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
PFG
4326
Prospect Financial Group
Virginia
$108M +$778K +0.7% 66
CCAL
4327
City Center Advisors LLC
Michigan
$108M -$497K -0.5% 187
NFTC
4328
North Forty Two & Co
Oregon
$108M +$2.2M +2% 98
CCMW
4329
Cypress Capital Management (Wyoming)
Wyoming
$108M +$456K +0.4% 225
VCWA
4330
Vanguard Capital Wealth Advisors
Colorado
$108M -$17M -14% 144
LSL
4331
Legacy Solutions LLC
Pennsylvania
$108M -$5.9M -5% 84
SFAM
4332
Sawyer Falduto Asset Management
Illinois
$108M -$1.56M -1% 271
HA
4333
Heffernan Advisory
Arizona
$108M +$3.34M +3% 28
LC
4334
Lawood & Co
Pennsylvania
$108M +$2.2M +2% 95
HCG
4335
Haven Capital Group
California
$108M +$1.14M +1% 38
VWM
4336
Verus Wealth Management
Wisconsin
$108M +$402K +0.4% 50
2WWM
4337
21 West Wealth Management
California
$108M -$1.76M -2% 65
CAIMH
4338
Central Asset Investments & Management Holdings
Hong Kong
$108M -$46.2M -30% 50
B
4339
Bedminster
South Carolina
$107M -$1.37M -1% 57
WG
4340
Wealth Group
North Carolina
$107M +$4.6M +4% 93
EAPL
4341
Elevation Advisory Partners LLC
Florida
$107M 97
BGBI
4342
BRC-Global BAH Investments
$107M +$22.5M +27% 1
AFP
4343
Arnold Financial Planning
Iowa
$107M +$10M +10% 27
ACL
4344
APEIRON Capital Ltd
Hong Kong
$107M +$20.4M +24% 14
LLI
4345
LTS Liquid Investments
$107M +$1.62M +2% 9
HCA
4346
Hardworking Capital Advisors
California
$107M -$3.27M -3% 86
PCM
4347
Perkins Capital Management
Minnesota
$107M -$19.2M -15% 95
EWL
4348
Emissary Wealth LLC
New Jersey
$107M -$12.4M -10% 60
RSEWM
4349
River's Edge Wealth Management
Pennsylvania
$107M +$4.09M +4% 46
CWM
4350
Curtis Wealth Management
Nevada
$107M -$8.39M -7% 57