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, 2,654 funds (~30%) 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
RWA
1076
Rooted Wealth Advisors
Illinois
$379M +$23.8M +7% 149
CSWG
1077
Cardinal Strategic Wealth Guidance
Kentucky
$379M -$3.46M -0.9% 65
BP
1078
BWM Planning
Texas
$379M +$4.88M +1% 98
FW
1079
Fairway Wealth
Ohio
$379M +$8.17M +2% 273
HFA
1080
Highland Financial Advisors
New Jersey
$379M +$18M +5% 73
LFGO
1081
Legacy Financial Group (Oklahoma)
Oklahoma
$378M -$3M -0.8% 96
MBFW
1082
Morton Brown Family Wealth
Pennsylvania
$378M +$11.2M +3% 304
AWC
1083
Adamsbrown Wealth Consultants
Kansas
$378M +$19.1M +5% 144
IFS
1084
Ifrah Financial Services
Arkansas
$378M -$11.1M -3% 214
CCA
1085
Cadent Capital Advisors
Oklahoma
$378M -$467K -0.1% 214
VIP
1086
Vista Investment Partners
Oklahoma
$378M -$2.96M -0.8% 180
T
1087
TrueFG
Texas
$377M +$4.59M +1% 72
SCA
1088
St. Clair Advisors
Ohio
$376M -$11.7M -3% 84
LWA
1089
Lifelong Wealth Advisors
Minnesota
$375M -$1.19M -0.3% 92
PA
1090
Prism Advisors
California
$375M -$561K -0.1% 83
KFP
1091
Keystone Financial Planning
Ohio
$374M +$29.6M +9% 45
SPWM
1092
Straight Path Wealth Management
Michigan
$374M +$3.47M +0.9% 137
AWM
1093
Able Wealth Management
New Jersey
$374M +$57.9M +18% 147
CAG
1094
Compass Advisory Group
New York
$374M +$3.6M +1% 88
WBC
1095
West Branch Capital
Massachusetts
$373M -$14.6M -4% 437
MWM
1096
Mindset Wealth Management
Indiana
$372M -$8.98M -2% 198
PAA
1097
Peregrine Asset Advisers
Oregon
$371M +$17.1M +5% 202
PC
1098
Prevatt Capital
Bahamas
$371M +$25.3M +7% 13
AM
1099
Atwater Malick
Pennsylvania
$370M +$7.53M +2% 99
CWM
1100
Capital Wealth Management
Rhode Island
$370M +$60M +19% 38