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, 6,656 funds (~76%) 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
DSA
2951
Droms Strauss Advisors
Missouri
$383M +$2.44M +0.6% 81
LWM
2952
Luminvest Wealth Management
Arizona
$382M +$22M +6% 56
RSS
2953
Rosenblum Silverman Sutton
California
$382M -$49.9M -12% 80
NFP
2954
Narus Financial Partners
Utah
$382M +$18.6M +5% 170
BFP
2955
Briaud Financial Planning
Texas
$381M -$24.5M -6% 43
ODA
2956
One Degree Advisors
California
$381M +$17.4M +5% 75
CPWA
2957
Cerro Pacific Wealth Advisors
California
$381M +$10.3M +3% 170
CIC
2958
Chase Investment Counsel
Virginia
$381M +$23.3M +7% 167
PWMG
2959
Private Wealth Management Group
New Jersey
$381M +$6.43M +2% 1,571
GL
2960
Globe Life
Texas
$381M -$17M -4% 2
EPP
2961
ETF Portfolio Partners
Kansas
$381M -$7.01M -2% 71
SFWC
2962
Strategic Family Wealth Counselors
New Jersey
$381M -$64.9M -15% 226
AWA
2963
Aquire Wealth Advisors
Utah
$380M -$4.02M -1% 51
MW
2964
Marks Wealth
Maryland
$380M +$81.4M +27% 22
BCFS
2965
Butensky & Cohen Financial Security
Florida
$380M +$10.3M +3% 98
MC
2966
Muhlenkamp & Co
Pennsylvania
$380M +$7.97M +2% 30
AC
2967
Attestor Capital
Cayman Islands
$380M +$168M +79% 10
RWA
2968
Rooted Wealth Advisors
Illinois
$379M +$23.8M +7% 149
CSWG
2969
Cardinal Strategic Wealth Guidance
Kentucky
$379M -$3.46M -0.9% 65
BP
2970
BWM Planning
Texas
$379M +$4.88M +1% 98
KFS
2971
Kurt F. Somerville
$379M -$211M -36% 107
CFG
2972
Carr Financial Group
Massachusetts
$379M +$3.59M +1% 192
MLFP
2973
MPS Loria Financial Planners
Illinois
$379M -$10M -3% 90
FW
2974
Fairway Wealth
Ohio
$379M +$8.17M +2% 273
PIM
2975
Progressive Investment Management
Oregon
$379M -$39.2M -9% 63