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, 2,502 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
CSI
1676
Cross Staff Investments
New York
$197M +$15.9M +9% 137
GL
1677
Gildi lifeyrissjodur
$197M -$23.9M -11% 2
BF
1678
Brucke Financial
Indiana
$197M +$14.2M +8% 204
SF
1679
SWP Financial
California
$196M -$3.18M -2% 78
ACM
1680
AUA Capital Management
Pennsylvania
$196M -$3.68M -2% 83
YWM
1681
Yardley Wealth Management
Pennsylvania
$195M +$7.02M +4% 36
HAS
1682
Horizon Advisory Services
New York
$195M -$2.49M -1% 51
NWMP
1683
Noble Wealth Management PBC
Colorado
$195M -$4.01M -2% 648
TVWM
1684
Tower View Wealth Management
Wisconsin
$195M -$7.45M -4% 208
WC
1685
Wynn Capital
Georgia
$195M -$11.2M -5% 109
NLWP
1686
Next Level Wealth Planning
Idaho
$195M +$6.79M +4% 73
CFG
1687
Clayton Financial Group
Missouri
$195M -$1.45M -0.7% 641
CCP
1688
Cassia Capital Partners
North Carolina
$194M +$9.64M +5% 67
IA
1689
IFS Advisors
Kansas
$194M +$1.57M +0.8% 220
TVM
1690
True Vision MN
Minnesota
$194M -$2.87M -1% 129
O3W
1691
Omni 360 Wealth
New Jersey
$194M -$1.48M -0.8% 131
GITFIT
1692
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$194M -$11.8M -6% 146
RCF
1693
Rainwater Charitable Foundation
Texas
$194M +$24.2M +14% 4
VH
1694
VVR Holdings
Washington
$194M +$1.19M +0.6% 45
BWM
1695
BankPlus Wealth Management
Mississippi
$194M +$12.4M +7% 126
LAI
1696
Legal Advantage Investments
California
$194M -$22.5M -10% 91
BW
1697
BostonPremier Wealth
Massachusetts
$194M -$1.62M -0.8% 74
BWS
1698
Broadway Wealth Solutions
Texas
$193M +$6.15M +3% 100
WWC
1699
Waypoint Wealth Counsel
Georgia
$193M -$79.2M -29% 302
ACM
1700
Ayrshire Capital Management
Connecticut
$193M -$24.6M -11% 54