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
TFAL
4351
TrustWell Financial Advisors, LLC
Florida
$106M +$2.88M +3% 72
MFG
4352
Mann Financial Group
Minnesota
$106M +$2.83M +3% 31
PWA
4353
Portus Wealth Advisors
North Carolina
$106M +$223K +0.2% 568
WCM
4354
Wildcat Capital Management
New York
$106M -$30.3M -22% 3
TFA
4355
TandemGrowth Financial Advisors
Georgia
$106M -$8.4M -7% 24
RMF
4356
Red Mountain Financial
Colorado
$106M +$4.28M +4% 80
OFS
4357
Opus Financial Solutions
Illinois
$106M +$182K +0.2% 113
MCRM
4358
Midway Capital Research & Management
Illinois
$106M +$3.45M +3% 117
MTI
4359
Merrithew & Thorsten Inc
California
$106M +$11.5M +12% 123
CCMG
4360
Connecticut Capital Management Group
Connecticut
$106M +$1.39M +1% 119
DCU
4361
Dara Capital US
Florida
$105M -$7.51M -7% 119
AA
4362
Auctus Advisors
North Carolina
$105M -$3.09M -3% 29
NS
4363
Northland Securities
Minnesota
$105M +$751K +0.7% 118
ANBOT
4364
American National Bank of Texas
Texas
$105M +$826K +0.8% 61
AFG
4365
Artesa Financial Group
Texas
$105M +$7.73M +8% 57
P
4366
Palladiem
Pennsylvania
$105M -$687K -0.7% 170
FCM
4367
Fell Capital Management
California
$105M +$2.23M +2% 92
HA
4368
Helium Advisors
Washington
$105M +$6.02M +6% 98
SPW
4369
Signet Private Wealth
Illinois
$105M +$249K +0.2% 137
WIM
4370
Waycross Investment Management
Washington
$105M -$9.03M -8% 50
MAM
4371
McLaughlin Asset Management
Illinois
$105M -$7.11M -6% 97
CFCS
4372
CDM Financial Counseling Services
Connecticut
$105M -$2.13M -2% 82
FWM
4373
Forteris Wealth Management
New York
$104M +$2.88M +3% 72
SWM
4374
Stonebridge Wealth Management
Illinois
$104M -$1.52M -1% 38
TP
4375
Trailhead Planners
Minnesota
$104M +$2.39M +2% 52