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, 4,833 funds (~55%) 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
UWP
1751
Uniting Wealth Partners
Kansas
$470M +$143M +44% 214
CWA
1752
CM Wealth Advisors
Ohio
$470M +$27M +6% 151
AHL
1753
Abel Hall LLC
Louisiana
$469M +$41.3M +10% 991
KDA
1754
Kraft Davis & Associates
Missouri
$469M +$23.2M +5% 171
AIC
1755
Archer Investment Corporation
Indiana
$469M +$25.8M +6% 1,317
RGC
1756
Regents Gate Capital
United Kingdom
$469M +$157M +50% 51
MGB
1757
Mass General Brigham
Massachusetts
$469M -$341M -42% 7
VAMG
1758
Voisard Asset Management Group
Michigan
$469M +$5.54M +1% 110
APA
1759
Astoria Portfolio Advisors
New York
$468M +$28.5M +6% 312
LN
1760
Lightrock Netherlands
Netherlands
$468M -$14.2M -3% 39
VCM
1761
Verde Capital Management
Michigan
$468M -$1.24M -0.3% 74
LS
1762
Liquid Strategies
Georgia
$465M +$6.09M +1% 9
RIG
1763
Renaissance Investment Group
Massachusetts
$465M -$30.9M -6% 84
CIC
1764
Canal Insurance Company
South Carolina
$465M +$52.8M +13% 76
RAA
1765
RWC Asset Advisors
Florida
$464M -$63.5M -12% 15
CPWM
1766
Cypress Point Wealth Management
Texas
$464M +$6.11M +1% 132
DI
1767
DDFG Inc
California
$464M +$7.2M +2% 90
CAG
1768
Curtis Advisory Group
California
$464M -$12.8M -3% 122
DF
1769
DecisionPoint Financial
Arizona
$464M +$9.4M +2% 742
WWM
1770
Wiser Wealth Management
Georgia
$464M +$14M +3% 61
FNBTCON
1771
First National Bank & Trust Co of Newtown
Pennsylvania
$464M -$81.9M -15% 148
SHWM
1772
Smith & Howard Wealth Management
Georgia
$462M +$25.4M +6% 91
SWMG
1773
Sanchez Wealth Management Group
Florida
$462M -$5.25M -1% 53
RPSA
1774
Richard P. Slaughter Associates
Texas
$462M -$14.8M -3% 112
CRWM
1775
Castle Rock Wealth Management
California
$462M -$611K -0.1% 274