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
TWM
3176
Trevian Wealth Management
Massachusetts
$203M -$8.11M -4% 51
SFS
3177
Sharp Financial Services
Pennsylvania
$203M +$3.79M +2% 131
AFWM
3178
Arta Finance Wealth Management
California
$202M +$6.4M +3% 104
CWM
3179
CarsonAllaria Wealth Management
Illinois
$202M +$894K +0.4% 72
GDADCM
3180
Groupe des Assurances du Credit Mutuel
France
$202M -$92.6M -31% 6
4FG
3181
4Thought Financial Group
New York
$202M +$294K +0.1% 101
TI
3182
tru Independence
Oregon
$202M -$194M -49% 139
NC
3183
Nipun Capital
California
$202M -$17M -8% 11
BFA
3184
Brendel Financial Advisors
New Hampshire
$202M -$1.26M -0.6% 125
SPAS
3185
Spectrum Planning & Advisory Services
California
$202M +$7.66M +4% 124
HWMO
3186
Heritage Wealth Management (Ohio)
Ohio
$202M -$158M -44% 265
BSA
3187
Bull Street Advisors
Georgia
$202M -$13.2M -6% 95
MFG
3188
Marmo Financial Group
Tennessee
$202M -$9.39M -4% 40
AL
3189
ARWA LLC
Texas
$202M +$30.6M +18% 158
SFG
3190
Sowa Financial Group
Rhode Island
$202M +$9.8M +5% 31
GW
3191
Griffith & Werner
Georgia
$202M +$5.43M +3% 74
BFA
3192
Brown Financial Advisory
Alabama
$202M +$3.79M +2% 58
FFG
3193
Foundry Financial Group
New Hampshire
$202M +$1.74M +0.9% 73
CFAM
3194
Center For Asset Management
Florida
$201M +$10.1M +5% 155
DT
3195
DBA Trading
Florida
$201M +$101M +101% 49
NME
3196
Notis-McConarty Edward
$201M -$14.4M -7% 73
SIA
3197
Spectrum Investment Advisors
Wisconsin
$201M +$1.72M +0.9% 53
LS
3198
LCW Services
Virginia
$201M +$13.5M +7% 42
FB
3199
First Bancorp
Maine
$201M +$13.1M +7% 135
RCM
3200
Ridgepath Capital Management
Tennessee
$201M -$16.6M -8% 53