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, 2,440 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
CPA
1876
Compass Planning Associates
Massachusetts
$156M +$12M +8% 31
IWA
1877
Invera Wealth Advisors
Oregon
$156M -$2.45M -2% 102
AIS
1878
Accredited Investor Services
Minnesota
$156M +$4.82M +3% 83
WCM
1879
Winebrenner Capital Management
Kentucky
$156M +$5.66M +4% 146
ACA
1880
Adirondack Capital Advisors
New York
$156M +$6.99M +5% 45
HCWM
1881
Hidden Cove Wealth Management
Washington
$156M +$1.15M +0.7% 127
DWM
1882
DeLarme Wealth Management
California
$155M +$14.4M +10% 67
CC
1883
Capstone Capital
Nevada
$155M +$1.35M +0.9% 22
RPGNY
1884
Retirement Planning Group (New York)
New York
$155M +$8.59M +6% 95
FFWM
1885
Future Financial Wealth Management
Ohio
$155M +$6.53M +4% 133
LFA
1886
Legend Financial Advisors
Pennsylvania
$155M -$10M -6% 41
AF
1887
AtlasMark Financial
Texas
$155M $0 0% 47
ECA
1888
Elevate Capital Advisors
Colorado
$155M +$3.42M +2% 88
DWM
1889
DecisionMap Wealth Management
Virginia
$155M -$7.67M -5% 142
ADMI
1890
Albert D. Mason Inc
Massachusetts
$154M +$2.53M +2% 146
AIFAIM
1891
American Institute for Advanced Investment Management
Arizona
$154M -$1.23M -0.8% 158
PWC
1892
Pathfinder Wealth Consulting
North Carolina
$154M -$4.1M -3% 177
SI
1893
Stonekeep Investments
New Mexico
$154M -$2.14M -1% 70
NL
1894
NDWM LLC
California
$154M +$3.08M +2% 38
NWM
1895
Nova Wealth Management
Florida
$154M +$7.65M +5% 650
PPF
1896
Pacific Park Financial
California
$153M -$6.98M -4% 78
BCI
1897
Blue Capital Inc
Nebraska
$153M +$12.8M +9% 122
WGS
1898
Washington Growth Strategies
District of Columbia
$153M -$1.61M -1% 60
OCM
1899
Orser Capital Management
Texas
$153M -$24M -14% 55
SH
1900
SeaTown Holdings
Singapore
$153M -$19.7M -11% 22