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
IFS
3301
Intelligent Financial Strategies
Minnesota
$192M -$16M -8% 72
RWM
3302
Riverchase Wealth Management
Texas
$192M +$7.81M +4% 80
VFA
3303
Values First Advisors
Tennessee
$192M -$831K -0.4% 189
CA
3304
Corrado Advisors
New Jersey
$192M -$7.61M -4% 131
VCS
3305
Vaughan & Co Securities
New Jersey
$191M -$2M -1% 58
LD
3306
Lipe & Dalton
New York
$191M -$11.4M -6% 98
TA
3307
TFB Advisors
Kansas
$191M -$167M -47% 317
BCM
3308
Birch Capital Management
Texas
$191M -$9.64M -5% 81
EWM
3309
Elevatus Welath Management
New York
$191M -$175M -48% 169
KTC
3310
Kentucky Trust Company
Kentucky
$191M +$2.23M +1% 322
SC
3311
Shearwater Capital
Colorado
$191M +$16.5M +9% 71
CCWP
3312
Cedar Cove Wealth Partners
Minnesota
$191M -$759K -0.4% 101
G
3313
GuidedMoney
Wisconsin
$190M +$3.25M +2% 31
SBLIC
3314
Security Benefit Life Insurance Company
Kansas
$190M -$51.8M -21% 19
RIAS
3315
Rachor Investment Advisory Services
Michigan
$190M +$1.82M +1% 503
WSL
3316
Western Standard LLC
California
$190M -$26.6M -12% 34
HI
3317
Harrington Investments
California
$190M -$9.04M -5% 85
GRWP
3318
Green Ridge Wealth Planning
New Jersey
$190M -$5.54M -3% 95
SWIM
3319
Smallwood Wealth Investment Management
New Jersey
$190M -$1.31M -0.7% 546
SCM
3320
Sheridan Capital Management
California
$190M -$7.49M -4% 35
FAG
3321
Financial Architects (Georgia)
Georgia
$190M +$3.66M +2% 30
LWP
3322
Laurel Wealth Planning
Minnesota
$190M +$9.1M +5% 60
PPA
3323
Pacific Point Advisors
California
$190M +$2.72M +1% 147
HFW
3324
Horizon Family Wealth
Illinois
$189M +$1.48M +0.8% 91
FF
3325
Fortitude Financial
Washington
$189M +$71.1M +60% 41