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
VCWA
3576
Vanguard Capital Wealth Advisors
Colorado
$108M -$17M -14% 144
LSL
3577
Legacy Solutions LLC
Pennsylvania
$108M -$5.9M -5% 84
SFAM
3578
Sawyer Falduto Asset Management
Illinois
$108M -$1.56M -1% 271
HA
3579
Heffernan Advisory
Arizona
$108M +$3.34M +3% 28
LC
3580
Lawood & Co
Pennsylvania
$108M +$2.2M +2% 95
HCG
3581
Haven Capital Group
California
$108M +$1.14M +1% 38
VWM
3582
Verus Wealth Management
Wisconsin
$108M +$402K +0.4% 50
2WWM
3583
21 West Wealth Management
California
$108M -$1.76M -2% 65
B
3584
Bedminster
South Carolina
$107M -$1.37M -1% 57
WG
3585
Wealth Group
North Carolina
$107M +$4.6M +4% 93
BGBI
3586
BRC-Global BAH Investments
$107M +$22.5M +27% 1
AFP
3587
Arnold Financial Planning
Iowa
$107M +$10M +10% 27
ACL
3588
APEIRON Capital Ltd
Hong Kong
$107M +$20.4M +24% 14
LLI
3589
LTS Liquid Investments
$107M +$1.62M +2% 9
PCM
3590
Perkins Capital Management
Minnesota
$107M -$19.2M -15% 95
RSEWM
3591
River's Edge Wealth Management
Pennsylvania
$107M +$4.09M +4% 46
MFG
3592
Mann Financial Group
Minnesota
$106M +$2.83M +3% 31
PWA
3593
Portus Wealth Advisors
North Carolina
$106M +$223K +0.2% 568
WCM
3594
Wildcat Capital Management
New York
$106M -$30.3M -22% 3
RMF
3595
Red Mountain Financial
Colorado
$106M +$4.28M +4% 80
MCRM
3596
Midway Capital Research & Management
Illinois
$106M +$3.45M +3% 117
MTI
3597
Merrithew & Thorsten Inc
California
$106M +$11.5M +12% 123
CCMG
3598
Connecticut Capital Management Group
Connecticut
$106M +$1.39M +1% 119
DCU
3599
Dara Capital US
Florida
$105M -$7.51M -7% 119
AA
3600
Auctus Advisors
North Carolina
$105M -$3.09M -3% 29