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, 6,137 funds (~70%) 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
AWMNH
3376
Arcadia Wealth Management (New Hampshire)
New Hampshire
$276M +$7.57M +3% 69
FA
3377
Flagstar Advisors
New York
$276M -$22.5M -8% 189
FCT
3378
Family Capital Trust
Massachusetts
$276M -$30.1M -10% 90
AWA
3379
Adapt Wealth Advisors
Georgia
$276M -$14.6M -5% 113
LFP
3380
Lakeshore Financial Planning
Michigan
$276M -$4.02M -1% 93
VIA
3381
Victrix Investment Advisors
Florida
$275M +$17.2M +7% 114
HCM
3382
Highview Capital Management
Illinois
$275M -$8.39M -3% 117
REA
3383
Renesas Electronics America
California
$275M -$18.4M -6% 1
RFA
3384
Resurgent Financial Advisors
Georgia
$274M +$75M +38% 269
MP
3385
Maestria Partners
Georgia
$274M -$67.3M -20% 18
BWM
3386
BKM Wealth Management
Wisconsin
$274M +$350K +0.1% 153
MC
3387
Mathes Company
New York
$274M -$6.66M -2% 132
SWM
3388
Shrier Wealth Management
California
$274M +$19.7M +8% 134
SN
3389
Sittner & Nelson
Oregon
$274M -$8.98M -3% 573
RCA
3390
Ranch Capital Advisors
Florida
$274M +$1.83M +0.7% 163
APW
3391
Aventura Private Wealth
Florida
$273M -$4.85M -2% 951
FF
3392
Fluent Financial
Texas
$273M +$10.9M +4% 64
BE
3393
Bonness Enterprises
District of Columbia
$273M -$16.6M -6% 39
FWP
3394
Firethorn Wealth Partners
Georgia
$273M +$5.36M +2% 204
LAM
3395
Lountzis Asset Management
Pennsylvania
$273M -$8.98M -3% 53
RMP
3396
Richards, Merrill & Peterson
Washington
$273M +$11.7M +4% 295
BCP
3397
Blackhawk Capital Partners
Wisconsin
$273M +$6.26M +2% 164
SFPG
3398
Stonebridge Financial Planning Group
Florida
$272M -$4.69M -2% 178
TWM
3399
Trinity Wealth Management
Pennsylvania
$272M +$813K +0.3% 74
AGP
3400
Autumn Glory Partners
Texas
$272M -$13.1M -5% 224