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
FH
3526
Financial Harvest
Florida
$170M +$7.82M +5% 63
RWFS
3527
Rayburn West Financial Services
Tennessee
$170M +$8.91M +6% 83
FPH
3528
Financial Planning Hawaii
Hawaii
$170M -$3.98M -2% 130
AFS
3529
AFG Fiduciary Services
Massachusetts
$169M +$2.47M +1% 97
LOIP
3530
Live Oak Investment Partners
Texas
$169M +$6.67M +4% 98
ULWM
3531
Upper Left Wealth Management
Florida
$169M +$5.32M +3% 70
NWM
3532
Navigoe Wealth Management
California
$169M +$7.3M +5% 277
SHFA
3533
Sherrill & Hutchins Financial Advisory
Georgia
$169M +$28.3M +20% 18
EWA
3534
Emergent Wealth Advisors
New York
$169M -$8.6M -5% 151
UFPG
3535
United Financial Planning Group
New York
$169M +$4.34M +3% 660
TCM
3536
Thoma Capital Management
Maryland
$169M -$4.48M -3% 62
DF
3537
Daviman Financial
Indiana
$169M -$1.32M -0.8% 95
GFL
3538
Granite FO LLC
New Hampshire
$169M -$18.4M -10% 175
MHIP
3539
Mountain Hill Investment Partners
New Jersey
$169M +$29.4M +21% 250
MG
3540
McHugh Group
Ohio
$169M -$6.81M -4% 86
CIA
3541
Cascade Investment Advisors
Oregon
$169M -$1.13M -0.7% 121
TC
3542
Tacita Capital
Ontario, Canada
$169M -$3.71M -2% 256
MFA
3543
McClarren Financial Advisors
Pennsylvania
$169M +$1.3M +0.8% 82
WSFG
3544
Wall Street Financial Group
Illinois
$169M +$31.6M +23% 667
IRM
3545
Income Research & Management
Massachusetts
$169M -$21.8M -11% 32
CRCM
3546
Crystal Rock Capital Management
Illinois
$168M -$20.8M -11% 34
CW
3547
Code Waechter
Florida
$168M +$12.6M +8% 122
PFA
3548
Presper Financial Architects
Ohio
$168M -$8.59M -5% 60
MAG
3549
Meadowbrook Advisors Group
New Jersey
$168M -$10.1M -6% 141
TT
3550
TI-Trust
Illinois
$168M +$6.26M +4% 133