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, 6,516 funds (~74%) 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
CMP
3051
Courage Miller Partners
Virginia
$354M +$22.2M +7% 93
WAM
3052
Wilson Asset Management
Australia
$354M -$35.6M -9% 48
AWP
3053
Accretive Wealth Partners
New Jersey
$354M +$17M +5% 177
SCA
3054
Strathmore Capital Advisors
North Carolina
$354M +$48.8M +16% 142
FAP
3055
Financial Advisory Partners
Florida
$354M -$954K -0.3% 67
PFA
3056
Pathway Financial Advisers
Indiana
$354M +$8.6M +2% 175
BWCS
3057
Beirne Wealth Consulting Services
Connecticut
$354M +$8.3M +2% 111
GFG
3058
Greystone Financial Group
Michigan
$353M -$287M -45% 100
OBGC
3059
O'Brien Greene & Co
Pennsylvania
$353M +$16.5M +5% 147
BL
3060
BCWM LLC
Kansas
$353M +$18.8M +6% 62
BFS
3061
BridgePort Financial Solutions
Iowa
$353M -$19.4M -5% 253
FWM
3062
ForthRight Wealth Management
Georgia
$353M +$4.68M +1% 77
SC
3063
Stolper & Co
Oklahoma
$352M +$13M +4% 92
MCMU
3064
MIC Capital Management (UK)
United Kingdom
$352M -$88.8M -20% 15
PIC
3065
PCJ Investment Counsel
Ontario, Canada
$352M -$52.2M -13% 72
BMWM
3066
Brown Miller Wealth Management
Virginia
$352M -$10.1M -3% 205
VRL
3067
Vision Retirement, LLC
New Jersey
$352M -$21.5M -6% 698
CC
3068
Cypress Capital
Tennessee
$351M -$5.79M -2% 101
CGFA
3069
Colton Groome Financial Advisors
North Carolina
$351M +$2.4M +0.7% 145
TFA
3070
Trinity Financial Advisors
Ohio
$351M -$6.38M -2% 97
LWMM
3071
Legacy Wealth Management (Mississippi)
Mississippi
$351M -$23.7M -6% 115
FFO
3072
Fiduciary Family Office
Florida
$351M +$2.96M +0.9% 201
SMC
3073
Spider Management Company
Virginia
$351M +$126M +56% 6
SC
3074
Steph & Co
Wisconsin
$351M +$3.58M +1% 323
HA
3075
Hamel Associates
New Jersey
$351M +$18.8M +6% 85