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, 3,988 funds (~46%) 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
CFFP
776
Center for Financial Planning
Michigan
$958M -$3.11M -0.3% 735
CISOA
777
Capital Investment Services of America
Wisconsin
$958M -$102M -10% 82
FWM
778
Focused Wealth Management
New York
$957M +$15.3M +2% 225
GA
779
GuoLine Advisory
Singapore
$956M -$132M -12% 24
IP
780
Isthmus Partners
Wisconsin
$953M +$52.8M +6% 232
IC
781
Inscription Capital
Texas
$951M -$22.8M -2% 814
DSAM
782
Dock Street Asset Management
Florida
$951M -$141M -13% 61
SWGC
783
Summit Wealth Group (Colorado)
Colorado
$950M +$196M +26% 353
DWS
784
Discipline Wealth Solutions
South Carolina
$950M +$410M +76% 199
CFO
785
CVA Family Office
Colorado
$950M +$80.2M +9% 1,882
HAS
786
HBW Advisory Services
California
$949M +$28.5M +3% 480
VSQM
787
V-Square Quantitative Management
Illinois
$946M -$16.1M -2% 749
GWWM
788
Great Waters Wealth Management
Minnesota
$945M +$35.9M +4% 124
PWA
789
Provenance Wealth Advisors
Florida
$945M +$42.2M +5% 439
HTIM
790
Harbour Trust & Investment Management
Indiana
$943M -$37.5M -4% 162
MPMG
791
Minneapolis Portfolio Management Group
Minnesota
$942M +$63.6M +7% 34
CM
792
Columbus Macro
Pennsylvania
$936M +$22.8M +2% 211
BST
793
Bath Savings Trust
Maine
$936M -$65.8M -7% 175
IF
794
Intrua Financial
Texas
$936M +$24.6M +3% 483
SWM
795
SeaCrest Wealth Management
New York
$935M -$53.2M -5% 681
LJAC
796
L.J. Altfest & Co
New York
$935M +$21.3M +2% 388
TW
797
TritonPoint Wealth
Maryland
$934M -$52.3M -5% 288
FPI
798
Financial Plan Inc
Washington
$933M +$61.9M +7% 104
MFT
799
Moisand Fitzgerald Tamayo
Florida
$930M +$45M +5% 529
OBWG
800
Onyx Bridge Wealth Group
New York
$930M -$10.1M -1% 391