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
FRA
3501
FFG Retirement Advisors
Colorado
$172M +$10.5M +7% 46
MWM
3502
Magnolia Wealth Management
Alabama
$172M +$4.27M +3% 212
SG
3503
Stephens Group
Arkansas
$172M -$13.9M -8% 4
SFA
3504
Salus Financial Advisors
Colorado
$171M +$4.64M +3% 36
HCP
3505
Hiddenite Capital Partners
New York
$171M -$22.4M -12% 45
OPF
3506
Old Peak Finance
North Carolina
$171M +$9.22M +6% 90
BFG
3507
Birch Financial Group
New Hampshire
$171M -$4.19M -2% 144
NWMG
3508
Nicholson Wealth Management Group
South Carolina
$171M +$768K +0.5% 117
IJWM
3509
Inman Jager Wealth Management
Mississippi
$171M +$7.81M +5% 84
PFA
3510
Pillar Financial Advisors
Kentucky
$171M +$5.31M +3% 113
LCWM
3511
Legacy Capital Wealth Management
Texas
$171M +$5.98M +4% 71
CGA
3512
Channing Global Advisors
Florida
$171M +$14.6M +9% 54
EWA
3513
EQ Wealth Advisors
Texas
$171M +$1.66M +1% 259
TIA
3514
Trust Investment Advisors
Indiana
$171M -$16.9M -9% 96
EIM
3515
Ervin Investment Management
Washington
$171M -$7.73M -4% 48
DWM
3516
Defined Wealth Management
Oregon
$171M -$2.74M -2% 112
TWM
3517
TLW Wealth Management
Florida
$171M -$2.65M -2% 19
BAM
3518
Byrne Asset Management
New Jersey
$171M -$10.5M -6% 626
LFWA
3519
LBJ Family Wealth Advisors
Texas
$171M -$11.2M -6% 29
RC
3520
Rareview Capital
Nevada
$171M +$16.4M +11% 60
AWA
3521
Argo Wealth Advisory
Virginia
$170M +$3.22M +2% 52
SRB
3522
Shotwell Rutter Baer
Michigan
$170M +$3.65M +2% 39
HF
3523
Holcombe Financial
Georgia
$170M +$10.9M +7% 52
CF
3524
Cyr Financial
Illinois
$170M +$9.55M +6% 61
ECM
3525
English Capital Management
Michigan
$170M +$9.73M +6% 37