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, 6,049 funds (~69%) 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
BF
4101
Brucke Financial
Indiana
$197M +$14.2M +8% 204
RC
4102
RLH Capital
New York
$197M 108
LFASL
4103
Lugano Financial Advisors SA (LFA)
Switzerland
$197M +$2.91M +2% 239
CCP
4104
Cunning Capital Partners
North Carolina
$197M -$19.6M -9% 56
DWG
4105
Darden Wealth Group
Michigan
$196M -$9.88M -5% 168
FFA
4106
Fortune Financial Advisors
Kansas
$196M +$47.9M +32% 152
SF
4107
SWP Financial
California
$196M -$3.18M -2% 78
LWA
4108
Legacy Wealth Advisors
Florida
$196M +$44.5M +29% 118
PAM
4109
Peninsula Asset Management
Florida
$196M +$971K +0.5% 54
ACM
4110
AUA Capital Management
Pennsylvania
$196M -$3.68M -2% 83
MAMF
4111
Mirabaud Asset Management (France)
France
$196M 13
MHFA
4112
Mission Hills Financial Advisory
California
$195M +$5.95M +3% 58
RAM
4113
Revere Asset Management
Texas
$195M -$88.9M -31% 46
ICMARC
4114
International City Management Association Retirement Corp
District of Columbia
$195M -$1.74M -0.9% 6
YWM
4115
Yardley Wealth Management
Pennsylvania
$195M +$7.02M +4% 36
HAS
4116
Horizon Advisory Services
New York
$195M -$2.49M -1% 51
CP
4117
Castleview Partners
Texas
$195M -$6.73M -3% 225
WAL
4118
W Advisors LLC
Tennessee
$195M -$3.75M -2% 149
NWMP
4119
Noble Wealth Management PBC
Colorado
$195M -$4.01M -2% 648
LWA
4120
Lantern Wealth Advisors
New York
$195M +$6.82M +4% 190
TVWM
4121
Tower View Wealth Management
Wisconsin
$195M -$7.45M -4% 208
SFS
4122
Symphony Financial Services
Ohio
$195M -$271K -0.1% 107
WC
4123
Wynn Capital
Georgia
$195M -$11.2M -5% 109
NLWP
4124
Next Level Wealth Planning
Idaho
$195M +$6.79M +4% 73
CFG
4125
Clayton Financial Group
Missouri
$195M -$1.45M -0.7% 641