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
SP
3401
Successful Portfolios
Florida
$181M -$14.8M -8% 200
WPEP
3402
Walnut Private Equity Partners
Nebraska
$181M +$9.42M +5% 14
CFSG
3403
Clark Financial Services Group
Missouri
$181M -$6.72M -4% 127
WWM
3404
Wolff Wiese Magana
California
$181M -$1.39M -0.8% 1,030
RWP
3405
Ridgecrest Wealth Partners
California
$181M -$3.21M -2% 110
TCOK
3406
Trust Company of Kansas
Kansas
$181M -$36.1M -17% 57
TWP
3407
Tower Wealth Partners
Pennsylvania
$181M -$967K -0.5% 99
KPPF
3408
Klein Pavlis & Peasley Financial
California
$181M +$11.2M +7% 99
AA
3409
AF Advisors
California
$181M -$82.3M -31% 31
MGW
3410
MB Generational Wealth
Washington
$181M -$8.07M -4% 68
BRPW
3411
Ballast Rock Private Wealth
South Carolina
$181M +$20.8M +13% 189
FFA
3412
Frazier Financial Advisors
Ohio
$181M +$11.7M +7% 886
AIC
3413
Aurora Investment Counsel
Georgia
$180M -$9.92M -5% 124
AW
3414
Alchemi Wealth
Connecticut
$180M -$2.71M -1% 161
MGWA
3415
Monument Group Wealth Advisors
Massachusetts
$180M -$3.25M -2% 54
CCG
3416
Coastwise Capital Group
California
$180M -$20.1M -10% 236
AG
3417
Amiral Gestion
France
$180M -$92M -34% 28
TCTWM
3418
Three Cord True Wealth Management
Pennsylvania
$180M +$8.03M +5% 42
LIM
3419
Lancaster Investment Management
United Kingdom
$180M -$15.2M -8% 10
FCMA
3420
Foresight Capital Management Advisors
Michigan
$180M -$4.97M -3% 113
RVM
3421
Robinson Value Management
Texas
$180M -$5.3M -3% 79
FD
3422
Financial Designs
California
$180M +$3.08M +2% 41
MA
3423
McBroom & Associates
Nevada
$180M -$26.2M -13% 38
CWI
3424
Conscious Wealth Investments
Florida
$180M +$12.9M +8% 69
MBAM
3425
Mink Brook Asset Management
Florida
$179M +$21M +13% 58