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
QFW
3676
QTR Family Wealth
Florida
$240M +$13M +6% 324
DAS
3677
DMKC Advisory Services
Iowa
$240M +$12.2M +5% 86
BRG
3678
Bay Rivers Group
Virginia
$240M -$7.21M -3% 111
GBL
3679
Groupe Bruxelles Lambert
Belgium
$240M -$125M -34% 1
MFG
3680
Mainsail Financial Group
Washington
$240M -$369K -0.2% 64
PFWA
3681
Paces Ferry Wealth Advisors
Georgia
$240M -$6.31M -3% 136
TI
3682
TTP Investments
California
$240M -$66.2M -22% 51
WFA
3683
WMG Financial Advisors
Tennessee
$240M -$3.03M -1% 118
SP
3684
SmartHarvest Portfolios
Washington
$240M -$48M -17% 435
CWM
3685
Cadence Wealth Management
Massachusetts
$240M +$32.6M +16% 59
MLA
3686
MB, Levis & Associates
Pennsylvania
$240M +$2.13M +0.9% 256
SIM
3687
Strategic Investment Management
Virginia
$239M +$42.2M +21% 15
HWA
3688
Heritage Wealth Architects
Minnesota
$239M +$25.4M +12% 80
NEPPG
3689
New England Professional Planning Group
Rhode Island
$239M +$652K +0.3% 50
HC
3690
HF Capital
Tennessee
$239M +$71.5M +43% 5
GCM
3691
Gunderson Capital Management
South Carolina
$239M +$17.3M +8% 65
MMM
3692
Mendel Money Management
Illinois
$239M +$79.3K +0% 147
M
3693
MYeCFO
California
$239M +$3.41M +1% 69
FWP
3694
Forefront Wealth Partners
Texas
$239M +$27.7M +13% 171
JCFM
3695
JBR Co Financial Management
Oklahoma
$239M $0 0% 120
P
3696
Pfizer
New York
$239M +$2.31M +1% 19
DCC
3697
Dow Chemical Company
Michigan
$239M +$33.7M +16% 5
OCERS
3698
Orange County Employees Retirement System
California
$239M +$46.8M +24% 3
CWMGP
3699
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$239M +$164K +0.1% 101
MFC
3700
Mechanics Financial Corp
Ohio
$239M -$32.2M -12% 241