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
RW
1376
Rede Wealth
Virginia
$278M -$9.73M -3% 112
CWA
1377
Centerline Wealth Advisors
Kentucky
$278M +$1.81M +0.7% 76
RWM
1378
RBA Wealth Management
California
$278M -$17.5M -6% 98
MRI
1379
Mad River Investors
Massachusetts
$277M +$57.7M +26% 34
HJIM
1380
Henry James International Management
New York
$277M -$40.4M -13% 96
TAP
1381
Tounjian Advisory Partners
Florida
$277M -$18.4M -6% 157
IAA
1382
Independence Asset Advisors
Pennsylvania
$277M +$95.2M +52% 25
TLA
1383
Tanglewood Legacy Advisors
Texas
$276M +$10.1M +4% 273
FOA
1384
Five Oceans Advisors
California
$276M -$6.57M -2% 204
AWMNH
1385
Arcadia Wealth Management (New Hampshire)
New Hampshire
$276M +$7.57M +3% 69
FA
1386
Flagstar Advisors
New York
$276M -$22.5M -8% 189
VIA
1387
Victrix Investment Advisors
Florida
$275M +$17.2M +7% 114
MP
1388
Maestria Partners
Georgia
$274M -$67.3M -20% 18
BWM
1389
BKM Wealth Management
Wisconsin
$274M +$350K +0.1% 153
SWM
1390
Shrier Wealth Management
California
$274M +$19.7M +8% 134
FF
1391
Fluent Financial
Texas
$273M +$10.9M +4% 64
BE
1392
Bonness Enterprises
District of Columbia
$273M -$16.6M -6% 39
FWP
1393
Firethorn Wealth Partners
Georgia
$273M +$5.36M +2% 204
RMP
1394
Richards, Merrill & Peterson
Washington
$273M +$11.7M +4% 295
TWM
1395
Trinity Wealth Management
Pennsylvania
$272M +$813K +0.3% 74
SIM
1396
Sims Investment Management
Ohio
$272M -$10.8M -4% 45
BLAM
1397
Bourne Lent Asset Management
New York
$272M -$29.4M -10% 65
FG
1398
Franchise GP
$272M +$183M +206% 38
RAM
1399
RJA Asset Management
Connecticut
$272M -$10.7M -4% 4
LCC
1400
Lincoln Capital Corp
Rhode Island
$272M -$9.82M -3% 112