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
ICVCFVA
3376
IDG China Venture Capital Fund V Associates
Hong Kong
$126M -$12.6M -9% 1
AC
3377
Agman Capital
Nebraska
$126M +$8.03M +7% 20
RWM
3378
Redstone Wealth Management
Oklahoma
$125M -$1.07M -0.8% 43
GBFP
3379
Golden Bell Financial Planning
Georgia
$125M +$5.32M +4% 37
MW
3380
Mueller Wealth
Wisconsin
$125M +$4.57M +4% 17
AF
3381
ASL Financial
California
$125M -$2.12M -2% 96
FB
3382
Finward Bancorp
Indiana
$125M -$3.69M -3% 107
FA
3383
Freestate Advisors
Kansas
$125M +$2.01M +2% 44
SWM
3384
Sentinel Wealth Management
Virginia
$125M +$4.42M +4% 39
BFG
3385
Broussard Financial Group
Louisiana
$125M +$1.65M +1% 36
ACM
3386
Appalachian Capital Management
Ohio
$125M +$99.6K +0.1% 47
SWM
3387
Sandro Wealth Management
New Jersey
$125M +$4.09M +3% 102
LW
3388
Lauer Wealth
Indiana
$125M -$6.88M -5% 65
RWJF
3389
Robert Wood Johnson Foundation
New Jersey
$125M +$937K +0.8% 2
SWA
3390
Strategic Wealth Advisors
Arizona
$125M +$7.75M +7% 273
MSK
3391
Melissa S. Kampmann
$125M -$10.6M -8% 43
CNTOF
3392
Canandaigua National Trust of Florida
New York
$125M -$35.3M -22% 139
SJGA
3393
Stephen J. Garry & Associates
New York
$124M -$1.74M -1% 54
CPWL
3394
Coquina Private Wealth LLC
Florida
$124M -$436K -0.3% 100
ODE
3395
O'Domhnaill Enterprises
Wyoming
$124M +$17.3M +16% 76
NFP
3396
NorthLanding Financial Partners
New York
$124M -$503K -0.4% 41
CRW
3397
Clarity Retirement & Wealth
Massachusetts
$124M +$10.4M +9% 38
WFA
3398
WJ Financial Advisors
Connecticut
$124M +$11.5M +10% 129
VWM
3399
Vigil Wealth Management
Florida
$124M +$3.46M +3% 80
FLFS
3400
Family Legacy Financial Solutions
North Carolina
$124M -$6M -5% 54