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
PFS
4151
Paller Financial Services
Colorado
$121M -$3.84M -3% 46
AFC
4152
Avise Financial Cooperative
California
$121M +$9.87M +9% 108
LFWA
4153
LiftPoint Family Wealth Advisors
New Jersey
$121M +$3.61M +3% 60
FWA
4154
Fulcrum Wealth Advisors
Washington
$121M -$792K -0.7% 77
CCM
4155
Chicago Capital Management
Illinois
$121M -$26.2M -18% 56
CF
4156
Conquis Financial
California
$121M +$4.36M +4% 66
MW
4157
Merited Wealth
Florida
$121M +$12.8M +12% 301
MWM
4158
MFG Wealth Management
Indiana
$121M -$7.74M -6% 75
JC
4159
JM2 Capital
Oklahoma
$121M -$3.83M -3% 119
AAA
4160
AG Asset Advisory
California
$121M +$3.89M +3% 27
BIS
4161
BG Investment Services
Guam
$120M +$8.26M +7% 50
PA
4162
Prosperity Advisers
Pennsylvania
$120M -$809K -0.7% 41
ARA
4163
Approach Retirement Advisors
Alabama
$120M +$4.14M +4% 80
CCAM
4164
Capelight Capital Asset Management
New York
$120M +$19.3M +19% 47
SA
4165
SJBenen ADVISORY
North Carolina
$120M +$22.7M +23% 29
ACM
4166
AIHC Capital Management
$120M +$13M +12% 7
CM
4167
CM Management
Florida
$120M +$996K +0.8% 79
CC
4168
Commons Capital
Massachusetts
$120M -$22.7M -16% 125
YMRC
4169
Yorktown Management & Research Company
Virginia
$120M -$5.54M -4% 254
IW
4170
Integrated Wealthcare
North Carolina
$120M +$594K +0.5% 29
BCWM
4171
Ball & Co Wealth Management
Tennessee
$120M -$35.8M -23% 91
CAM
4172
Clio Asset Management
Virginia
$119M -$9.44M -7% 19
LC
4173
Lubar & Co
Wisconsin
$119M -$15.2M -11% 3
MW
4174
Marrick Wealth
California
$119M -$3.25M -3% 58
HAP
4175
Harbor Asset Planning
Massachusetts
$119M +$1.86M +2% 455