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
SCFS
4051
Stewardship Concepts Financial Services
Washington
$128M +$9.06M +8% 63
WCM
4052
WLTH Capital Management
Arizona
$128M -$1.68M -1% 26
S
4053
Storgate
Texas
$127M +$5.81M +5% 191
CRA
4054
Clear Retirement Advice
California
$127M -$1.19M -0.9% 54
AFC
4055
Ares Financial Consulting
California
$127M +$22.3M +21% 1,093
AWMI
4056
Aegis Wealth Management (Iowa)
Iowa
$127M -$73.8K -0.1% 117
ACM
4057
ACT Capital Management
Pennsylvania
$127M +$3.56M +3% 78
MPCA
4058
Madison Park Capital Advisors
Washington
$127M +$4M +3% 66
PIM
4059
Peregrine Investment Management
Ontario, Canada
$127M -$33.8M -21% 26
SGWP
4060
Sun Group Wealth Partners
California
$127M +$2.63M +2% 82
MF
4061
Midwestern Financial
Iowa
$127M +$6.25M +5% 54
SAP
4062
Strategic Advisory Partners
North Carolina
$127M +$6.58M +5% 99
PIP
4063
PB Investment Partners
California
$127M -$30.4M -19% 11
PA
4064
Persium Advisors
Georgia
$127M -$9.96M -7% 65
VB
4065
Value Base
Israel
$127M -$6.6M -5% 8
TBF
4066
True Blue Financial
Michigan
$127M +$5.72M +5% 54
HA
4067
Hegarty Advisors
New York
$127M +$11.6M +10% 62
VGDSS
4068
VUB Generali dochodkova spravcovska spolocnost
$127M -$3.88M -3% 101
BFA
4069
Benningfield Financial Advisors
California
$127M -$1.03M -0.8% 18
PAG
4070
Poinciana Advisors Group
Florida
$127M -$85.6K -0.1% 157
GIM
4071
Guardian Investment Management
California
$127M -$1.62M -1% 60
SGH
4072
Sivik Global Healthcare
Connecticut
$127M -$78.2M -38% 55
HA
4073
Hallstatt Advisors
New York
$126M -$7.81M -6% 21
LGG
4074
Luts & Greenleigh Group
Maryland
$126M +$8.56M +7% 94
MCFP
4075
Mallini Complete Financial Planning
Florida
$126M +$1.85M +1% 65