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, 6,885 funds (~78%) 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
SWM
2651
Silverlake Wealth Management
Vermont
$474M +$28.9M +6% 391
RCP
2652
Reverence Capital Partners
New York
$474M +$20.9M +5% 1
DWM
2653
Drive Wealth Management
Utah
$474M -$38.5M -8% 417
HW
2654
Hedeker Wealth
Illinois
$474M -$2.78M -0.6% 93
FVCM
2655
F&V Capital Management
Florida
$473M +$2.96M +0.6% 64
CFC
2656
Coyle Financial Counsel
Illinois
$473M +$4.94M +1% 121
CTWM
2657
Cherry Tree Wealth Management
Minnesota
$473M -$885K -0.2% 605
MCA
2658
MSH Capital Advisors
Arizona
$472M +$4.45M +1% 294
BSI
2659
Bregal Sagemount IV
$472M -$97.1M -17% 1
SIA
2660
Sovereign Investment Advisors
Arizona
$472M +$72.3M +18% 106
SDAM
2661
Shulman DeMeo Asset Management
New York
$471M +$30M +7% 148
WAS
2662
WESPAC Advisors SoCal
California
$470M -$25.6M -5% 132
IC
2663
Intel Corp
California
$470M -$254M -35% 2
RWMH
2664
Riverpoint Wealth Management Holdings
Illinois
$470M +$4.37M +0.9% 63
GBWM
2665
Granite Bay Wealth Management
New Hampshire
$470M +$57.4M +14% 99
UWP
2666
Uniting Wealth Partners
Kansas
$470M +$143M +44% 214
SP
2667
Stonebrook Private
Michigan
$470M -$8.11M -2% 235
CWA
2668
CM Wealth Advisors
Ohio
$470M +$27M +6% 151
AHL
2669
Abel Hall LLC
Louisiana
$469M +$41.3M +10% 991
KDA
2670
Kraft Davis & Associates
Missouri
$469M +$23.2M +5% 171
AIC
2671
Archer Investment Corporation
Indiana
$469M +$25.8M +6% 1,317
RGC
2672
Regents Gate Capital
United Kingdom
$469M +$157M +50% 51
MGB
2673
Mass General Brigham
Massachusetts
$469M -$341M -42% 7
GCM
2674
Gator Capital Management
Florida
$469M -$14.8M -3% 121
VAMG
2675
Voisard Asset Management Group
Michigan
$469M +$5.54M +1% 110