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, 2,477 funds (~28%) 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
SWIM
1701
Smallwood Wealth Investment Management
New Jersey
$190M -$1.31M -0.7% 546
FAG
1702
Financial Architects (Georgia)
Georgia
$190M +$3.66M +2% 30
LWP
1703
Laurel Wealth Planning
Minnesota
$190M +$9.1M +5% 60
FF
1704
Fortitude Financial
Washington
$189M +$71.1M +60% 41
PWM
1705
PTM Wealth Management
United States
$189M +$11.5M +6% 61
FCCM
1706
First City Capital Management
Georgia
$189M -$597K -0.3% 162
MFPI
1707
Midwest Financial Partners Investments
Minnesota
$189M +$8.61M +5% 78
GPWM
1708
Grant Private Wealth Management
California
$188M +$22.9M +14% 163
JKA
1709
Jones Kertz & Associates
Minnesota
$188M -$6.21M -3% 67
AWP
1710
Axis Wealth Partners
Rhode Island
$188M +$7.04M +4% 176
SA
1711
Sylvest Advisors
Texas
$188M +$595K +0.3% 77
EAM
1712
Everstar Asset Management
North Carolina
$188M +$1.36M +0.7% 212
IWAO
1713
Independence Wealth Advisors (Ohio)
Ohio
$188M +$9.83M +6% 95
DKCM
1714
Davidson Kahn Capital Management
California
$188M -$4.83M -3% 67
BWG
1715
Boomfish Wealth Group
Georgia
$187M +$231K +0.1% 93
FCB
1716
First County Bank
Connecticut
$187M -$3.66M -2% 175
HFS
1717
Hoge Financial Services
Pennsylvania
$187M +$1.29M +0.7% 76
WWM
1718
Whalen Wealth Management
Nevada
$187M +$383K +0.2% 236
LPCM
1719
Lynwood Price Capital Management
Texas
$186M -$19.4M -9% 14
GMFG
1720
Greater Midwest Financial Group
Minnesota
$186M +$7.19M +4% 71
HA
1721
Hofer & Associates
California
$186M -$2.67M -1% 67
MIM
1722
Merrion Investment Management
New Jersey
$186M +$400K +0.2% 115
KA
1723
Kearns & Associates
California
$186M -$7.7M -4% 41
EF
1724
Envision Financial
Wisconsin
$186M -$3.36M -2% 47
BFG
1725
Baron Financial Group
New Jersey
$185M -$1.1M -0.6% 57