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
BF
3251
Brucke Financial
Indiana
$197M +$14.2M +8% 204
RC
3252
RLH Capital
New York
$197M 108
LFASL
3253
Lugano Financial Advisors SA (LFA)
Switzerland
$197M +$2.91M +2% 239
DWG
3254
Darden Wealth Group
Michigan
$196M -$9.88M -5% 168
FFA
3255
Fortune Financial Advisors
Kansas
$196M +$47.9M +32% 152
SF
3256
SWP Financial
California
$196M -$3.18M -2% 78
LWA
3257
Legacy Wealth Advisors
Florida
$196M +$44.5M +29% 118
PAM
3258
Peninsula Asset Management
Florida
$196M +$971K +0.5% 54
ACM
3259
AUA Capital Management
Pennsylvania
$196M -$3.68M -2% 83
MHFA
3260
Mission Hills Financial Advisory
California
$195M +$5.95M +3% 58
RAM
3261
Revere Asset Management
Texas
$195M -$88.9M -31% 46
YWM
3262
Yardley Wealth Management
Pennsylvania
$195M +$7.02M +4% 36
HAS
3263
Horizon Advisory Services
New York
$195M -$2.49M -1% 51
CP
3264
Castleview Partners
Texas
$195M -$6.73M -3% 225
WAL
3265
W Advisors LLC
Tennessee
$195M -$3.75M -2% 149
NWMP
3266
Noble Wealth Management PBC
Colorado
$195M -$4.01M -2% 648
TVWM
3267
Tower View Wealth Management
Wisconsin
$195M -$7.45M -4% 208
SFS
3268
Symphony Financial Services
Ohio
$195M -$271K -0.1% 107
WC
3269
Wynn Capital
Georgia
$195M -$11.2M -5% 109
NLWP
3270
Next Level Wealth Planning
Idaho
$195M +$6.79M +4% 73
CFG
3271
Clayton Financial Group
Missouri
$195M -$1.45M -0.7% 641
CCP
3272
Cassia Capital Partners
North Carolina
$194M +$9.64M +5% 67
PI
3273
Pettee Investors
Connecticut
$194M +$15.9M +9% 119
OCA
3274
OEP Capital Advisors
New York
$194M +$56.5M +41% 1
IA
3275
IFS Advisors
Kansas
$194M +$1.57M +0.8% 220