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
CSIA
3801
Carl Stuart Investment Advisor
Texas
$229M +$118M +107% 29
OWCM
3802
One Wealth Capital Management
Arizona
$229M -$6.03M -3% 152
IF
3803
IRON Financial
Illinois
$229M +$11.3M +5% 167
CM
3804
Cosmic Management
California
$229M -$95.8M -30% 4
NIA
3805
NBZ Investment Advisors
Tennessee
$229M -$481K -0.2% 70
MPCL
3806
My Personal CFO LLC
Washington
$228M -$11.3M -5% 98
CB
3807
Chris Bulman
California
$228M +$2.19M +1% 159
FPN
3808
Financial Planning Navigators
Minnesota
$228M +$10.3M +5% 52
USB
3809
Union Savings Bank
Connecticut
$228M -$2.72M -1% 329
FIA
3810
FNY Investment Advisers
New York
$228M -$124M -35% 1,167
EWS
3811
Eagle Wealth Strategies
New Jersey
$228M +$13.3M +6% 123
APSI
3812
Asset Planning Services Inc
Louisiana
$228M +$1.7M +0.8% 35
HFA
3813
Hippocratic Financial Advisors
California
$228M +$11.1M +5% 34
CI
3814
Ceera Investments
Texas
$228M -$30.9M -12% 103
FAM
3815
Forte Asset Management
New York
$228M +$7.65M +3% 79
BWA
3816
BlueChip Wealth Advisors
Georgia
$228M -$10.1M -4% 171
CWA
3817
Cascade Wealth Advisors
Washington
$228M +$10.9M +5% 60
FF
3818
Financial Futures
New Jersey
$228M +$11.9M +6% 79
ATWA
3819
Arbor Trust Wealth Advisors
Michigan
$228M -$1.05M -0.5% 92
EI
3820
eCIO Inc
Wisconsin
$228M +$12.9M +6% 195
PCA
3821
Purkiss Capital Advisors
Connecticut
$227M +$14.1M +7% 178
CFC
3822
Client First Capital
California
$227M -$6.67M -3% 30
BF
3823
Brogan Financial
Tennessee
$227M -$1.45M -0.6% 59
GSF
3824
Grove Street Fiduciary
New Hampshire
$227M -$12.2M -5% 79
SWM
3825
Shelton Wealth Management
Texas
$227M -$2.26M -1% 158