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
CAG
3301
Centerpoint Advisory Group
Kansas
$133M +$3.01M +2% 114
WT
3302
WHI Trust
Illinois
$133M +$2.98M +2% 95
MWM
3303
Madrid Wealth Management
New Mexico
$133M +$9.31M +8% 75
GTWM
3304
Global Trust Wealth Management
Florida
$132M -$2.7M -2% 86
BF
3305
bLong Financial
Tennessee
$132M -$11M -8% 81
MFG
3306
Macco Financial Group
Wisconsin
$132M +$15.7M +14% 27
PM
3307
Penbrook Management
New York
$132M -$12.9M -9% 105
BAWC
3308
Boyce & Associates Wealth Consulting
Texas
$132M +$12.7M +11% 83
AWM
3309
Alterna Wealth Management
Texas
$132M +$12.1M +10% 115
SA
3310
Sincerus Advisory
New York
$132M +$7.55M +6% 79
TCPW
3311
Twin City Private Wealth
North Carolina
$132M -$367K -0.3% 102
AFP
3312
ATX Financial Planning
Texas
$132M +$1.95M +2% 100
GCM
3313
Graver Capital Management
Ohio
$132M +$5.07M +4% 25
PAG
3314
Paladin Advisory Group
Iowa
$131M -$5.46M -4% 247
DWA
3315
Delta Wealth Advisors
Indiana
$131M +$12M +10% 49
VFP
3316
Vested Financial Planning
California
$131M +$1.39M +1% 30
SG
3317
Stanich Group
New York
$131M -$1.43M -1% 50
PWM
3318
Partnership Wealth Management
Maryland
$131M -$7.8M -6% 69
JPT
3319
Jordan Park Trust
New Hampshire
$131M -$15M -10% 16
LPP
3320
Life Planning Partners
Florida
$131M +$458K +0.4% 69
CSF
3321
Capital Squared Financial
Maryland
$131M +$2.75M +2% 88
NC
3322
Nightview Capital
Texas
$131M -$14.6M -10% 20
FLP
3323
Financial Life Planners
Arizona
$130M -$8.86M -6% 368
NMCM
3324
Nicholson Meyer Capital Management
Missouri
$130M -$1.8M -1% 46
OIM
3325
Oder Investment Management
California
$130M -$7.89M -6% 104