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
CRA
3351
Clear Retirement Advice
California
$127M -$1.19M -0.9% 54
AFC
3352
Ares Financial Consulting
California
$127M +$22.3M +21% 1,093
AWMI
3353
Aegis Wealth Management (Iowa)
Iowa
$127M -$73.8K -0.1% 117
MPCA
3354
Madison Park Capital Advisors
Washington
$127M +$4M +3% 66
PIM
3355
Peregrine Investment Management
Ontario, Canada
$127M -$33.8M -21% 26
MF
3356
Midwestern Financial
Iowa
$127M +$6.25M +5% 54
SAP
3357
Strategic Advisory Partners
North Carolina
$127M +$6.58M +5% 99
PA
3358
Persium Advisors
Georgia
$127M -$9.96M -7% 65
TBF
3359
True Blue Financial
Michigan
$127M +$5.72M +5% 54
HA
3360
Hegarty Advisors
New York
$127M +$11.6M +10% 62
VGDSS
3361
VUB Generali dochodkova spravcovska spolocnost
$127M -$3.88M -3% 101
PAG
3362
Poinciana Advisors Group
Florida
$127M -$85.6K -0.1% 157
GIM
3363
Guardian Investment Management
California
$127M -$1.62M -1% 60
SGH
3364
Sivik Global Healthcare
Connecticut
$127M -$78.2M -38% 55
LGG
3365
Luts & Greenleigh Group
Maryland
$126M +$8.56M +7% 94
MCFP
3366
Mallini Complete Financial Planning
Florida
$126M +$1.85M +1% 65
GWM
3367
Gilpin Wealth Management
Colorado
$126M +$90.4K +0.1% 1,087
STCOSD
3368
Sageworth Trust Company of South Dakota
South Dakota
$126M +$3.83M +3% 56
BWA
3369
Blodgett Wealth Advisors
California
$126M -$17.1M -12% 65
TWPM
3370
Total Wealth Planning & Management
Florida
$126M +$147K +0.1% 211
BAM
3371
Brandywine Asset Management
Pennsylvania
$126M -$16.3M -11% 15
VF
3372
Vista Finance
Missouri
$126M -$24.4M -16% 61
BFS
3373
Burr Financial Services
California
$126M -$7.83M -6% 31
NL
3374
NorthAvenue LLC
Ohio
$126M +$5.01M +4% 378
NFC
3375
Northstar Financial Companies
Pennsylvania
$126M +$181K +0.1% 123