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
CWAG
2751
Compton Wealth Advisory Group
Virginia
$449M -$8.53M -2% 85
OL
2752
one8zero8 LLC
North Carolina
$449M -$9.82M -2% 273
PBF
2753
Petix & Botte Financial
California
$449M +$8.04M +2% 144
WAS
2754
Wealth Advisory Solutions
Indiana
$449M +$19.8M +5% 158
CD
2755
Chapin Davis
Maryland
$449M +$21.9M +5% 273
FTA
2756
Financial & Tax Architects
Missouri
$448M +$3.36M +0.8% 123
AIS
2757
American Investment Services
Massachusetts
$448M +$17.4M +4% 136
PT
2758
Plimoth Trust
Massachusetts
$447M -$1.43M -0.3% 179
IA
2759
IAM Advisory
Pennsylvania
$446M -$3.7M -0.8% 114
PC
2760
Peavine Capital
Nevada
$446M -$27.1M -6% 9
SCA
2761
Stokes Capital Advisors
South Carolina
$446M +$8.15M +2% 107
GC
2762
Guidance Capital
Kentucky
$446M +$36.7M +9% 283
WC
2763
Weil Company
California
$445M +$10.6M +2% 121
RWM
2764
Rialto Wealth Management
New York
$445M +$27.2M +6% 1,819
MCM
2765
Marathon Capital Management
Maryland
$445M -$19.4M -4% 183
FFO
2766
Fortitude Family Office
Arizona
$445M +$18.2M +4% 2,120
NAMP
2767
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$445M -$26.3M -6% 144
BI
2768
Bulldog Investors
New Jersey
$445M -$4M -0.9% 273
BMC
2769
Benin Management Corp
Connecticut
$445M -$3.21M -0.7% 151
MLIC
2770
Mandatum Life Insurance Company
Finland
$445M +$6.8M +2% 91
AIM
2771
AMI Investment Management
Indiana
$445M -$340K -0.1% 78
AFA
2772
Abacus FCF Advisors
Florida
$444M -$321M -42% 77
CFO
2773
Collective Family Office
Pennsylvania
$444M +$8.39M +2% 163
WCP
2774
Welch Capital Partners
New York
$444M -$54.7M -11% 27
ACA
2775
Aspire Capital Advisors
Washington
$444M +$18.4M +4% 134