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, 5,471 funds (~62%) 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
MW
4701
Merited Wealth
Florida
$121M +$12.8M +12% 301
MWM
4702
MFG Wealth Management
Indiana
$121M -$7.74M -6% 75
JC
4703
JM2 Capital
Oklahoma
$121M -$3.83M -3% 119
AAA
4704
AG Asset Advisory
California
$121M +$3.89M +3% 27
BIS
4705
BG Investment Services
Guam
$120M +$8.26M +7% 50
PA
4706
Prosperity Advisers
Pennsylvania
$120M -$809K -0.7% 41
AWA
4707
A4 Wealth Advisors
North Carolina
$120M +$4.88M +4% 147
ARA
4708
Approach Retirement Advisors
Alabama
$120M +$4.14M +4% 80
CCAM
4709
Capelight Capital Asset Management
New York
$120M +$19.3M +19% 47
TWM
4710
Troutman Wealth Management
Pennsylvania
$120M -$1.05M -0.9% 37
SA
4711
SJBenen ADVISORY
North Carolina
$120M +$22.7M +23% 29
ACM
4712
AIHC Capital Management
$120M +$13M +12% 7
CM
4713
CM Management
Florida
$120M +$996K +0.8% 79
CC
4714
Commons Capital
Massachusetts
$120M -$22.7M -16% 125
YMRC
4715
Yorktown Management & Research Company
Virginia
$120M -$5.54M -4% 254
IW
4716
Integrated Wealthcare
North Carolina
$120M +$594K +0.5% 29
BCWM
4717
Ball & Co Wealth Management
Tennessee
$120M -$35.8M -23% 91
CAM
4718
Clio Asset Management
Virginia
$119M -$9.44M -7% 19
LC
4719
Lubar & Co
Wisconsin
$119M -$15.2M -11% 3
MW
4720
Marrick Wealth
California
$119M -$3.25M -3% 58
HAP
4721
Harbor Asset Planning
Massachusetts
$119M +$1.86M +2% 455
SF
4722
Schaeffer Financial
Maryland
$119M +$4.21M +4% 25
PIA
4723
Prakash Investment Advisors
Massachusetts
$119M -$13M -10% 76
MWM
4724
McCartney Wealth Management
Missouri
$119M +$2.89M +2% 65
FC
4725
Farley Capital
New York
$119M -$12.8M -10% 18