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
BCM
3476
Barden Capital Management
Texas
$117M -$4.86M -4% 62
AMG
3477
APS Management Group
California
$117M +$29.9K +0% 80
DFC
3478
DB Fitzpatrick & Co
Idaho
$117M +$4.3M +4% 113
UIA
3479
Ulland Investment Advisors
Minnesota
$117M -$8.33M -7% 224
ECM
3480
Ethos Capital Management
Pennsylvania
$117M +$10.4M +10% 57
SI
3481
Severin Investments
Missouri
$116M +$3.35M +3% 204
RCA
3482
Runnymede Capital Advisors
Ohio
$116M -$57.2M -33% 133
JBW
3483
Journey Beyond Wealth
Georgia
$116M -$9.29M -7% 31
IMC
3484
Investment Management Corporation
Virginia
$116M -$2.83M -2% 56
FC
3485
Fundamenta Capital
$116M -$29.5M -20% 17
SWM
3486
Sherman Wealth Management
Maryland
$116M +$1.28M +1% 83
WFP
3487
Worthington Financial Partners
Ohio
$116M +$3.44M +3% 108
FIT
3488
Financially in Tune
Massachusetts
$116M +$9.16M +9% 78
WHCFA
3489
William Howard & Co Financial Advisors
Tennessee
$116M -$2.85M -2% 57
JRFS
3490
James Reed Financial Services
Ohio
$116M -$9.26M -7% 17
RLH
3491
RD Lewis Holdings
Florida
$115M -$1.64M -1% 91
NFS
3492
NewCorp Financial Services
Georgia
$115M +$2.45M +2% 54
LA
3493
LWM Advisors
California
$115M +$1.58M +1% 31
CFG
3494
Cassilly Financial Group
Maryland
$115M +$2.11M +2% 65
HOWA
3495
Hudson Oak Wealth Advisory
New Jersey
$115M +$1.74M +2% 55
BPW
3496
BLVD Private Wealth
Kentucky
$115M +$184K +0.2% 77
B
3497
Bayban
Minnesota
$115M +$1.89M +2% 736
GWM
3498
GK Wealth Management
Nevada
$115M -$21.7M -16% 231
DWM
3499
DWR Wealth Management
California
$115M +$7.18M +7% 53
ACM
3500
Ativo Capital Management
Illinois
$115M +$902K +0.8% 58