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
AFA
4101
Allium Financial Advisors
Oregon
$125M -$1.44M -1% 81
SWA
4102
Strategic Wealth Advisors
Arizona
$125M +$7.75M +7% 273
MSK
4103
Melissa S. Kampmann
$125M -$10.6M -8% 43
CNTOF
4104
Canandaigua National Trust of Florida
New York
$125M -$35.3M -22% 139
CDWM
4105
Campbell Deegan Wealth Management
Virginia
$124M +$580K +0.5% 52
SJGA
4106
Stephen J. Garry & Associates
New York
$124M -$1.74M -1% 54
CPWL
4107
Coquina Private Wealth LLC
Florida
$124M -$436K -0.3% 100
ODE
4108
O'Domhnaill Enterprises
Wyoming
$124M +$17.3M +16% 76
NFP
4109
NorthLanding Financial Partners
New York
$124M -$503K -0.4% 41
CRW
4110
Clarity Retirement & Wealth
Massachusetts
$124M +$10.4M +9% 38
WFA
4111
WJ Financial Advisors
Connecticut
$124M +$11.5M +10% 129
VWM
4112
Vigil Wealth Management
Florida
$124M +$3.46M +3% 80
FLFS
4113
Family Legacy Financial Solutions
North Carolina
$124M -$6M -5% 54
PRTG
4114
Post Resch Tallon Group
New York
$124M +$5.31M +4% 125
EI
4115
EDMP Inc
Florida
$124M +$2.03M +2% 75
UFA
4116
Uptown Financial Advisors
Texas
$124M +$6.23M +5% 78
RHDIC
4117
R.H. Dinel Investment Counsel
California
$124M -$12.8M -9% 41
FJWM
4118
Ferguson Johnson Wealth Management
Maryland
$123M +$2.98M +2% 37
SPA
4119
Sound Portfolio Advisors
Connecticut
$123M +$4.05M +3% 45
KFG
4120
Kropog Financial Group
Louisiana
$123M -$6.01M -5% 36
CCM
4121
Cannon Capital Management
Utah
$123M +$9.38M +8% 28
MH
4122
Mishpacha Holdings
$123M +$3.55M +3% 12
AT
4123
Adelphi Trust
Florida
$123M +$367K +0.3% 112
SC
4124
Schubert & Co
Texas
$123M -$2.5M -2% 72
GFS
4125
Geremia Financial Services
New Jersey
$123M +$1.56M +1% 11