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
BI
4376
Breachway Investments
Rhode Island
$104M +$9.36M +10% 99
JMA
4377
J.M. Arbour
Maine
$104M +$3.95M +4% 131
FWWM
4378
Fiscal Wisdom Wealth Management
Connecticut
$104M -$1.97M -2% 103
LCS
4379
Luma Capital SA
$104M -$2.68M -3% 12
BFP
4380
Birchwood Financial Partners
Minnesota
$104M +$2.99M +3% 372
CAM
4381
CenterStar Asset Management
Illinois
$104M +$40.1M +63% 325
RFPS
4382
Reality Financial Planning Services
Florida
$104M -$786K -0.8% 20
HPWM
4383
High Point Wealth Management
New Jersey
$104M -$2.9M -3% 276
MS
4384
Monetary Solutions
Ohio
$103M +$1.96M +2% 322
CS
4385
Crescent Sterling
Louisiana
$103M +$5.79M +6% 83
TFP
4386
Townsend Financial Planning
Kentucky
$103M +$3.4M +3% 29
MWM
4387
MY Wealth Management
Maryland
$103M -$11.4M -10% 38
ABLA
4388
Alan B. Lancz & Associates
Ohio
$103M -$10.8M -9% 141
GWL
4389
Generations Wealth LLC
Ohio
$103M +$5.26M +5% 30
VCM
4390
Vavra Capital Management
Pennsylvania
$103M +$1.06M +1% 24
FEM
4391
Fulcrum Equity Management
Texas
$103M -$1.76M -2% 152
PCM
4392
Park Capital Management
Wisconsin
$103M -$37M -27% 99
ES
4393
ETF Store
Kansas
$103M +$4.65M +5% 104
PWM
4394
Platt Wealth Management
California
$103M +$1.69M +2% 50
VFM
4395
Vision Financial Markets
Connecticut
$102M +$4.49M +5% 440
CIM
4396
Courant Investment Management
Tennessee
$102M -$8.19M -7% 7
F8IS
4397
Figure 8 Investment Strategies
Idaho
$102M -$9.92M -9% 64
HWA
4398
HighRoad Wealth Advisors
Oregon
$102M -$2.35M -2% 38
RHCA
4399
Rosenthal Henry Capital Advisors
Indiana
$102M -$5.72M -5% 42
LIC
4400
Laurus Investment Counsel
Canada
$102M -$20.7M -17% 46