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, 3,958 funds (~45%) 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
RZH
751
Relyea Zuckerberg Hanson
Connecticut
$995M +$4.59M +0.5% 284
CFG
752
Cooper Financial Group
California
$989M +$49.7M +5% 453
AAM
753
Azzad Asset Management
Virginia
$989M -$30.5M -3% 357
PCI
754
Planning Center Inc
Illinois
$987M +$7.8M +0.8% 80
RA
755
Rodgers & Associates
Pennsylvania
$982M -$5.38M -0.5% 111
MVM
756
Medicxi Ventures Management
Jersey
$982M +$147M +18% 5
HHAA
757
Henry H. Armstrong Associates
Pennsylvania
$981M -$95.3M -9% 62
MFWP
758
Mosaic Family Wealth Partners
Missouri
$977M +$65.8M +7% 293
PE
759
PSG Equity
Massachusetts
$977M -$58.1M -6% 1
BMM
760
Berkshire Money Management
Massachusetts
$976M -$71.8M -7% 136
US
761
UNICOM Systems
Nevada
$976M -$47.2M -5% 33
VFM
762
Viking Fund Management
North Dakota
$976M +$113M +13% 153
SGK
763
Steigerwald Gordon & Koch
Virginia
$974M -$67.7M -6% 950
B
764
Bensler
Washington
$969M -$29.9M -3% 206
RCIM
765
Red Cedar Investment Management
Michigan
$965M +$38.8M +4% 96
HWA
766
HCR Wealth Advisors
California
$964M -$45.3M -4% 263
UWPG
767
Ullmann Wealth Partners Group
Florida
$963M +$2.42M +0.3% 160
MK
768
MASTERINVEST Kapitalanlage
$962M -$90.6M -9% 312
RDWM
769
Red Door Wealth Management
Tennessee
$961M +$361K +0% 317
JWM
770
JGP Wealth Management
Oregon
$961M +$1.88M +0.2% 244
GLLW
771
Graves Light Lenhart Wealth
Virginia
$961M +$18.1M +2% 199
CFFP
772
Center for Financial Planning
Michigan
$958M -$3.11M -0.3% 735
CISOA
773
Capital Investment Services of America
Wisconsin
$958M -$102M -10% 82
FWM
774
Focused Wealth Management
New York
$957M +$15.3M +2% 225
GA
775
GuoLine Advisory
Singapore
$956M -$132M -12% 24