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, 2,568 funds (~29%) 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
FPN
1551
Financial Planning Navigators
Minnesota
$228M +$10.3M +5% 52
USB
1552
Union Savings Bank
Connecticut
$228M -$2.72M -1% 329
FIA
1553
FNY Investment Advisers
New York
$228M -$124M -35% 1,167
EWS
1554
Eagle Wealth Strategies
New Jersey
$228M +$13.3M +6% 123
APSI
1555
Asset Planning Services Inc
Louisiana
$228M +$1.7M +0.8% 35
HFA
1556
Hippocratic Financial Advisors
California
$228M +$11.1M +5% 34
FAM
1557
Forte Asset Management
New York
$228M +$7.65M +3% 79
FF
1558
Financial Futures
New Jersey
$228M +$11.9M +6% 79
EI
1559
eCIO Inc
Wisconsin
$228M +$12.9M +6% 195
CFC
1560
Client First Capital
California
$227M -$6.67M -3% 30
GSF
1561
Grove Street Fiduciary
New Hampshire
$227M -$12.2M -5% 79
HHWM
1562
Hiley Hunt Wealth Management
Nebraska
$227M +$3.25M +1% 52
GAM
1563
GEM Asset Management
Michigan
$227M +$2.2M +1% 113
CCP
1564
Cane Capital Partners
Louisiana
$227M -$11.7M -5% 141
BTIM
1565
BancFirst Trust & Investment Management
Oklahoma
$226M -$16.2M -7% 42
HFS
1566
Horizon Financial Services
North Carolina
$226M +$6.48M +3% 439
EA
1567
Ergawealth Advisors
Illinois
$226M +$8.83M +4% 59
RF
1568
Robbins Farley
New Hampshire
$226M +$5.39M +2% 150
PFA
1569
Peak Financial Advisors
Colorado
$226M +$3.25M +1% 100
HFO
1570
Heritage Family Offices
Arizona
$225M +$5.45M +2% 244
BCFD
1571
Boit C.F. David
$225M -$6.09M -3% 120
KGP
1572
Keystone Global Partners
Colorado
$225M -$2.05M -0.9% 59
WR
1573
WD Rutherford
Oregon
$225M -$14.2M -6% 81
AWM
1574
Altus Wealth Management
Kentucky
$225M -$6.98M -3% 30
FCM
1575
Family Capital Management
Michigan
$225M -$220K -0.1% 107