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
SCM
1476
Stonehearth Capital Management
Massachusetts
$252M -$17.8M -7% 103
MFP
1477
Meramec Financial Planners
Missouri
$252M -$4.45M -2% 554
SLA
1478
Silver Lake Advisory
Utah
$252M -$5.81M -2% 108
IWP
1479
Invenio Wealth Partners
Florida
$252M -$17.3M -6% 100
WIA
1480
Wetzel Investment Advisors
Indiana
$252M +$4.58M +2% 136
VWM
1481
Vermillion Wealth Management
Minnesota
$251M +$7.22M +3% 1,580
BAM
1482
Bayshore Asset Management
Florida
$251M +$6.22M +3% 41
QCIG
1483
Quad-Cities Investment Group
Iowa
$251M +$8.51M +4% 206
PF
1484
Parker Financial
Washington
$250M +$3.72M +2% 38
BIA
1485
Bigelow Investment Advisors
Maine
$250M -$6.22M -2% 157
EB
1486
Emprise Bank
Kansas
$249M +$8.52M +4% 114
BWM
1487
Buska Wealth Management
Wisconsin
$249M -$21.7M -8% 82
DWM
1488
Dopkins Wealth Management
New York
$249M +$4.11M +2% 95
FGG
1489
Financial Guidance Group
Florida
$249M +$4.36M +2% 90
TWM
1490
Tumwater Wealth Management
Idaho
$249M +$3.27M +1% 37
DRS
1491
Deane Retirement Strategies
Louisiana
$249M +$6.9M +3% 85
DFG
1492
Dupree Financial Group
Kentucky
$248M -$26M -9% 86
FIG
1493
FSA Investment Group
Florida
$248M +$84.4M +51% 51
AAG
1494
Avalon Advisory Group
Pennsylvania
$248M +$2.79M +1% 13
TW
1495
Towerpoint Wealth
California
$248M -$4.75M -2% 98
NF
1496
NavPoint Financial
Minnesota
$247M +$13.3M +6% 75
VWM
1497
Vivid Wealth Management
Iowa
$247M -$10.2M -4% 73
FA
1498
FF Advisors
California
$247M +$22.3M +10% 122
IAM
1499
Iridian Asset Management
Connecticut
$247M -$24.9M -9% 48
VP
1500
Verisail Partners
Georgia
$246M +$3.02M +1% 26