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
CAM
3876
Cobblestone Asset Management
Virginia
$222M -$391K -0.2% 83
GPFA
3877
Game Plan Financial Advisors
Ohio
$222M -$26.5M -11% 406
BAM
3878
Beaumont Asset Management
Texas
$222M +$22.1M +11% 76
DC
3879
Darrow Company
Massachusetts
$222M -$357K -0.2% 59
FAG
3880
Fortitude Advisory Group
Washington
$222M -$13.3M -6% 239
SHFP
3881
Second Half Financial Partners
Florida
$222M -$3.14M -1% 120
EMCIP
3882
Ewing Morris & Co Investment Partners
Ontario, Canada
$222M -$7.17M -3% 104
DG
3883
Diesslin Group
Texas
$222M -$29.6M -12% 57
BW
3884
Bravera Wealth
North Dakota
$222M +$22.4M +11% 513
AWM
3885
Aviso Wealth Management
Washington
$222M -$16M -7% 151
SFG
3886
Seamount Financial Group
Colorado
$222M +$1.64M +0.7% 140
CFGF
3887
Compass Financial Group (Florida)
Florida
$222M -$4.82M -2% 48
DFG
3888
Delphi Financial Group
Delaware
$222M +$21.4M +11% 36
MWM
3889
Meritas Wealth Management
California
$221M +$13.2M +6% 60
BP
3890
Bandera Partners
New York
$221M -$1.39M -0.6% 17
WMS
3891
Wealth Management Strategies
Pennsylvania
$221M +$3.88M +2% 40
GU
3892
Georgetown University
District of Columbia
$221M -$30.3M -12% 14
MWM
3893
Mosley Wealth Management
California
$221M +$2.37M +1% 466
DRP
3894
Decker Retirement Planning
Utah
$221M +$19.6M +10% 318
WMRU
3895
William Marsh Rice University
Texas
$221M +$17.2M +8% 2
GWM
3896
GoalFusion Wealth Management
Texas
$220M +$4.26M +2% 30
LFPWM
3897
Leicht Financial Planning & Wealth Management
New Jersey
$220M -$3.12M -1% 15
GBI
3898
GP Brinson Investments
Illinois
$220M -$11.8M -5% 15
TFG
3899
Team Financial Group
California
$220M -$117K -0.1% 282
EFMH
3900
E Fund Management (HK)
Hong Kong
$220M -$77.6M -26% 507