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
IWA
3676
Invera Wealth Advisors
Oregon
$156M -$2.45M -2% 102
CFG
3677
Cornerstone Financial Group
Nebraska
$156M +$12.5M +9% 73
AIS
3678
Accredited Investor Services
Minnesota
$156M +$4.82M +3% 83
WCM
3679
Winebrenner Capital Management
Kentucky
$156M +$5.66M +4% 146
ACA
3680
Adirondack Capital Advisors
New York
$156M +$6.99M +5% 45
HCWM
3681
Hidden Cove Wealth Management
Washington
$156M +$1.15M +0.7% 127
SCS
3682
Southern Capital Services
Alabama
$156M -$3.08M -2% 29
GSWA
3683
Good Steward Wealth Advisors
Tennessee
$156M +$4M +3% 73
BCM
3684
BML Capital Management
Indiana
$155M +$42.5M +38% 19
DWM
3685
DeLarme Wealth Management
California
$155M +$14.4M +10% 67
CC
3686
Capstone Capital
Nevada
$155M +$1.35M +0.9% 22
RPGNY
3687
Retirement Planning Group (New York)
New York
$155M +$8.59M +6% 95
FFWM
3688
Future Financial Wealth Management
Ohio
$155M +$6.53M +4% 133
LFA
3689
Legend Financial Advisors
Pennsylvania
$155M -$10M -6% 41
OL
3690
OneFund LLC
Florida
$155M -$12.7M -8% 519
EL
3691
ES4 LLC
California
$155M +$9.78M +7% 35
TL
3692
TowerView LLC
New York
$155M +$17M +12% 15
AF
3693
AtlasMark Financial
Texas
$155M $0 0% 47
ALAM
3694
Asahi Life Asset Management
Japan
$155M -$24.6M -14% 200
EWP
3695
Equity Wealth Partners
Missouri
$155M +$503K +0.3% 79
ECA
3696
Elevate Capital Advisors
Colorado
$155M +$3.42M +2% 88
DWM
3697
DecisionMap Wealth Management
Virginia
$155M -$7.67M -5% 142
MCWA
3698
Meadow Creek Wealth Advisors
Georgia
$155M -$1.87M -1% 147
ADMI
3699
Albert D. Mason Inc
Massachusetts
$154M +$2.53M +2% 146
AIFAIM
3700
American Institute for Advanced Investment Management
Arizona
$154M -$1.23M -0.8% 158