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, 2,603 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
DA
1501
Dover Advisors
Virginia
$242M -$16.4M -6% 169
FWM
1502
FMB Wealth Management
California
$242M -$11.7M -5% 92
TPF
1503
Tribridge Partners Financial
Maryland
$242M +$3.28M +1% 81
BCA
1504
Ballentine Capital Advisors
South Carolina
$242M +$4.14M +2% 27
PWS
1505
Physician Wealth Solutions
Nevada
$242M +$5.78M +2% 45
SIM
1506
Sherborne Investors Management
New York
$241M -$142M -37% 1
OFA
1507
Onyx Financial Advisors
Idaho
$241M +$4.95M +2% 18
MWM
1508
MBE Wealth Management
Wisconsin
$241M +$1.91M +0.8% 145
DJC
1509
Daily Journal Corp
California
$241M -$36M -13% 4
FF
1510
Foronjy Financial
California
$241M +$1.06M +0.4% 105
CWA
1511
Carolina Wealth Advisors
South Carolina
$240M +$15.8M +7% 340
QFW
1512
QTR Family Wealth
Florida
$240M +$13M +6% 324
BRG
1513
Bay Rivers Group
Virginia
$240M -$7.21M -3% 111
MFG
1514
Mainsail Financial Group
Washington
$240M -$369K -0.2% 64
TI
1515
TTP Investments
California
$240M -$66.2M -22% 51
WFA
1516
WMG Financial Advisors
Tennessee
$240M -$3.03M -1% 118
SP
1517
SmartHarvest Portfolios
Washington
$240M -$48M -17% 435
MLA
1518
MB, Levis & Associates
Pennsylvania
$240M +$2.13M +0.9% 256
GCM
1519
Gunderson Capital Management
South Carolina
$239M +$17.3M +8% 65
M
1520
MYeCFO
California
$239M +$3.41M +1% 69
FWP
1521
Forefront Wealth Partners
Texas
$239M +$27.7M +13% 171
JCFM
1522
JBR Co Financial Management
Oklahoma
$239M $0 0% 120
TGIA
1523
Torrey Growth & Income Advisors
California
$239M -$48.9M -17% 117
GCA
1524
Genesee Capital Advisors
New York
$239M -$9.84M -4% 140
WAN
1525
Wealth Advisors Northwest
Oregon
$238M +$12.9M +6% 58