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, 5,356 funds (~61%) 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
RFPS
4851
Reality Financial Planning Services
Florida
$104M -$786K -0.8% 20
HPWM
4852
High Point Wealth Management
New Jersey
$104M -$2.9M -3% 276
MS
4853
Monetary Solutions
Ohio
$103M +$1.96M +2% 322
CS
4854
Crescent Sterling
Louisiana
$103M +$5.79M +6% 83
TFP
4855
Townsend Financial Planning
Kentucky
$103M +$3.4M +3% 29
MWM
4856
MY Wealth Management
Maryland
$103M -$11.4M -10% 38
ABLA
4857
Alan B. Lancz & Associates
Ohio
$103M -$10.8M -9% 141
GWL
4858
Generations Wealth LLC
Ohio
$103M +$5.26M +5% 30
VCM
4859
Vavra Capital Management
Pennsylvania
$103M +$1.06M +1% 24
1CPL
4860
1015 Capital Partners, LLC
Pennsylvania
$103M +$1.03M +1% 641
FEM
4861
Fulcrum Equity Management
Texas
$103M -$1.76M -2% 152
PCM
4862
Park Capital Management
Wisconsin
$103M -$37M -27% 99
ES
4863
ETF Store
Kansas
$103M +$4.65M +5% 104
PWM
4864
Platt Wealth Management
California
$103M +$1.69M +2% 50
VFM
4865
Vision Financial Markets
Connecticut
$102M +$4.49M +5% 440
CIM
4866
Courant Investment Management
Tennessee
$102M -$8.19M -7% 7
F8IS
4867
Figure 8 Investment Strategies
Idaho
$102M -$9.92M -9% 64
HWA
4868
HighRoad Wealth Advisors
Oregon
$102M -$2.35M -2% 38
RHCA
4869
Rosenthal Henry Capital Advisors
Indiana
$102M -$5.72M -5% 42
LIC
4870
Laurus Investment Counsel
Canada
$102M -$20.7M -17% 46
IOOF
4871
Independent Order of Foresters
Ontario, Canada
$102M -$69.9M -41% 2
BAM
4872
Broyhill Asset Management
North Carolina
$102M -$11.7M -10% 87
BU
4873
Brown University
Rhode Island
$102M -$40.7M -29% 12
OFP
4874
OFC Financial Planning
New Jersey
$102M -$3.57M -3% 56
WWA
4875
Wisconsin Wealth Advisors
Wisconsin
$102M -$383K -0.4% 87