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
CW
3926
Cooksen Wealth
Texas
$138M +$974K +0.7% 45
KF
3927
K2 Financial
California
$138M +$8.13M +6% 62
GWM
3928
Goldenstone Wealth Management
California
$137M +$3.81M +3% 92
ACL
3929
Applied Capital LLC
Florida
$137M -$8.5M -6% 95
DFG
3930
DiPaolo Financial Group
Florida
$137M +$43.5M +46% 45
4PL
3931
46 Peaks LLC
Pennsylvania
$137M +$983K +0.7% 24
LBC
3932
Lane Brothers & Co
Arizona
$137M -$969K -0.7% 83
NFA
3933
Northern Financial Advisors
Michigan
$137M +$49.7M +57% 106
PIA
3934
Polaris Investment Advisors
Massachusetts
$137M -$1.21M -0.9% 77
RWP
3935
Ridgeline Wealth Planning
Ohio
$137M -$3.21M -2% 52
SWM
3936
Schwallier Wealth Management
Michigan
$137M -$19.6M -13% 64
GCM
3937
Generation Capital Management
New York
$137M -$17.3M -11% 95
EWM
3938
Evolution Wealth Management
Florida
$137M +$15.9M +13% 870
SSCA
3939
South Shore Capital Advisors
Massachusetts
$137M -$91.4K -0.1% 170
UA
3940
URS Advisory
Florida
$137M +$16.4M +14% 53
CFG
3941
Compass Financial Group
Ohio
$137M +$13.6K +0% 48
MAFA
3942
MJT & Associates Financial Advisory
Minnesota
$136M +$2.23M +2% 470
LFS
3943
Leibman Financial Services
Nebraska
$136M -$2.36M -2% 54
CTA
3944
Camelot Technology Advisors
California
$136M +$3.27M +2% 60
FCM
3945
Flagship Capital Management
Pennsylvania
$136M -$5.33M -4% 48
PHIC
3946
Pine Haven Investment Counsel
Massachusetts
$136M -$4.52M -3% 119
AIM
3947
Aurora Investment Managers
Florida
$136M -$40.5M -23% 49
GA
3948
Gagnon Advisors
New York
$136M -$21.6M -14% 25
MWA
3949
Muirfield Wealth Advisors
North Carolina
$136M -$379K -0.3% 84
AWA
3950
AGH Wealth Advisors
Kansas
$136M +$2.78M +2% 130