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
BA
2551
Bluesphere Advisors
Pennsylvania
$281M +$55.2M +24% 127
BWM
2552
Biltmore Wealth Management
Arizona
$281M +$16.3M +6% 62
IP
2553
Investment Partners
Ohio
$281M -$4.63M -2% 157
SA
2554
SoundView Advisors
Washington
$281M -$5.68M -2% 33
FFP
2555
Freedom Financial Partners
Minnesota
$281M +$5.89M +2% 93
VC
2556
Veracity Capital
Georgia
$280M -$57.3M -17% 242
BWG
2557
Balanced Wealth Group
Ohio
$279M +$6.12M +2% 76
KF
2558
Ketron Financial
California
$279M -$21.1M -7% 60
CCC
2559
Compass Capital Corp
Massachusetts
$279M +$19.1M +7% 213
CRI
2560
Colonial River Investments
Virginia
$279M -$1.36M -0.5% 245
EWP
2561
Elevation Wealth Partners
California
$279M -$3.25M -1% 1,147
MPAM
2562
Murphy Pohlad Asset Management
Minnesota
$279M +$18.5M +7% 137
CG
2563
Clarus Group
Texas
$279M +$1.35M +0.5% 116
LJCM
2564
Lee Johnson Capital Management
Texas
$279M -$12.6M -4% 115
NIWA
2565
New Insight Wealth Advisors
California
$279M -$1.06M -0.4% 113
DK
2566
David Kennon
Florida
$279M -$2.46M -0.9% 42
CB
2567
Centennial Bank
Arkansas
$279M +$27.1M +11% 352
EM
2568
Excalibur Management
Massachusetts
$278M +$1.1M +0.4% 166
QFPS
2569
Quantum Financial Planning Services
Washington
$278M +$2.51M +0.9% 57
MCC
2570
Malaga Cove Capital
California
$278M -$10.6M -4% 206
ACP
2571
Arcus Capital Partners
Georgia
$278M -$312K -0.1% 161
RW
2572
Rede Wealth
Virginia
$278M -$9.73M -3% 112
CWA
2573
Centerline Wealth Advisors
Kentucky
$278M +$1.81M +0.7% 76
RWM
2574
RBA Wealth Management
California
$278M -$17.5M -6% 98
AIA
2575
Armor Investment Advisors
North Carolina
$278M +$5.61M +2% 164