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
LPFG
3151
Landing Point Financial Group
Ohio
$206M +$5.52M +3% 95
HDA
3152
Harold Davidson & Associates
California
$206M -$20.1M -9% 68
AFTS
3153
American Financial & Tax Strategies
New York
$206M +$5.07M +3% 98
GC
3154
GatePass Capital
Ohio
$206M +$11.8M +6% 187
JSA
3155
Jim Saulnier & Associates
Colorado
$205M +$12.6M +7% 150
MWA
3156
MN Wealth Advisors
Kansas
$205M +$7.57M +4% 134
F4L
3157
Fortune 45 LLC
Louisiana
$205M -$3.73M -2% 45
HHRDM
3158
H&H Retirement Design & Management
Nevada
$205M +$8.72M +4% 97
KHC
3159
Koesten Hirschmann & Crabtree
Kansas
$205M +$1.96M +1% 42
AW
3160
Apricus Wealth
South Carolina
$205M +$9.42M +5% 129
LWM
3161
Latko Wealth Management
Illinois
$205M +$812K +0.4% 36
WCM
3162
Warburton Capital Management
Oklahoma
$205M +$28M +16% 70
FCMT
3163
Founders Capital Management (Texas)
Texas
$205M +$12.3M +6% 433
UWM
3164
Udine Wealth Management
Florida
$205M -$6.93M -3% 41
FWA
3165
FOCUS Wealth Advisors
Texas
$205M -$10.3M -5% 59
QAM
3166
QSM Asset Management
United Kingdom
$204M +$29.4M +17% 25
KFA
3167
Kapstone Financial Advisors
Ohio
$204M +$3M +1% 165
TFM
3168
Trademark Financial Management
Minnesota
$204M +$22.4M +12% 109
B
3169
Birchbrook
Maine
$204M +$3.39M +2% 313
PWMG
3170
Pinnacle Wealth Management Group
Michigan
$204M +$3.54M +2% 131
Q
3171
QVR
California
$204M +$60.5M +42% 106
AWM
3172
Avondale Wealth Management
Texas
$203M +$9.01M +5% 71
VH
3173
Visionary Horizons
Tennessee
$203M +$9.67M +5% 140
OW
3174
Olistico Wealth
Oklahoma
$203M -$2.07M -1% 359
RA
3175
Riverstone Advisors
Texas
$203M -$9.44M -4% 76