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, 6,116 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
LPFG
4026
Landing Point Financial Group
Ohio
$206M +$5.52M +3% 95
MBI
4027
May Barnhard Investments
Maryland
$206M -$5.62M -3% 88
HDA
4028
Harold Davidson & Associates
California
$206M -$20.1M -9% 68
AFTS
4029
American Financial & Tax Strategies
New York
$206M +$5.07M +3% 98
GC
4030
GatePass Capital
Ohio
$206M +$11.8M +6% 187
JSA
4031
Jim Saulnier & Associates
Colorado
$205M +$12.6M +7% 150
MWA
4032
MN Wealth Advisors
Kansas
$205M +$7.57M +4% 134
F4L
4033
Fortune 45 LLC
Louisiana
$205M -$3.73M -2% 45
HHRDM
4034
H&H Retirement Design & Management
Nevada
$205M +$8.72M +4% 97
KHC
4035
Koesten Hirschmann & Crabtree
Kansas
$205M +$1.96M +1% 42
AW
4036
Apricus Wealth
South Carolina
$205M +$9.42M +5% 129
LWM
4037
Latko Wealth Management
Illinois
$205M +$812K +0.4% 36
WCM
4038
Warburton Capital Management
Oklahoma
$205M +$28M +16% 70
PKC
4039
Palmer Knight Company
Florida
$205M +$14.4M +8% 35
FCMT
4040
Founders Capital Management (Texas)
Texas
$205M +$12.3M +6% 433
UWM
4041
Udine Wealth Management
Florida
$205M -$6.93M -3% 41
FWA
4042
FOCUS Wealth Advisors
Texas
$205M -$10.3M -5% 59
QAM
4043
QSM Asset Management
United Kingdom
$204M +$29.4M +17% 25
KFA
4044
Kapstone Financial Advisors
Ohio
$204M +$3M +1% 165
TFM
4045
Trademark Financial Management
Minnesota
$204M +$22.4M +12% 109
B
4046
Birchbrook
Maine
$204M +$3.39M +2% 313
PWMG
4047
Pinnacle Wealth Management Group
Michigan
$204M +$3.54M +2% 131
Q
4048
QVR
California
$204M +$60.5M +42% 106
AWM
4049
Avondale Wealth Management
Texas
$203M +$9.01M +5% 71
OF
4050
Optimize Financial
California
$203M +$4.76M +2% 484