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, 7,438 funds (~85%) 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
WAG
6851
Wiser Advisor Group
Arizona
$82.7M -$4.72M -5% 240
FLC
6852
Fifth Lane Capital
Texas
$82.3M -$2.5M -3% 129
APW
6853
Axim Planning & Wealth
Ohio
$82.1M -$11.8M -13% 92
KL
6854
Khall LLC
California
$82M -$4.74M -5% 1
FWS
6855
FinDec Wealth Services
California
$81.8M -$11.5M -12% 32
FRIHG
6856
Fund Resources Investment Holding Group
$81.7M -$21.1M -21% 1
AGFVA
6857
Accel Growth Fund V Associates
California
$81.7M -$43.8M -35% 2
WP
6858
Walleye Partners
Wisconsin
$81.4M -$8.58M -10% 64
KFP
6859
Kerr Financial Planning
California
$81.4M +$7.41M +10% 545
RTC
6860
Riverview Trust Company
Washington
$81.2M -$1.86M -2% 230
MWVC
6861
Morgens Waterfall Vintiadis & Co
New York
$81.2M -$55.4M -41% 26
SWP
6862
Significant Wealth Partners
Illinois
$81.2M -$8.5M -9% 116
BCM
6863
Beaumont Capital Management
Massachusetts
$81M -$69.1K -0.1% 45
FF
6864
Formulate Financial
Florida
$81M -$4.32M -5% 30
FWM
6865
FSR Wealth Management
Illinois
$80.8M -$4.31M -5% 46
AM
6866
Ampfield Management
New York
$80.8M +$14.1M +21% 6
HM
6867
HCEP Management
Hong Kong
$80.7M -$41.9M -34% 5
GCM
6868
Glaxis Capital Management
Florida
$79.9M +$21.5M +37% 56
ELM
6869
Elite Life Management
Florida
$79.9M +$18.2M +30% 60
TIAAOA
6870
Teachers Insurance & Annuity Association of America
New York
$79.7M -$5.38M -6% 99
CSMC
6871
Children's Medical Center
Massachusetts
$79.7M -$9.04M -10% 1
KC
6872
Kize Capital
New York
$79.6M -$5.13M -6% 6
CA
6873
Centennial Advisors
Texas
$78.6M +$1.64M +2% 98
SWR
6874
Spahn Wealth & Retirement
Arizona
$78.6M -$82.6M -51% 41
TPM
6875
Totem Point Management
New York
$78.4M -$21.9M -22% 22