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
TGIA
3701
Torrey Growth & Income Advisors
California
$239M -$48.9M -17% 117
GCA
3702
Genesee Capital Advisors
New York
$239M -$9.84M -4% 140
WAN
3703
Wealth Advisors Northwest
Oregon
$238M +$12.9M +6% 58
VAM
3704
Verity Asset Management
North Carolina
$238M +$5.44M +2% 264
MAWCM
3705
Mine & Arao Wealth Creation & Management
California
$238M -$17.2M -7% 76
SI
3706
SimpliFi Inc
California
$238M +$1.79M +0.8% 43
RTL
3707
Red Tortoise LLC
Georgia
$238M +$5.18M +2% 619
GPC
3708
Gallatin Point Capital
Connecticut
$238M -$55.1M -19% 2
I
3709
InvesTrust
Oklahoma
$238M -$20.6M -8% 94
KFP
3710
Keener Financial Planning
Texas
$238M +$6.52M +3% 60
GGI
3711
GPM Growth Investors
Michigan
$238M -$18.8M -7% 45
AIM
3712
Archer Investment Management
Texas
$238M +$51.8M +28% 143
SJIM
3713
St. Johns Investment Management
Florida
$238M -$2.1M -0.9% 196
CB
3714
CNB Bank
Pennsylvania
$238M -$6.68M -3% 533
VAF
3715
Values Added Financial
District of Columbia
$238M +$789K +0.3% 144
HWM
3716
Howard Wealth Management
Connecticut
$238M +$8.57M +4% 146
MFA
3717
Millington Financial Advisors
Illinois
$237M +$11.7M +5% 124
EA
3718
Evolution Advisers
Virginia
$237M +$6.32M +3% 176
TS
3719
TradeWell Securities
Indiana
$237M -$19.7M -8% 53
OPOWM
3720
One Plus One Wealth Management
Florida
$237M +$20.3M +9% 107
AG
3721
ASO Group
$237M -$18.8M -7% 57
ICMM
3722
Integrated Capital Management (Michigan)
Michigan
$237M +$4.55M +2% 64
PPA
3723
Pilgrim Partners Asia
Singapore
$237M +$29.3M +14% 153
BCA
3724
Bayshore Capital Advisors
Florida
$237M +$36.7M +18% 44
GFP
3725
Guardian Financial Partners
California
$237M -$230K -0.1% 70