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
PPA
4151
Pacific Point Advisors
California
$190M +$2.72M +1% 147
HFW
4152
Horizon Family Wealth
Illinois
$189M +$1.48M +0.8% 91
FF
4153
Fortitude Financial
Washington
$189M +$71.1M +60% 41
MSFP
4154
Mark Sheptoff Financial Planning
Connecticut
$189M -$20.9M -10% 584
GCL
4155
Gouws Capital LLC
North Carolina
$189M -$339K -0.2% 59
MAS
4156
MPWM Advisory Solutions
Georgia
$189M +$9.25M +5% 605
TWCA
4157
Two West Capital Advisors
Kansas
$189M +$16.7M +10% 105
PWM
4158
PTM Wealth Management
United States
$189M +$11.5M +6% 61
FCCM
4159
First City Capital Management
Georgia
$189M -$597K -0.3% 162
MFPI
4160
Midwest Financial Partners Investments
Minnesota
$189M +$8.61M +5% 78
GPWM
4161
Grant Private Wealth Management
California
$188M +$22.9M +14% 163
JKA
4162
Jones Kertz & Associates
Minnesota
$188M -$6.21M -3% 67
BI
4163
Beckerman Institutional
New Jersey
$188M +$10.1M +6% 122
AWP
4164
Axis Wealth Partners
Rhode Island
$188M +$7.04M +4% 176
SA
4165
Sylvest Advisors
Texas
$188M +$595K +0.3% 77
EAM
4166
Everstar Asset Management
North Carolina
$188M +$1.36M +0.7% 212
WPW
4167
Winthrop Partners - WNY
New York
$188M +$1.99M +1% 88
DC
4168
Destiny Capital
Colorado
$188M -$6.65M -3% 56
IWAO
4169
Independence Wealth Advisors (Ohio)
Ohio
$188M +$9.83M +6% 95
DKCM
4170
Davidson Kahn Capital Management
California
$188M -$4.83M -3% 67
BWG
4171
Boomfish Wealth Group
Georgia
$187M +$231K +0.1% 93
FCB
4172
First County Bank
Connecticut
$187M -$3.66M -2% 175
THL
4173
Transmarket Holdings LP
Illinois
$187M +$50.3M +37% 61
WWA
4174
Wingate Wealth Advisors
Massachusetts
$187M +$7.9M +4% 126
PP
4175
Pearl Planning
Michigan
$187M +$23.6M +14% 54