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
JF
3651
Jericho Financial
Ohio
$159M -$7.46M -4% 40
AWP
3652
Astra Wealth Partners
New Jersey
$159M -$5.06M -3% 105
RWM
3653
Refined Wealth Management
Utah
$158M +$9.86M +7% 57
MCA
3654
Martin Capital Advisors
Texas
$158M -$12.2M -7% 74
CIA
3655
Christian Investment Advisors
Texas
$158M +$34.9M +28% 12
VAG
3656
Vannoy Advisory Group
Texas
$158M +$173K +0.1% 29
LF
3657
LifeSteps Financial
California
$158M +$1.65M +1% 98
RA
3658
RiverTree Advisors
Florida
$158M +$1.04M +0.7% 66
DWA
3659
Dougherty Wealth Advisers
Minnesota
$158M -$19.3M -11% 126
FI
3660
FWG Investments
Kentucky
$157M +$397K +0.3% 125
PWA
3661
Providence Wealth Advisors
Illinois
$157M -$2.74M -2% 89
LW
3662
Livet Wealth
Utah
$157M -$5.04M -3% 129
HEM
3663
Henson-Edgewater Management
Ohio
$157M -$12M -7% 67
SR
3664
Syntax Research
Florida
$157M -$4.99M -3% 180
BRWM
3665
Blue Rock Wealth Management
North Carolina
$157M -$3.84M -2% 113
SF
3666
Seros Financial
Arizona
$157M -$13.4M -8% 67
CFG
3667
Certior Financial Group
Pennsylvania
$157M +$10.3M +7% 143
CAP
3668
Columbia Advisory Partners
Washington
$157M +$9.88M +7% 107
FNBOH
3669
First National Bank of Hutchinson
Kansas
$157M -$14.1M -8% 99
DIS
3670
Diversified Investment Strategies
Louisiana
$157M +$4M +3% 56
CC
3671
Cultivar Capital
Texas
$156M +$266K +0.2% 50
LAM
3672
Lakewood Asset Management
Illinois
$156M -$13.8M -8% 112
CMP
3673
Christine Messmer PC
Pennsylvania
$156M +$3.07M +2% 84
CPA
3674
Compass Planning Associates
Massachusetts
$156M +$12M +8% 31
PMSA
3675
Patrick M. Sweeney & Associates
Illinois
$156M -$3.89M -2% 166