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, 4,488 funds (~51%) 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
FWS
4226
FinDec Wealth Services
California
$81.8M -$11.5M -12% 32
FRIHG
4227
Fund Resources Investment Holding Group
$81.7M -$21.1M -21% 1
WP
4228
Walleye Partners
Wisconsin
$81.4M -$8.58M -10% 64
KFP
4229
Kerr Financial Planning
California
$81.4M +$7.41M +10% 545
RTC
4230
Riverview Trust Company
Washington
$81.2M -$1.86M -2% 230
SWP
4231
Significant Wealth Partners
Illinois
$81.2M -$8.5M -9% 116
FF
4232
Formulate Financial
Florida
$81M -$4.32M -5% 30
FWM
4233
FSR Wealth Management
Illinois
$80.8M -$4.31M -5% 46
AM
4234
Ampfield Management
New York
$80.8M +$14.1M +21% 6
CA
4235
Centennial Advisors
Texas
$78.6M +$1.64M +2% 98
SWM
4236
Stapp Wealth Management
Washington
$78.3M +$675K +0.9% 36
YIM
4237
Yoffe Investment Management
Pennsylvania
$78.1M -$279K -0.4% 114
SONJCPFE
4238
State of New Jersey Common Pension Fund E
New Jersey
$77.7M -$13.5M -15% 1
AC
4239
Avory & Company
Florida
$77.3M -$78.4M -50% 47
OWM
4240
Omnitrust Wealth Management
Florida
$77.2M -$1.46M -2% 74
DCA
4241
DB&C Advisors
Michigan
$77M -$2.77M -3% 71
EPCM
4242
Eagle Point Credit Management
Connecticut
$76.5M -$28.4M -27% 15
LRI
4243
Linden Rose Investment
Texas
$76.2M -$44.1M -37% 10
PBT
4244
Pictet Bank & Trust
Bahamas
$76.1M -$7.31M -9% 35
HSPW
4245
Harrison Street Private Wealth
Colorado
$75.5M 21
MWM
4246
Meadowbrook Wealth Management
New York
$75.5M -$12.2M -14% 78
LC
4247
Luminist Capital
Michigan
$75.3M -$5.88M -7% 308
HAS
4248
Holland Advisory Services
Florida
$74.6M +$536K +0.7% 49
HCVG
4249
H Capital V GP
Cayman Islands
$74.1M -$3.91M -5% 1
WWP
4250
Wise Wealth Partners
Arizona
$73.9M +$4.19M +6% 54