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
VH
4051
Visionary Horizons
Tennessee
$203M +$9.67M +5% 140
OW
4052
Olistico Wealth
Oklahoma
$203M -$2.07M -1% 359
RA
4053
Riverstone Advisors
Texas
$203M -$9.44M -4% 76
TWM
4054
Trevian Wealth Management
Massachusetts
$203M -$8.11M -4% 51
IFU
4055
iSAM Funds (UK)
United Kingdom
$203M -$75.6M -27% 476
SFS
4056
Sharp Financial Services
Pennsylvania
$203M +$3.79M +2% 131
AFWM
4057
Arta Finance Wealth Management
California
$202M +$6.4M +3% 104
CWM
4058
CarsonAllaria Wealth Management
Illinois
$202M +$894K +0.4% 72
GDADCM
4059
Groupe des Assurances du Credit Mutuel
France
$202M -$92.6M -31% 6
4FG
4060
4Thought Financial Group
New York
$202M +$294K +0.1% 101
TI
4061
tru Independence
Oregon
$202M -$194M -49% 139
NC
4062
Nipun Capital
California
$202M -$17M -8% 11
BFA
4063
Brendel Financial Advisors
New Hampshire
$202M -$1.26M -0.6% 125
SPAS
4064
Spectrum Planning & Advisory Services
California
$202M +$7.66M +4% 124
HWMO
4065
Heritage Wealth Management (Ohio)
Ohio
$202M -$158M -44% 265
BSA
4066
Bull Street Advisors
Georgia
$202M -$13.2M -6% 95
MFG
4067
Marmo Financial Group
Tennessee
$202M -$9.39M -4% 40
AL
4068
ARWA LLC
Texas
$202M +$30.6M +18% 158
SFG
4069
Sowa Financial Group
Rhode Island
$202M +$9.8M +5% 31
GW
4070
Griffith & Werner
Georgia
$202M +$5.43M +3% 74
BFA
4071
Brown Financial Advisory
Alabama
$202M +$3.79M +2% 58
FFG
4072
Foundry Financial Group
New Hampshire
$202M +$1.74M +0.9% 73
CFAM
4073
Center For Asset Management
Florida
$201M +$10.1M +5% 155
DT
4074
DBA Trading
Florida
$201M +$101M +101% 49
NME
4075
Notis-McConarty Edward
$201M -$14.4M -7% 73