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
6F
3001
626 Financial
Michigan
$223M -$8.02M -3% 128
CWA
3002
Cura Wealth Advisors
Illinois
$223M -$40.4M -15% 153
FC
3003
Family CFO
California
$223M -$338K -0.2% 92
IWMWV
3004
Ironwood Wealth Management (West Virginia)
West Virginia
$223M +$244K +0.1% 32
ACM
3005
Azarias Capital Management
Pennsylvania
$223M -$5.28M -2% 28
ATC
3006
Advantage Trust Company
Kansas
$223M +$1.12M +0.5% 125
VIPI
3007
Vista Investment Partners II
Indiana
$223M -$9.31M -4% 177
DFS
3008
Dixon Fnancial Services
California
$223M -$2.82M -1% 47
SCM
3009
Sterneck Capital Management
Missouri
$223M +$643K +0.3% 118
WWM
3010
Walser Wealth Management
Florida
$223M +$33M +17% 210
CAM
3011
Cobblestone Asset Management
Virginia
$222M -$391K -0.2% 83
GPFA
3012
Game Plan Financial Advisors
Ohio
$222M -$26.5M -11% 406
BAM
3013
Beaumont Asset Management
Texas
$222M +$22.1M +11% 76
DC
3014
Darrow Company
Massachusetts
$222M -$357K -0.2% 59
FAG
3015
Fortitude Advisory Group
Washington
$222M -$13.3M -6% 239
DG
3016
Diesslin Group
Texas
$222M -$29.6M -12% 57
BW
3017
Bravera Wealth
North Dakota
$222M +$22.4M +11% 513
AWM
3018
Aviso Wealth Management
Washington
$222M -$16M -7% 151
SFG
3019
Seamount Financial Group
Colorado
$222M +$1.64M +0.7% 140
CFGF
3020
Compass Financial Group (Florida)
Florida
$222M -$4.82M -2% 48
MWM
3021
Meritas Wealth Management
California
$221M +$13.2M +6% 60
MWM
3022
Mosley Wealth Management
California
$221M +$2.37M +1% 466
DRP
3023
Decker Retirement Planning
Utah
$221M +$19.6M +10% 318
GWM
3024
GoalFusion Wealth Management
Texas
$220M +$4.26M +2% 30
LFPWM
3025
Leicht Financial Planning & Wealth Management
New Jersey
$220M -$3.12M -1% 15