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
AGFVA
4526
Accel Growth Fund V Associates
California
$81.7M -$43.8M -35% 2
WP
4527
Walleye Partners
Wisconsin
$81.4M -$8.58M -10% 64
KFP
4528
Kerr Financial Planning
California
$81.4M +$7.41M +10% 545
RTC
4529
Riverview Trust Company
Washington
$81.2M -$1.86M -2% 230
SWP
4530
Significant Wealth Partners
Illinois
$81.2M -$8.5M -9% 116
FF
4531
Formulate Financial
Florida
$81M -$4.32M -5% 30
FWM
4532
FSR Wealth Management
Illinois
$80.8M -$4.31M -5% 46
AM
4533
Ampfield Management
New York
$80.8M +$14.1M +21% 6
CA
4534
Centennial Advisors
Texas
$78.6M +$1.64M +2% 98
SWM
4535
Stapp Wealth Management
Washington
$78.3M +$675K +0.9% 36
YIM
4536
Yoffe Investment Management
Pennsylvania
$78.1M -$279K -0.4% 114
SONJCPFE
4537
State of New Jersey Common Pension Fund E
New Jersey
$77.7M -$13.5M -15% 1
AC
4538
Avory & Company
Florida
$77.3M -$78.4M -50% 47
OWM
4539
Omnitrust Wealth Management
Florida
$77.2M -$1.46M -2% 74
DCA
4540
DB&C Advisors
Michigan
$77M -$2.77M -3% 71
EPCM
4541
Eagle Point Credit Management
Connecticut
$76.5M -$28.4M -27% 15
LRI
4542
Linden Rose Investment
Texas
$76.2M -$44.1M -37% 10
PBT
4543
Pictet Bank & Trust
Bahamas
$76.1M -$7.31M -9% 35
HSPW
4544
Harrison Street Private Wealth
Colorado
$75.5M 21
MWM
4545
Meadowbrook Wealth Management
New York
$75.5M -$12.2M -14% 78
LC
4546
Luminist Capital
Michigan
$75.3M -$5.88M -7% 308
HAS
4547
Holland Advisory Services
Florida
$74.6M +$536K +0.7% 49
HCVG
4548
H Capital V GP
Cayman Islands
$74.1M -$3.91M -5% 1
WWP
4549
Wise Wealth Partners
Arizona
$73.9M +$4.19M +6% 54
TC
4550
T3 Companies
New York
$73.3M -$4.76M -6% 238