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
SIM
2851
Strategic Investment Management
Virginia
$239M +$42.2M +21% 15
HWA
2852
Heritage Wealth Architects
Minnesota
$239M +$25.4M +12% 80
HC
2853
HF Capital
Tennessee
$239M +$71.5M +43% 5
GCM
2854
Gunderson Capital Management
South Carolina
$239M +$17.3M +8% 65
MMM
2855
Mendel Money Management
Illinois
$239M +$79.3K +0% 147
M
2856
MYeCFO
California
$239M +$3.41M +1% 69
FWP
2857
Forefront Wealth Partners
Texas
$239M +$27.7M +13% 171
JCFM
2858
JBR Co Financial Management
Oklahoma
$239M $0 0% 120
OCERS
2859
Orange County Employees Retirement System
California
$239M +$46.8M +24% 3
CWMGP
2860
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$239M +$164K +0.1% 101
MFC
2861
Mechanics Financial Corp
Ohio
$239M -$32.2M -12% 241
TGIA
2862
Torrey Growth & Income Advisors
California
$239M -$48.9M -17% 117
GCA
2863
Genesee Capital Advisors
New York
$239M -$9.84M -4% 140
WAN
2864
Wealth Advisors Northwest
Oregon
$238M +$12.9M +6% 58
VAM
2865
Verity Asset Management
North Carolina
$238M +$5.44M +2% 264
MAWCM
2866
Mine & Arao Wealth Creation & Management
California
$238M -$17.2M -7% 76
SI
2867
SimpliFi Inc
California
$238M +$1.79M +0.8% 43
RTL
2868
Red Tortoise LLC
Georgia
$238M +$5.18M +2% 619
I
2869
InvesTrust
Oklahoma
$238M -$20.6M -8% 94
KFP
2870
Keener Financial Planning
Texas
$238M +$6.52M +3% 60
GGI
2871
GPM Growth Investors
Michigan
$238M -$18.8M -7% 45
AIM
2872
Archer Investment Management
Texas
$238M +$51.8M +28% 143
SJIM
2873
St. Johns Investment Management
Florida
$238M -$2.1M -0.9% 196
CB
2874
CNB Bank
Pennsylvania
$238M -$6.68M -3% 533
VAF
2875
Values Added Financial
District of Columbia
$238M +$789K +0.3% 144