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, 2,641 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
FP
1201
Fiduciary Planning
Florida
$331M +$1.61M +0.5% 80
ICP
1202
Impact Capital Partners
Colorado
$331M -$6.64M -2% 290
PWM
1203
Provident Wealth Management
Tennessee
$331M -$7.01M -2% 140
HP
1204
HT Partners
Connecticut
$330M -$6.1M -2% 57
QFA
1205
Quattro Financial Advisors
Texas
$330M -$4.81M -1% 94
GWMT
1206
Guardian Wealth Management (Tennessee)
Tennessee
$330M +$14.2M +5% 30
AP
1207
Anchyra Partners
Georgia
$330M +$3.48M +1% 287
BPWM
1208
BCS Private Wealth Management
New Jersey
$329M +$36.4M +12% 203
C1AG
1209
Client 1st Advisory Group
Florida
$329M +$9.78M +3% 150
SM
1210
Sensible Money
Arizona
$329M +$15.6M +5% 90
CWA
1211
CJM Wealth Advisers
Virginia
$328M -$6M -2% 76
FS
1212
Ferguson Shapiro
Georgia
$328M +$3.32M +1% 103
WIC
1213
WealthBridge Investment Counsel
Alberta, Canada
$328M -$5.7M -2% 43
AIM
1214
Aspen Investment Management
Michigan
$327M -$4.78M -1% 181
JAM
1215
JCIC Asset Management
Ontario, Canada
$326M -$401K -0.1% 121
RWM
1216
Reston Wealth Management
Virginia
$326M -$423K -0.1% 67
VC
1217
Veery Capital
Delaware
$326M +$267K +0.1% 102
ST
1218
Somerset Trust
Pennsylvania
$326M -$814K -0.2% 185
CPC
1219
Congress Park Capital
New York
$326M -$9.21M -3% 139
BWAM
1220
Boyd Watterson Asset Management
Ohio
$326M -$20.8M -6% 425
VSI
1221
Verde Servicos Internacionais
Brazil
$326M +$14.2M +5% 49
SFMG
1222
Sage Financial Management Group
Virginia
$325M -$2.03M -0.6% 59
OFA
1223
Oak Family Advisors
Illinois
$324M -$1.94M -0.6% 110
2L
1224
25 LLC
Missouri
$324M +$9.32M +3% 74
OAP
1225
One Advisory Partners
Kansas
$324M -$7.19M -2% 79