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, 6,137 funds (~70%) 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
TPW
3551
TL Private Wealth
Texas
$253M -$6.43M -2% 46
SPA
3552
Shore Point Advisors
New Jersey
$253M +$16.9M +7% 79
PWA
3553
Phoenix Wealth Advisors
North Carolina
$253M -$6.81M -3% 131
5W
3554
5T Wealth
California
$253M +$2.72M +1% 138
BPCM
3555
Beach Point Capital Management
California
$253M -$45.4K -0% 17
ARC
3556
Advisor Resource Council
Texas
$253M -$27.7M -10% 251
DIM
3557
DLK Investment Management
California
$253M -$15.8M -6% 103
N
3558
Naspers
South Africa
$253M -$210M -45% 3
SRWM
3559
Shira Ridge Wealth Management
California
$253M +$3.78M +2% 85
FP
3560
FFG Partners
Florida
$253M -$92.3M -27% 49
SCM
3561
Stonehearth Capital Management
Massachusetts
$252M -$17.8M -7% 103
LWM
3562
Lodestone Wealth Management
Washington
$252M +$6.77M +3% 826
MFP
3563
Meramec Financial Planners
Missouri
$252M -$4.45M -2% 554
SLA
3564
Silver Lake Advisory
Utah
$252M -$5.81M -2% 108
IWP
3565
Invenio Wealth Partners
Florida
$252M -$17.3M -6% 100
CLA
3566
Carnegie Lake Advisors
New Jersey
$252M -$10.8M -4% 175
SHA
3567
Seneca House Advisors
Virginia
$252M -$15.6M -6% 108
WIA
3568
Wetzel Investment Advisors
Indiana
$252M +$4.58M +2% 136
DWM
3569
Ducere Wealth Management
California
$251M -$2.6M -1% 142
HAFS
3570
Hapanowicz & Associates Financial Services
Pennsylvania
$251M -$3.77M -1% 35
WCM
3571
Weik Capital Management
Pennsylvania
$251M -$15.6M -6% 94
VWM
3572
Vermillion Wealth Management
Minnesota
$251M +$7.22M +3% 1,580
WSIB
3573
Washington State Investment Board
Washington
$251M -$58.7M -19% 2
BAM
3574
Bayshore Asset Management
Florida
$251M +$6.22M +3% 41
HSWM
3575
Hubbell Strickland Wealth Management
Louisiana
$251M +$2.36M +0.9% 85