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, 3,958 funds (~45%) 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
CCP
3226
Crocodile Capital Partners
Germany
$140M -$27.5M -16% 15
SFC
3227
Summit Financial Consulting
Michigan
$140M +$1.99M +1% 48
RW
3228
Ridgeline Wealth
Arizona
$140M -$4.59M -3% 55
RWM
3229
Rolek Wealth Management
Pennsylvania
$139M -$6.45M -4% 23
SMCM
3230
Sky-Mountain Capital Management
Idaho
$139M -$11M -7% 39
WFP
3231
Welch Financial Planning
Colorado
$139M +$1.77M +1% 70
MSA
3232
Marathon Strategic Advisors
Pennsylvania
$139M +$8.09M +6% 52
CFWMA
3233
Center for Wealth Management Advisory
Ohio
$139M +$3.19M +2% 69
GA
3234
GraniteShares Advisors
New York
$139M -$25.8M -16% 90
DWM
3235
DKM Wealth Management
California
$139M +$4.64M +3% 78
SAM
3236
Seelaus Asset Management
New Jersey
$139M +$12.7M +10% 215
PWM
3237
PMG Wealth Management
Illinois
$139M +$2.21M +2% 62
MFF
3238
Michels Family Financial
Texas
$139M +$2.54M +2% 142
CPC
3239
CFC Planning Company
Indiana
$139M +$8.6M +7% 84
WFG
3240
Wormser Freres Gestion
France
$139M -$37.5M -21% 44
CPW
3241
Cogent Private Wealth
Florida
$139M +$7.19M +5% 108
KWM
3242
Koa Wealth Management
California
$138M -$7.32M -5% 59
SWA
3243
Safir Wealth Advisors
New Hampshire
$138M -$4.35M -3% 20
PAM
3244
PartnerRe Asset Management
Connecticut
$138M -$1.45M -1% 2
PF
3245
Prota Financial
Texas
$138M -$842K -0.6% 72
PBRA
3246
Pine Brook Road Advisors
New York
$138M -$3.32M -2% 1
DFS
3247
Demming Financial Services
Ohio
$138M +$4.75M +4% 40
TC
3248
Trium Capital
United Kingdom
$138M +$9.05M +7% 87
CW
3249
Cooksen Wealth
Texas
$138M +$974K +0.7% 45
KF
3250
K2 Financial
California
$138M +$8.13M +6% 62