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, 5,954 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
SC
4176
Stephenson & Company
California
$184M +$2.38M +1% 47
AI
4177
Arrien Investments
Idaho
$184M +$7.1M +4% 47
S
4178
Sachetta
Massachusetts
$184M +$1.81M +1% 1,130
IIA
4179
Integrity Investment Advisors
Colorado
$184M +$2.85M +2% 88
CastleKeep Investment Advisors
4180
CastleKeep Investment Advisors
Connecticut
$184M -$36.5M -17% 91
DF
4181
Define Financial
California
$184M +$7.83M +4% 45
HIM
4182
Harbour Investment Management
Washington
$184M -$4.44M -2% 107
TCM
4183
Tassel Capital Management
North Carolina
$184M +$18.9M +11% 38
KWM
4184
KMT Wealth Management
California
$184M -$2.78M -1% 19
LAMC
4185
Longview Asset Management (California)
California
$184M +$2.66M +1% 175
RFG
4186
RFP Financial Group
Georgia
$184M -$24.8M -12% 91
SWMG
4187
Sard Wealth Management Group
Georgia
$184M +$1.71M +0.9% 62
EFIC
4188
Eliot Finkel Investment Counsel
California
$184M +$20.6M +13% 33
AC
4189
Attessa Capital
Arizona
$184M +$905K +0.5% 36
IFPL
4190
Investments & Financial Planning LLC
Kentucky
$184M -$2.65M -1% 40
KA
4191
Kure Advisory
Minnesota
$184M +$4.83M +3% 61
GWM
4192
Global Wealth Management
New Jersey
$183M -$2.4M -1% 48
GWMI
4193
Guardian Wealth Management (Illinois)
Illinois
$183M +$13M +8% 68
FI
4194
Finivi Inc
Massachusetts
$183M +$10.2M +6% 115
KCM
4195
Kennicott Capital Management
California
$183M -$23.1M -11% 49
OWG
4196
Oxford Wealth Group
Florida
$183M -$22.6M -11% 95
MF
4197
Meridian Financial
Massachusetts
$183M -$672K -0.4% 147
NCM
4198
Northland Capital Management
Minnesota
$183M +$4.34M +2% 32
RMC
4199
Ring Mountain Capital
California
$183M -$12.2M -6% 101
SPI
4200
Sutton Place Investors
New York
$183M +$692K +0.4% 141