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
SWM
2726
Selby Wealth Management
California
$254M +$5.85M +2% 84
SIP
2727
Sellwood Investment Partners
Oregon
$254M -$2.27M -0.9% 60
ECML
2728
Eagle Capital Management (Louisiana)
Louisiana
$254M -$21.3M -8% 53
MWM
2729
MorganRosel Wealth Management
Colorado
$254M -$146M -37% 124
TPW
2730
TL Private Wealth
Texas
$253M -$6.43M -2% 46
SPA
2731
Shore Point Advisors
New Jersey
$253M +$16.9M +7% 79
PWA
2732
Phoenix Wealth Advisors
North Carolina
$253M -$6.81M -3% 131
5W
2733
5T Wealth
California
$253M +$2.72M +1% 138
BPCM
2734
Beach Point Capital Management
California
$253M -$45.4K -0% 17
ARC
2735
Advisor Resource Council
Texas
$253M -$27.7M -10% 251
DIM
2736
DLK Investment Management
California
$253M -$15.8M -6% 103
SRWM
2737
Shira Ridge Wealth Management
California
$253M +$3.78M +2% 85
FP
2738
FFG Partners
Florida
$253M -$92.3M -27% 49
SCM
2739
Stonehearth Capital Management
Massachusetts
$252M -$17.8M -7% 103
LWM
2740
Lodestone Wealth Management
Washington
$252M +$6.77M +3% 826
MFP
2741
Meramec Financial Planners
Missouri
$252M -$4.45M -2% 554
SLA
2742
Silver Lake Advisory
Utah
$252M -$5.81M -2% 108
IWP
2743
Invenio Wealth Partners
Florida
$252M -$17.3M -6% 100
CLA
2744
Carnegie Lake Advisors
New Jersey
$252M -$10.8M -4% 175
SHA
2745
Seneca House Advisors
Virginia
$252M -$15.6M -6% 108
WIA
2746
Wetzel Investment Advisors
Indiana
$252M +$4.58M +2% 136
HAFS
2747
Hapanowicz & Associates Financial Services
Pennsylvania
$251M -$3.77M -1% 35
VWM
2748
Vermillion Wealth Management
Minnesota
$251M +$7.22M +3% 1,580
WSIB
2749
Washington State Investment Board
Washington
$251M -$58.7M -19% 2
BAM
2750
Bayshore Asset Management
Florida
$251M +$6.22M +3% 41