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
VAM
1526
Verity Asset Management
North Carolina
$238M +$5.44M +2% 264
SI
1527
SimpliFi Inc
California
$238M +$1.79M +0.8% 43
RTL
1528
Red Tortoise LLC
Georgia
$238M +$5.18M +2% 619
I
1529
InvesTrust
Oklahoma
$238M -$20.6M -8% 94
GGI
1530
GPM Growth Investors
Michigan
$238M -$18.8M -7% 45
AIM
1531
Archer Investment Management
Texas
$238M +$51.8M +28% 143
VAF
1532
Values Added Financial
District of Columbia
$238M +$789K +0.3% 144
TS
1533
TradeWell Securities
Indiana
$237M -$19.7M -8% 53
OPOWM
1534
One Plus One Wealth Management
Florida
$237M +$20.3M +9% 107
AG
1535
ASO Group
$237M -$18.8M -7% 57
ICMM
1536
Integrated Capital Management (Michigan)
Michigan
$237M +$4.55M +2% 64
BCA
1537
Bayshore Capital Advisors
Florida
$237M +$36.7M +18% 44
GFP
1538
Guardian Financial Partners
California
$237M -$230K -0.1% 70
MAWAG
1539
Mid-American Wealth Advisory Group
Missouri
$237M $0 0% 55
BWM
1540
Boyd Wealth Management
California
$236M +$658K +0.3% 51
SWM
1541
StoneCrest Wealth Management
Arizona
$236M -$11.4M -5% 77
JWWM
1542
Johnson & White Wealth Management
Pennsylvania
$236M +$6.57M +3% 113
SWA
1543
Sightline Wealth Advisors
Connecticut
$236M +$1.68M +0.7% 100
FF
1544
Foundry Financial
California
$236M +$45.7M +24% 78
AFM
1545
Armstrong Fleming & Moore
District of Columbia
$236M +$19.1M +9% 112
AA
1546
ACT Advisors
North Carolina
$235M -$18.5M -7% 82
ECP
1547
Elemental Capital Partners
California
$235M +$46.9M +25% 13
RGC
1548
Rubicon Global Capital
United Kingdom
$235M -$143M -38% 11
CWA
1549
Clarus Wealth Advisors
Arizona
$235M -$6.71M -3% 101
MFG
1550
Midwest Financial Group
Kansas
$234M +$8.14M +4% 129