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
DFG
3251
DiPaolo Financial Group
Florida
$137M +$43.5M +46% 45
4PL
3252
46 Peaks LLC
Pennsylvania
$137M +$983K +0.7% 24
LBC
3253
Lane Brothers & Co
Arizona
$137M -$969K -0.7% 83
NFA
3254
Northern Financial Advisors
Michigan
$137M +$49.7M +57% 106
PIA
3255
Polaris Investment Advisors
Massachusetts
$137M -$1.21M -0.9% 77
RWP
3256
Ridgeline Wealth Planning
Ohio
$137M -$3.21M -2% 52
SWM
3257
Schwallier Wealth Management
Michigan
$137M -$19.6M -13% 64
EWM
3258
Evolution Wealth Management
Florida
$137M +$15.9M +13% 870
SSCA
3259
South Shore Capital Advisors
Massachusetts
$137M -$91.4K -0.1% 170
UA
3260
URS Advisory
Florida
$137M +$16.4M +14% 53
MAFA
3261
MJT & Associates Financial Advisory
Minnesota
$136M +$2.23M +2% 470
LFS
3262
Leibman Financial Services
Nebraska
$136M -$2.36M -2% 54
CTA
3263
Camelot Technology Advisors
California
$136M +$3.27M +2% 60
FCM
3264
Flagship Capital Management
Pennsylvania
$136M -$5.33M -4% 48
PHIC
3265
Pine Haven Investment Counsel
Massachusetts
$136M -$4.52M -3% 119
AIM
3266
Aurora Investment Managers
Florida
$136M -$40.5M -23% 49
GA
3267
Gagnon Advisors
New York
$136M -$21.6M -14% 25
MWA
3268
Muirfield Wealth Advisors
North Carolina
$136M -$379K -0.3% 84
AWA
3269
AGH Wealth Advisors
Kansas
$136M +$2.78M +2% 130
WA
3270
WPG Advisers
Maryland
$136M +$986K +0.7% 1,541
FCT
3271
First Community Trust
Iowa
$136M +$1.51M +1% 388
DCM
3272
Dorato Capital Management
Colorado
$135M +$2.19M +2% 261
LF
3273
LifePlan Financial
Minnesota
$135M +$4.92M +4% 88
AZ
3274
Aquamarine Zurich
Switzerland
$135M -$12.2M -8% 7
GPWA
3275
Gaddis Premier Wealth Advisors
Oklahoma
$135M +$3.52M +3% 96