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, 2,450 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
FFP
1776
Forbes Financial Planning
Rhode Island
$173M +$2.05M +1% 38
PDN
1777
Pensionfund DSM Netherlands
Netherlands
$173M +$21M +14% 77
SCA
1778
Sander Capital Advisors
Washington
$173M -$37.3M -18% 12
SCM
1779
Saxony Capital Management
Missouri
$172M +$9.21M +6% 182
SWM
1780
Salvus Wealth Management
New Jersey
$172M -$6.88M -4% 142
AIG
1781
Abbington Investment Group
Connecticut
$172M +$25.5M +17% 51
WF
1782
Williams Financial
Vermont
$172M -$1.05M -0.6% 25
MSRI
1783
Michael S. Ryan Inc
New York
$172M -$1.1M -0.6% 57
FRA
1784
FFG Retirement Advisors
Colorado
$172M +$10.5M +7% 46
SG
1785
Stephens Group
Arkansas
$172M -$13.9M -8% 4
SFA
1786
Salus Financial Advisors
Colorado
$171M +$4.64M +3% 36
OPF
1787
Old Peak Finance
North Carolina
$171M +$9.22M +6% 90
BFG
1788
Birch Financial Group
New Hampshire
$171M -$4.19M -2% 144
IJWM
1789
Inman Jager Wealth Management
Mississippi
$171M +$7.81M +5% 84
TIA
1790
Trust Investment Advisors
Indiana
$171M -$16.9M -9% 96
EIM
1791
Ervin Investment Management
Washington
$171M -$7.73M -4% 48
DWM
1792
Defined Wealth Management
Oregon
$171M -$2.74M -2% 112
BAM
1793
Byrne Asset Management
New Jersey
$171M -$10.5M -6% 626
LFWA
1794
LBJ Family Wealth Advisors
Texas
$171M -$11.2M -6% 29
AWA
1795
Argo Wealth Advisory
Virginia
$170M +$3.22M +2% 52
SRB
1796
Shotwell Rutter Baer
Michigan
$170M +$3.65M +2% 39
HF
1797
Holcombe Financial
Georgia
$170M +$10.9M +7% 52
CF
1798
Cyr Financial
Illinois
$170M +$9.55M +6% 61
FPH
1799
Financial Planning Hawaii
Hawaii
$170M -$3.98M -2% 130
AFS
1800
AFG Fiduciary Services
Massachusetts
$169M +$2.47M +1% 97