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
DQRIM
4001
Dale Q Rice Investment Management
Washington
$132M -$7.61M -5% 69
SA
4002
Sincerus Advisory
New York
$132M +$7.55M +6% 79
TCPW
4003
Twin City Private Wealth
North Carolina
$132M -$367K -0.3% 102
RYA
4004
Richard Young Associates
Georgia
$132M +$3.65M +3% 27
RSF
4005
Rik Saylor Financial
Ohio
$132M -$4.83M -4% 86
VF
4006
Visa Foundation
California
$132M -$10.2M -7% 1
AFP
4007
ATX Financial Planning
Texas
$132M +$1.95M +2% 100
GCM
4008
Graver Capital Management
Ohio
$132M +$5.07M +4% 25
PAG
4009
Paladin Advisory Group
Iowa
$131M -$5.46M -4% 247
DWA
4010
Delta Wealth Advisors
Indiana
$131M +$12M +10% 49
VFP
4011
Vested Financial Planning
California
$131M +$1.39M +1% 30
SG
4012
Stanich Group
New York
$131M -$1.43M -1% 50
PWM
4013
Partnership Wealth Management
Maryland
$131M -$7.8M -6% 69
SPWM
4014
Schrum Private Wealth Management
Florida
$131M -$4.15M -3% 130
JPT
4015
Jordan Park Trust
New Hampshire
$131M -$15M -10% 16
LPP
4016
Life Planning Partners
Florida
$131M +$458K +0.4% 69
CSF
4017
Capital Squared Financial
Maryland
$131M +$2.75M +2% 88
EWP
4018
Evergreen Wealth Partners
Montana
$131M +$12.2M +10% 87
AC
4019
Aldebaran Capital
Indiana
$131M +$19.3M +17% 43
GCM
4020
Gladius Capital Management
Illinois
$131M +$49.7M +61% 46
NC
4021
Nightview Capital
Texas
$131M -$14.6M -10% 20
FLP
4022
Financial Life Planners
Arizona
$130M -$8.86M -6% 368
NMCM
4023
Nicholson Meyer Capital Management
Missouri
$130M -$1.8M -1% 46
RWA
4024
Reicon Wealth Advisors
Georgia
$130M -$6.48M -5% 77
OIM
4025
Oder Investment Management
California
$130M -$7.89M -6% 104