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
NPAN
3776
Northeast Planning Associates NH
New Hampshire
$149M +$7.37M +5% 58
DAC
3777
Dutch Asset Corp
New York
$149M +$19M +15% 102
CWA
3778
CogentBlue Wealth Advisors
Tennessee
$149M +$2M +1% 87
KFSN
3779
Keystone Financial Services (Nebraska)
Nebraska
$149M +$1.84M +1% 58
FFS
3780
Flavin Financial Services
Florida
$149M +$2.73M +2% 72
MWM
3781
McAlvany Wealth Management
Colorado
$148M +$17.7M +14% 44
PWM
3782
Pinnacle Wealth Management
California
$148M -$18.4K -0% 42
HFS
3783
Hopwood Financial Services
Virginia
$148M +$6.38M +4% 92
BWMG
3784
Bannerman Wealth Management Group
Texas
$148M +$7.35M +5% 34
CSI
3785
Clark & Stuart Inc
Maine
$148M +$3.29M +2% 53
BTC
3786
Bank & Trust Company
Illinois
$148M +$6.78M +5% 304
GCA
3787
Gallagher Capital Advisors
Texas
$148M -$6.37M -4% 76
BAWM
3788
Bennett Associates Wealth Management
Pennsylvania
$148M +$4.09M +3% 66
MCM
3789
Magnolia Capital Management
New York
$148M +$13.9M +10% 76
JWM
3790
JDH Wealth Management
California
$148M +$2.45M +2% 54
CWP
3791
Corepath Wealth Partners
Arizona
$148M -$848K -0.6% 42
LC
3792
Lakehouse Capital
Australia
$148M +$9.58M +7% 14
AWA
3793
Authentikos Wealth Advisory
California
$148M -$3.04M -2% 76
JWM
3794
Jacksonville Wealth Management
Florida
$148M +$6.83M +5% 79
SRSA
3795
S.R. Schill & Associates
Washington
$148M +$6.41M +5% 31
FWMM
3796
Foundation Wealth Management (Missouri)
Missouri
$148M -$3.91M -3% 45
DG
3797
DMC Group
Alabama
$148M -$1.9M -1% 158
MM
3798
MQS Management
New York
$148M -$21.6M -13% 615
CWMS
3799
Cannon Wealth Management Services
North Carolina
$148M +$6.17M +4% 89
RSWA
3800
Robinson Smith Wealth Advisors
Maine
$148M +$1.38M +0.9% 86