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, 2,725 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
SHWM
926
Smith & Howard Wealth Management
Georgia
$462M +$25.4M +6% 91
RPSA
927
Richard P. Slaughter Associates
Texas
$462M -$14.8M -3% 112
CRWM
928
Castle Rock Wealth Management
California
$462M -$611K -0.1% 274
TLP
929
Trinity Legacy Partners
Texas
$462M +$25.9M +6% 109
DI
930
DAGCO Inc
Ohio
$461M +$28.4M +7% 391
BIG
931
Builder Investment Group
Georgia
$461M -$2.08M -0.4% 106
WCM
932
Weaver Capital Management
Georgia
$460M -$12.3M -3% 187
VAS
933
Valicenti Advisory Services
New York
$459M -$19M -4% 86
OCM
934
Olstein Capital Management
New York
$458M -$29.5M -6% 103
MFS
935
Madrona Financial Services
Washington
$457M -$11.1M -2% 136
TCMP
936
Thrive Capital Management (Pennsylvania)
Pennsylvania
$456M +$7.3M +2% 184
TPWM
937
Twelve Points Wealth Management
Massachusetts
$455M +$10.4M +2% 211
BIA
938
Barry Investment Advisors
Massachusetts
$454M +$4.35M +1% 109
PCA
939
Peddock Capital Advisors
Massachusetts
$453M -$23.8M -5% 170
WFPG
940
Waller Financial Planning Group
Ohio
$453M +$2.72M +0.6% 78
BWM
941
Bulltick Wealth Management
Florida
$453M -$17.9M -4% 162
WFM
942
Wolff Financial Management
Michigan
$453M +$7.89M +2% 104
BF
943
Blankinship & Foster
California
$452M -$10.4M -2% 80
WWM
944
Waterway Wealth Management
Texas
$452M +$10.4M +2% 99
ESB
945
Essex Savings Bank
Connecticut
$452M -$9.38M -2% 324
LFG
946
Leverty Financial Group
Wisconsin
$452M +$33.9M +8% 52
EGA
947
E&G Advisors
Texas
$449M +$2.07M +0.5% 245
NL
948
NVWM LLC
Pennsylvania
$449M -$10.4M -2% 804
CWAG
949
Compton Wealth Advisory Group
Virginia
$449M -$8.53M -2% 85
WAS
950
Wealth Advisory Solutions
Indiana
$449M +$19.8M +5% 158