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
WFP
3901
Welch Financial Planning
Colorado
$139M +$1.77M +1% 70
MSA
3902
Marathon Strategic Advisors
Pennsylvania
$139M +$8.09M +6% 52
CFWMA
3903
Center for Wealth Management Advisory
Ohio
$139M +$3.19M +2% 69
ACP
3904
Argyle Capital Partners
California
$139M +$1.97M +1% 171
GA
3905
GraniteShares Advisors
New York
$139M -$25.8M -16% 90
DWM
3906
DKM Wealth Management
California
$139M +$4.64M +3% 78
SAM
3907
Seelaus Asset Management
New Jersey
$139M +$12.7M +10% 215
PWM
3908
PMG Wealth Management
Illinois
$139M +$2.21M +2% 62
MFF
3909
Michels Family Financial
Texas
$139M +$2.54M +2% 142
CPC
3910
CFC Planning Company
Indiana
$139M +$8.6M +7% 84
WFG
3911
Wormser Freres Gestion
France
$139M -$37.5M -21% 44
CPW
3912
Cogent Private Wealth
Florida
$139M +$7.19M +5% 108
AFW
3913
Atlantic Family Wealth
Florida
$138M +$6.01M +5% 63
LDNAM
3914
Lepercq De Neuflize Asset Management
New York
$138M -$36.6M -21% 27
KWM
3915
Koa Wealth Management
California
$138M -$7.32M -5% 59
SIP
3916
Stoneridge Investment Partners
Pennsylvania
$138M -$5.41M -4% 156
SWA
3917
Safir Wealth Advisors
New Hampshire
$138M -$4.35M -3% 20
DW
3918
Durante & Waters
New York
$138M -$5.22M -4% 32
RC
3919
Renaissance Capital
Connecticut
$138M -$753K -0.5% 48
PAM
3920
PartnerRe Asset Management
Connecticut
$138M -$1.45M -1% 2
PF
3921
Prota Financial
Texas
$138M -$842K -0.6% 72
PBRA
3922
Pine Brook Road Advisors
New York
$138M -$3.32M -2% 1
DFS
3923
Demming Financial Services
Ohio
$138M +$4.75M +4% 40
ACA
3924
Arsenal Capital Advisors
Pennsylvania
$138M -$3.76M -3% 103
TC
3925
Trium Capital
United Kingdom
$138M +$9.05M +7% 87