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, 5,995 funds (~68%) 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
IFS
4126
Intelligent Financial Strategies
Minnesota
$192M -$16M -8% 72
RWM
4127
Riverchase Wealth Management
Texas
$192M +$7.81M +4% 80
VFA
4128
Values First Advisors
Tennessee
$192M -$831K -0.4% 189
CVSC
4129
C.V. Starr & Co
New York
$192M +$9.79M +5% 5
CA
4130
Corrado Advisors
New Jersey
$192M -$7.61M -4% 131
CCC
4131
Cincinnati Casualty Company
Ohio
$191M -$5.61M -3% 25
VCS
4132
Vaughan & Co Securities
New Jersey
$191M -$2M -1% 58
GC
4133
Granville Capital
North Carolina
$191M +$2.85M +2% 88
LD
4134
Lipe & Dalton
New York
$191M -$11.4M -6% 98
TA
4135
TFB Advisors
Kansas
$191M -$167M -47% 317
BCM
4136
Birch Capital Management
Texas
$191M -$9.64M -5% 81
EWM
4137
Elevatus Welath Management
New York
$191M -$175M -48% 169
KTC
4138
Kentucky Trust Company
Kentucky
$191M +$2.23M +1% 322
SC
4139
Shearwater Capital
Colorado
$191M +$16.5M +9% 71
CCWP
4140
Cedar Cove Wealth Partners
Minnesota
$191M -$759K -0.4% 101
G
4141
GuidedMoney
Wisconsin
$190M +$3.25M +2% 31
SBLIC
4142
Security Benefit Life Insurance Company
Kansas
$190M -$51.8M -21% 19
RIAS
4143
Rachor Investment Advisory Services
Michigan
$190M +$1.82M +1% 503
WSL
4144
Western Standard LLC
California
$190M -$26.6M -12% 34
HI
4145
Harrington Investments
California
$190M -$9.04M -5% 85
GRWP
4146
Green Ridge Wealth Planning
New Jersey
$190M -$5.54M -3% 95
SWIM
4147
Smallwood Wealth Investment Management
New Jersey
$190M -$1.31M -0.7% 546
SCM
4148
Sheridan Capital Management
California
$190M -$7.49M -4% 35
FAG
4149
Financial Architects (Georgia)
Georgia
$190M +$3.66M +2% 30
LWP
4150
Laurel Wealth Planning
Minnesota
$190M +$9.1M +5% 60