9M +$4.19M +6% 54
RL
2530
Retireful LLC
Michigan
$71M -$8.74M -11% 129
WG
2531
WMS Group
Louisiana
$68.8M -$9.86M -13% 59
CLP
2532
Charis Legacy Partners
Texas
$68.4M +$617K +0.9% 27
MA
2533
McGrath & Associates
North Carolina
$68M -$2.47M -4% 43
MAMU
2534
Myriad Asset Management US
Florida
$66.7M +$6.97M +12% 67
PA
2535
ProCore Advisors
California
$65.2M -$32.3M -33% 99
JC
2536
JCSD Capital
California
$64.2M -$8.08M -11% 34
JWBC
2537
John W. Brooker & Co
California
$63.5M +$7.6M +14% 68
PCA
2538
PMV Capital Advisers
Texas
$59.3M +$4.37M +8% 152
SA
2539
SL Advisors
New Jersey
$59.1M +$10.2M +21% 32
QWM
2540
QP Wealth Management
New Jersey
$58.4M -$55.1M -49% 118
TFIAP
2541
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$56.2M +$9.17M +20% 39
LFG
2542
Lockerman Financial Group
California
$55.6M +$3.43M +7% 91
AAM
2543
Alken Asset Management
United Kingdom
$55.5M -$5.79M -9% 45
BWA
2544
Bestgate Wealth Advisors
Maryland
$55.4M -$1.46M -3% 53
NFA
2545
Northwest Financial Advisors
Virginia
$51.8M +$3.2M +7% 76
GIM
2546
Groesbeck Investment Management
New Jersey
$51.3M -$1.66M -3% 96
GSC
2547
Ground Swell Capital
South Carolina
$50.7M +$2.09M +4% 200
AP
2548
Arlington Partners
Alabama
$50.1M +$36M +256% 62
FWM
2549
FLP Wealth Management
Arkansas
$48.9M +$6.52M +15% 81
PFA
2550
Portland Financial Advisors
New York
$48.1M +$1.06M +2% 82