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, 2,849 funds (~33%) 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
TW
526
TritonPoint Wealth
Maryland
$934M -$52.3M -5% 288
FPI
527
Financial Plan Inc
Washington
$933M +$61.9M +7% 104
MFT
528
Moisand Fitzgerald Tamayo
Florida
$930M +$45M +5% 529
OBWG
529
Onyx Bridge Wealth Group
New York
$930M -$10.1M -1% 391
DPW
530
DiNuzzo Private Wealth
Pennsylvania
$928M +$8.89M +1% 1,388
BCM
531
Bronte Capital Management
Australia
$928M -$29M -3% 51
GFG
532
Goldstone Financial Group
Illinois
$922M +$24.7M +3% 237
AIA
533
AssuredPartners Investment Advisors
Florida
$919M +$247M +37% 437
WDA
534
Wendell David Associates
New Hampshire
$919M -$65.4M -7% 153
TIAM
535
TT International Asset Management
United Kingdom
$916M +$442M +93% 62
GSWM
536
Golden State Wealth Management
California
$915M -$32M -3% 1,742
CWMK
537
Caliber Wealth Management (Kansas)
Kansas
$914M -$15.4M -2% 282
TFA
538
Toth Financial Advisory
Virginia
$911M -$9.03M -1% 1,033
NAM
539
NTV Asset Management
West Virginia
$910M -$34.5M -4% 324
HIC
540
Harvey Investment Company
Kentucky
$909M -$29.7M -3% 99
AHT
541
Amanah Holdings Trust
$908M +$225M +33% 20
RWA
542
Redhawk Wealth Advisors
Minnesota
$906M +$14M +2% 431
AHB
543
Abner Herrman & Brock
New Jersey
$905M -$74.3M -8% 120
SWM
544
Sendero Wealth Management
Texas
$904M +$2.01M +0.2% 218
SWM
545
Stockman Wealth Management
Montana
$903M +$47.4M +6% 192
GA
546
Goldstein Advisors
Wisconsin
$900M +$22.5M +3% 244
TFA
547
Teamwork Financial Advisors
Texas
$900M -$38.4M -4% 198
BWP
548
Barlow Wealth Partners
Kentucky
$900M -$26.5M -3% 144
IWS
549
Insight Wealth Strategies
California
$896M +$23.6M +3% 188
FMP
550
Financial Management Professionals
Texas
$892M -$78M -8% 1,038