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
RFA
601
RTD Financial Advisors
Pennsylvania
$814M -$5.81M -0.7% 118
TFM
602
TFC Financial Management
Massachusetts
$812M +$14.3M +2% 1,070
BBI
603
Baxter Bros Inc
Connecticut
$810M -$54.1M -6% 175
IPW
604
Impact Partnership Wealth
Georgia
$810M +$29.9M +4% 453
PFA
605
Pathway Financial Advisors
Vermont
$808M +$12.3M +2% 150
UAG
606
United Advisor Group
Ohio
$807M +$28.3M +4% 529
JBA
607
Johnson Bixby & Associates
Washington
$806M -$312K -0% 130
FEG
608
Financial Enhancement Group
Indiana
$806M +$37.2M +5% 149
OC
609
Oarsman Capital
Wisconsin
$805M +$35.7M +5% 257
EA
610
Emerald Advisors
Washington
$805M +$70.4M +10% 125
OWA
611
One Wealth Advisors
California
$803M -$15.4M -2% 329
FC
612
Financial Consulate
Maryland
$803M +$71.2M +10% 1,508
IWA
613
Inspirion Wealth Advisors
Illinois
$803M -$14.2M -2% 184
NW
614
Naviter Wealth
Arkansas
$801M +$34.3M +4% 288
CHC
615
City Holding Co
West Virginia
$800M -$13M -2% 598
KCPG
616
Kavar Capital Partners Group
Kansas
$798M +$73M +10% 221
JPWM
617
Jamison Private Wealth Management
Georgia
$798M -$5.24M -0.7% 223
BIM
618
Barton Investment Management
Pennsylvania
$797M -$131M -14% 56
CWP
619
Curated Wealth Partners
California
$794M -$132M -14% 255
VCM
620
Vision Capital Management
Oregon
$792M -$37.7M -5% 153
PWM
621
Parkway Wealth Management
Texas
$791M +$45.1M +6% 148
RBC
622
Roble Belko & Company
Pennsylvania
$787M +$23.4M +3% 529
LSPW
623
Lake Street Private Wealth
Illinois
$785M -$32M -4% 298
CPBTD
624
Central Pacific Bank - Trust Division
Hawaii
$784M -$31.8M -4% 926
MO
625
McMillan Office
Michigan
$782M -$49.2M -6% 508