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, 6,136 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
5SA
3776
5th Street Advisors
Connecticut
$231M +$16.5M +8% 55
RF
3777
rebel Financial
Ohio
$231M -$3.44M -1% 69
PWA
3778
Prairie Wealth Advisors
Nebraska
$230M -$5.14M -2% 158
ERFOTCOFW
3779
Employees Retirement Fund of the City of Fort Worth
Texas
$230M +$6.97M +3% 21
IWA
3780
IVC Wealth Advisors
Pennsylvania
$230M +$392K +0.2% 188
WF
3781
Wayfinding Financial
Washington
$230M -$5.91M -2% 168
DWM
3782
Dogwood Wealth Management
Kansas
$230M +$3.06M +1% 935
PBC
3783
Pavion Blue Capital
California
$230M -$10.6M -4% 115
FOR
3784
Family Office Research
Maryland
$230M -$14.5M -6% 85
CCIA
3785
Cherry Creek Investment Advisors
Colorado
$230M -$3.71M -2% 131
TRIA
3786
Trail Ridge Investment Advisors
Colorado
$230M -$2.47M -1% 106
I2I
3787
Insight 2811 Inc
Illinois
$230M +$3.56M +2% 103
AFO
3788
Aurelius Family Office
New Hampshire
$230M -$2.59M -1% 48
HP
3789
Haven Private
Florida
$230M +$1.09M +0.5% 178
CIS
3790
Custom Index Systems
New York
$230M +$3.14M +1% 292
HPC
3791
Highland Peak Capital
Connecticut
$230M -$29.8M -12% 19
BPFA
3792
Barnes Pettey Financial Advisors
Mississippi
$229M +$27.2M +13% 163
CCM
3793
Cloud Capital Management
Washington
$229M +$17.7M +8% 118
NWP
3794
NerdWallet Wealth Partners
New York
$229M +$6.11M +3% 73
HI
3795
Harper Investing
California
$229M -$3.18M -1% 77
GHA
3796
Granite Harbor Advisors
Texas
$229M -$7.67M -3% 135
TPCM
3797
Two Point Capital Management
New York
$229M -$17.8M -7% 28
MI
3798
Moneywise Inc
Virginia
$229M -$11.4M -5% 92
AF
3799
Abound Financial
California
$229M -$29.5M -11% 291
WFAG
3800
Worth Financial Advisory Group
North Carolina
$229M +$22.4M +11% 202