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
VPW
4276
Vericrest Private Wealth
Pennsylvania
$111M -$1.03M -0.9% 47
EGP
4277
Emergence GP Partners
California
$111M -$42.6M -28% 4
BF
4278
Benchmark Financial
Delaware
$111M +$11.1M +11% 53
WWMP
4279
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$111M +$10.1M +10% 130
KSB
4280
Kennebec Savings Bank
Maine
$111M -$4.39M -4% 256
SWP
4281
Stone Wealth Partners
Louisiana
$111M -$958K -0.9% 74
CA
4282
Corecam AG
$111M +$11.7M +12% 74
AWS
4283
Alliance Wealth Strategies
Virginia
$111M +$4.67M +4% 66
RF
4284
Roxbury Financial
New Jersey
$111M -$235K -0.2% 410
FFG
4285
Fortune Financial Group
Florida
$111M +$9.4M +9% 109
CD
4286
Capital Developers
North Carolina
$111M -$538K -0.5% 52
D
4287
Drystone
Virginia
$111M -$303K -0.3% 18
BI
4288
Bolthouse Investments
California
$111M -$1.87M -2% 75
MWP
4289
Momentum Wealth Planning
Florida
$111M -$17.3M -14% 47
FF
4290
Frankly Finances
Florida
$110M +$5.05M +5% 65
CWMP
4291
Clarion Wealth Managment Partners
Virginia
$110M +$2.31M +2% 88
MDA
4292
Minot DeBlois Advisors
Massachusetts
$110M -$1.14M -1% 245
CWMSI
4293
CFG Wealth Management Services, Inc.
Indiana
$110M +$537K +0.5% 190
CCI
4294
Credit Capital Investments
New Jersey
$110M +$3.97M +4% 51
FGC
4295
First Growth Capital
Maryland
$110M -$2.5M -2% 130
OWA
4296
OakTrust Wealth Advisors
Connecticut
$110M +$1.47M +1% 72
BAM
4297
Belleair Asset Management
Florida
$110M +$4.66M +4% 83
SHFG
4298
S Harris Financial Group
Texas
$110M +$5.22M +5% 114
HM
4299
Heronetta Management
New York
$110M -$63.4M -37% 25
DAM
4300
Directional Asset Management
Illinois
$109M -$4.62M -4% 97