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, 7,659 funds (~87%) 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
APW
7051
Axim Planning & Wealth
Ohio
$82.1M -$11.8M -13% 92
KL
7052
Khall LLC
California
$82M -$4.74M -5% 1
FWS
7053
FinDec Wealth Services
California
$81.8M -$11.5M -12% 32
FRIHG
7054
Fund Resources Investment Holding Group
$81.7M -$21.1M -21% 1
AGFVA
7055
Accel Growth Fund V Associates
California
$81.7M -$43.8M -35% 2
SHCM
7056
Stone House Capital Management
Florida
$81.5M +$1.37M +2% 2
WP
7057
Walleye Partners
Wisconsin
$81.4M -$8.58M -10% 64
KFP
7058
Kerr Financial Planning
California
$81.4M +$7.41M +10% 545
QM
7059
QVIDTVM Management
Texas
$81.4M -$7.01M -8% 16
SPW
7060
Sonoma Private Wealth
California
$81.2M -$1.59M -2% 75
RTC
7061
Riverview Trust Company
Washington
$81.2M -$1.86M -2% 230
MWVC
7062
Morgens Waterfall Vintiadis & Co
New York
$81.2M -$55.4M -41% 26
SWP
7063
Significant Wealth Partners
Illinois
$81.2M -$8.5M -9% 116
BCM
7064
Beaumont Capital Management
Massachusetts
$81M -$69.1K -0.1% 45
FF
7065
Formulate Financial
Florida
$81M -$4.32M -5% 30
FWM
7066
FSR Wealth Management
Illinois
$80.8M -$4.31M -5% 46
AM
7067
Ampfield Management
New York
$80.8M +$14.1M +21% 6
HM
7068
HCEP Management
Hong Kong
$80.7M -$41.9M -34% 5
GCM
7069
Glaxis Capital Management
Florida
$79.9M +$21.5M +37% 56
ELM
7070
Elite Life Management
Florida
$79.9M +$18.2M +30% 60
TIAAOA
7071
Teachers Insurance & Annuity Association of America
New York
$79.7M -$5.38M -6% 99
CSMC
7072
Children's Medical Center
Massachusetts
$79.7M -$9.04M -10% 1
KC
7073
Kize Capital
New York
$79.6M -$5.13M -6% 6
CA
7074
Centennial Advisors
Texas
$78.6M +$1.64M +2% 98
SWR
7075
Spahn Wealth & Retirement
Arizona
$78.6M -$82.6M -51% 41