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
CPL
2926
Corecam Pte Ltd
$231M +$42.3M +22% 82
CC
2927
Citrine Capital
California
$231M +$15.2M +7% 61
5SA
2928
5th Street Advisors
Connecticut
$231M +$16.5M +8% 55
RF
2929
rebel Financial
Ohio
$231M -$3.44M -1% 69
PWA
2930
Prairie Wealth Advisors
Nebraska
$230M -$5.14M -2% 158
IWA
2931
IVC Wealth Advisors
Pennsylvania
$230M +$392K +0.2% 188
PBC
2932
Pavion Blue Capital
California
$230M -$10.6M -4% 115
CCIA
2933
Cherry Creek Investment Advisors
Colorado
$230M -$3.71M -2% 131
TRIA
2934
Trail Ridge Investment Advisors
Colorado
$230M -$2.47M -1% 106
I2I
2935
Insight 2811 Inc
Illinois
$230M +$3.56M +2% 103
AFO
2936
Aurelius Family Office
New Hampshire
$230M -$2.59M -1% 48
HP
2937
Haven Private
Florida
$230M +$1.09M +0.5% 178
CIS
2938
Custom Index Systems
New York
$230M +$3.14M +1% 292
BPFA
2939
Barnes Pettey Financial Advisors
Mississippi
$229M +$27.2M +13% 163
NWP
2940
NerdWallet Wealth Partners
New York
$229M +$6.11M +3% 73
GHA
2941
Granite Harbor Advisors
Texas
$229M -$7.67M -3% 135
TPCM
2942
Two Point Capital Management
New York
$229M -$17.8M -7% 28
MI
2943
Moneywise Inc
Virginia
$229M -$11.4M -5% 92
AF
2944
Abound Financial
California
$229M -$29.5M -11% 291
WFAG
2945
Worth Financial Advisory Group
North Carolina
$229M +$22.4M +11% 202
CSIA
2946
Carl Stuart Investment Advisor
Texas
$229M +$118M +107% 29
OWCM
2947
One Wealth Capital Management
Arizona
$229M -$6.03M -3% 152
IF
2948
IRON Financial
Illinois
$229M +$11.3M +5% 167
NIA
2949
NBZ Investment Advisors
Tennessee
$229M -$481K -0.2% 70
MPCL
2950
My Personal CFO LLC
Washington
$228M -$11.3M -5% 98