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, 3,958 funds (~45%) 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
OWM
3751
Omnitrust Wealth Management
Florida
$77.2M -$1.46M -2% 74
DCA
3752
DB&C Advisors
Michigan
$77M -$2.77M -3% 71
LRI
3753
Linden Rose Investment
Texas
$76.2M -$44.1M -37% 10
PBT
3754
Pictet Bank & Trust
Bahamas
$76.1M -$7.31M -9% 35
HSPW
3755
Harrison Street Private Wealth
Colorado
$75.5M 21
MWM
3756
Meadowbrook Wealth Management
New York
$75.5M -$12.2M -14% 78
LC
3757
Luminist Capital
Michigan
$75.3M -$5.88M -7% 308
HAS
3758
Holland Advisory Services
Florida
$74.6M +$536K +0.7% 49
HCVG
3759
H Capital V GP
Cayman Islands
$74.1M -$3.91M -5% 1
WWP
3760
Wise Wealth Partners
Arizona
$73.9M +$4.19M +6% 54
BP
3761
Baypointe Partners
Connecticut
$72.9M +$25.3M +53% 23
RL
3762
Retireful LLC
Michigan
$71M -$8.74M -11% 129
FCI
3763
Financial Counselors Inc
Kansas
$70.9M -$1.25M -2% 13
BIA
3764
Baer Investment Advisory
California
$70.4M -$1.25M -2% 26
WG
3765
WMS Group
Louisiana
$68.8M -$9.86M -13% 59
CLP
3766
Charis Legacy Partners
Texas
$68.4M +$617K +0.9% 27
MA
3767
McGrath & Associates
North Carolina
$68M -$2.47M -4% 43
BWM
3768
Blossom Wealth Management
California
$67.4M +$6.83M +11% 82
SRC
3769
Samson Rock Capital
United Kingdom
$67M +$5.74M +9% 4
MAMU
3770
Myriad Asset Management US
Florida
$66.7M +$6.97M +12% 67
MA
3771
Mosaic Advisors
Texas
$66.6M +$14.7M +28% 47
S4W
3772
Solutions 4 Wealth
Texas
$66.5M +$306K +0.5% 63
SWM
3773
Stronghold Wealth Management
Florida
$66.2M -$1.52M -2% 129
MSWM
3774
Mowery & Schoenfeld Wealth Management
Illinois
$65.5M -$3.53M -5% 501
PA
3775
ProCore Advisors
California
$65.2M -$32.3M -33% 99