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
PWC
3701
Pathfinder Wealth Consulting
North Carolina
$154M -$4.1M -3% 177
SI
3702
Stonekeep Investments
New Mexico
$154M -$2.14M -1% 70
NL
3703
NDWM LLC
California
$154M +$3.08M +2% 38
PWA
3704
Perspective Wealth Advisors
Colorado
$154M +$13.8M +10% 58
FW
3705
Fidato Wealth
Ohio
$154M -$2.52M -2% 15
SHU
3706
SBI Holdings USA
California
$154M +$26M +20% 1
SOWAS
3707
Silver Oak Wealth Advisors Services
California
$154M -$1.09M -0.7% 39
CPCP
3708
Cedar Point Capital Partners
Iowa
$154M -$2.68M -2% 77
NWM
3709
Nova Wealth Management
Florida
$154M +$7.65M +5% 650
DAM
3710
Doheny Asset Management
California
$153M -$10.4M -6% 66
PPF
3711
Pacific Park Financial
California
$153M -$6.98M -4% 78
WG
3712
Warner Group
Connecticut
$153M -$9.1M -6% 83
BCI
3713
Blue Capital Inc
Nebraska
$153M +$12.8M +9% 122
WGS
3714
Washington Growth Strategies
District of Columbia
$153M -$1.61M -1% 60
MPIM
3715
McGinn Penninger Investment Management
Virginia
$153M -$19.2M -11% 35
APW
3716
Atlantic Private Wealth
North Carolina
$153M -$3.42M -2% 407
OCM
3717
Orser Capital Management
Texas
$153M -$24M -14% 55
BCG
3718
Bravias Capital Group
New Jersey
$153M -$12.4M -8% 117
BCM
3719
Berbice Capital Management
New York
$153M -$13.7M -8% 190
IFA
3720
Interactive Financial Advisors
Illinois
$153M -$1.89M -1% 81
BGAI
3721
Bruce G. Allen Investments
Colorado
$153M +$5M +3% 1,158
MSWA
3722
Marshall & Sterling Wealth Advisors
New York
$153M +$1.36M +0.9% 364
FWP
3723
Fiduciary Wealth Partners
Massachusetts
$153M -$91.1M -37% 97
SH
3724
SeaTown Holdings
Singapore
$153M -$19.7M -11% 22
PW
3725
PUREfi Wealth
Massachusetts
$153M +$22.1M +17% 205