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, 4,833 funds (~55%) 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
TFM
1151
TFC Financial Management
Massachusetts
$812M +$14.3M +2% 1,070
PS
1152
Portfolio Strategies
New York
$811M -$52.6M -6% 77
BBI
1153
Baxter Bros Inc
Connecticut
$810M -$54.1M -6% 175
BWS
1154
Buck Wealth Strategies
Colorado
$810M +$22M +3% 187
IPW
1155
Impact Partnership Wealth
Georgia
$810M +$29.9M +4% 453
PFA
1156
Pathway Financial Advisors
Vermont
$808M +$12.3M +2% 150
UAG
1157
United Advisor Group
Ohio
$807M +$28.3M +4% 529
DWA
1158
Dorsey Wright & Associates
California
$807M +$344M +74% 187
SG
1159
Strid Group
Pennsylvania
$807M +$3.45M +0.4% 90
JBA
1160
Johnson Bixby & Associates
Washington
$806M -$312K -0% 130
FEG
1161
Financial Enhancement Group
Indiana
$806M +$37.2M +5% 149
FAM
1162
Flaharty Asset Management
Florida
$806M +$4.81M +0.6% 144
OC
1163
Oarsman Capital
Wisconsin
$805M +$35.7M +5% 257
EA
1164
Emerald Advisors
Washington
$805M +$70.4M +10% 125
CL
1165
CVFG LLC
Indiana
$804M +$658M +451% 240
LG
1166
LaFleur & Godfrey
Michigan
$803M -$22.6M -3% 147
OWA
1167
One Wealth Advisors
California
$803M -$15.4M -2% 329
FC
1168
Financial Consulate
Maryland
$803M +$71.2M +10% 1,508
IWA
1169
Inspirion Wealth Advisors
Illinois
$803M -$14.2M -2% 184
NW
1170
Naviter Wealth
Arkansas
$801M +$34.3M +4% 288
CHC
1171
City Holding Co
West Virginia
$800M -$13M -2% 598
KWMG
1172
King Wealth Management Group
Florida
$800M -$29.9M -4% 169
KCPG
1173
Kavar Capital Partners Group
Kansas
$798M +$73M +10% 221
JPWM
1174
Jamison Private Wealth Management
Georgia
$798M -$5.24M -0.7% 223
BIM
1175
Barton Investment Management
Pennsylvania
$797M -$131M -14% 56