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
TVM
3276
True Vision MN
Minnesota
$194M -$2.87M -1% 129
O3W
3277
Omni 360 Wealth
New Jersey
$194M -$1.48M -0.8% 131
EWM
3278
Evergreen Wealth Management
Michigan
$194M -$4.85M -2% 58
GITFIT
3279
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$194M -$11.8M -6% 146
RCF
3280
Rainwater Charitable Foundation
Texas
$194M +$24.2M +14% 4
VH
3281
VVR Holdings
Washington
$194M +$1.19M +0.6% 45
BWM
3282
BankPlus Wealth Management
Mississippi
$194M +$12.4M +7% 126
LAI
3283
Legal Advantage Investments
California
$194M -$22.5M -10% 91
BW
3284
BostonPremier Wealth
Massachusetts
$194M -$1.62M -0.8% 74
MUAMU
3285
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$193M -$11.7M -6% 110
TDWM
3286
Topel & Distasi Wealth Management
California
$193M -$11.3M -6% 61
JHA
3287
Jackson Hill Advisors
Texas
$193M -$22.2M -10% 13
BWS
3288
Broadway Wealth Solutions
Texas
$193M +$6.15M +3% 100
WWC
3289
Waypoint Wealth Counsel
Georgia
$193M -$79.2M -29% 302
ACM
3290
Ayrshire Capital Management
Connecticut
$193M -$24.6M -11% 54
BDL
3291
Banque de Luxembourg
Luxembourg
$193M -$41.6M -18% 92
DF
3292
Downshift Financial
Colorado
$193M +$31M +19% 82
PA
3293
Promethium Advisors
Maryland
$193M +$7.67M +4% 121
CA
3294
Carson Advisory
Georgia
$193M +$478K +0.2% 194
RFP
3295
RCS Financial Planning
Maryland
$193M -$39.2M -17% 111
WA
3296
Whipplewood Advisors
Colorado
$193M +$37.1M +24% 1,100
KFGG
3297
Keystone Financial Group (Georgia)
Georgia
$192M +$1.45M +0.8% 143
CFIM
3298
Client First Investment Management
Wisconsin
$192M +$1.71M +0.9% 39
WIA
3299
Westview Investment Advisors
Vermont
$192M -$17.7M -8% 83
KWM
3300
KRM Wealth Management
Nevada
$192M +$9.58M +5% 44