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
MFA
2876
Millington Financial Advisors
Illinois
$237M +$11.7M +5% 124
EA
2877
Evolution Advisers
Virginia
$237M +$6.32M +3% 176
TS
2878
TradeWell Securities
Indiana
$237M -$19.7M -8% 53
OPOWM
2879
One Plus One Wealth Management
Florida
$237M +$20.3M +9% 107
AG
2880
ASO Group
$237M -$18.8M -7% 57
ICMM
2881
Integrated Capital Management (Michigan)
Michigan
$237M +$4.55M +2% 64
BCA
2882
Bayshore Capital Advisors
Florida
$237M +$36.7M +18% 44
GFP
2883
Guardian Financial Partners
California
$237M -$230K -0.1% 70
MAWAG
2884
Mid-American Wealth Advisory Group
Missouri
$237M $0 0% 55
NERM
2885
New England Research & Management
Illinois
$237M +$8.01M +4% 173
BWM
2886
Boyd Wealth Management
California
$236M +$658K +0.3% 51
SWM
2887
StoneCrest Wealth Management
Arizona
$236M -$11.4M -5% 77
JWWM
2888
Johnson & White Wealth Management
Pennsylvania
$236M +$6.57M +3% 113
SWA
2889
Sightline Wealth Advisors
Connecticut
$236M +$1.68M +0.7% 100
RP
2890
Raelipskie Partnership
Ontario, Canada
$236M -$2.28M -1% 128
KFS
2891
Kaizen Financial Strategies
California
$236M +$9.58M +4% 186
FF
2892
Foundry Financial
California
$236M +$45.7M +24% 78
GCM
2893
Gables Capital Management
Florida
$236M -$678K -0.3% 479
AFM
2894
Armstrong Fleming & Moore
District of Columbia
$236M +$19.1M +9% 112
I
2895
IMPACTfolio
Colorado
$235M -$2.82M -1% 37
AA
2896
ACT Advisors
North Carolina
$235M -$18.5M -7% 82
ECA
2897
Elevation Capital Advisory
Oregon
$235M -$9.89M -4% 89
ECP
2898
Elemental Capital Partners
California
$235M +$46.9M +25% 13
RGC
2899
Rubicon Global Capital
United Kingdom
$235M -$143M -38% 11
CWA
2900
Clarus Wealth Advisors
Arizona
$235M -$6.71M -3% 101