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, 2,739 funds (~31%) 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
GFWA
851
Grey Fox Wealth Advisors
Delaware
$518M +$29.5M +6% 143
RCI
852
RS Crum Inc
California
$517M +$16.5M +3% 104
CA
853
Cambridge Advisors
Nebraska
$515M -$10M -2% 182
SL
854
Systelligence LLC
Minnesota
$514M -$10.9M -2% 69
TI
855
TrueMark Investments
Illinois
$514M -$9.77M -2% 288
SEP
856
Southland Equity Partners
Missouri
$513M +$6.38M +1% 282
MWM
857
Mattern Wealth Management
Kansas
$513M -$6.61M -1% 166
KA
858
Kozak & Associates
Colorado
$513M -$4.7M -0.9% 465
GA
859
GoalVest Advisory
New York
$512M -$10.1M -2% 557
AFG
860
ABLE Financial Group
Arizona
$511M +$18.8M +4% 231
BWP
861
Bernardo Wealth Planning
Pennsylvania
$511M -$13.9M -3% 136
B
862
BetterWealth
California
$510M +$71.2M +16% 86
HPC
863
Hobart Private Capital
North Carolina
$509M -$3.71M -0.7% 146
MWA
864
MFA Wealth Advisors
Pennsylvania
$508M +$35M +7% 94
BC
865
Bricktown Capital
Michigan
$508M -$86.1M -15% 32
SOAMC
866
Spirit of America Management Corp
New York
$507M +$35M +7% 312
MWP
867
Moller Wealth Partners
$507M +$29M +6% 71
BRCM
868
Bright Rock Capital Management
Massachusetts
$506M -$2.78M -0.5% 83
MIM
869
Manitou Investment Management
Ontario, Canada
$506M -$65.1M -11% 57
CBTWT
870
Community Bank & Trust (Waco, Texas)
Texas
$505M +$17.4M +4% 164
III
871
Independent Investors Inc
New York
$504M -$34.6M -6% 71
TCM
872
Tradewinds Capital Management
Washington
$504M +$29.4M +6% 754
SPP
873
Single Point Partners
Massachusetts
$503M -$3.21M -0.6% 90
WMWM
874
Whitaker-Myers Wealth Managers
Ohio
$502M +$22.3M +5% 125
SWA
875
Serenus Wealth Advisors
California
$501M -$15.2M -3% 77