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, 2,424 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
CCA
1976
Cottonwood Capital Advisors
Utah
$142M +$1.52M +1% 91
SH
1977
SLT Holdings
Arizona
$142M -$8.26M -6% 158
NA
1978
Networth Advisors
Pennsylvania
$141M +$5.98M +4% 448
HFAS
1979
Hummer Financial Advisory Services
Illinois
$141M -$95.4K -0.1% 129
SFG
1980
Shum Financial Group
California
$141M +$2.6M +2% 93
PR
1981
PSP Research
Pennsylvania
$141M +$26.9M +24% 105
LAIC
1982
Lederer & Associates Investment Counsel
California
$141M -$7.79M -5% 88
API
1983
Asset Planning Inc
California
$141M -$1.64M -1% 310
MQWP
1984
Morey & Quinn Wealth Partners
Nebraska
$141M +$1.32M +1% 139
OWM
1985
Orca Wealth Management
Florida
$141M +$899K +0.6% 71
APW
1986
Aurora Private Wealth
New Jersey
$140M -$11.7M -8% 173
PFW
1987
Petros Family Wealth
Minnesota
$140M -$9.91M -7% 156
RC
1988
Rexford Capital
Texas
$140M +$8M +6% 325
HLA
1989
Hamilton Lane Advisors
Pennsylvania
$140M -$41.6M -23% 28
GIM
1990
Guild Investment Management
California
$140M +$5.1M +4% 60
CCP
1991
Crocodile Capital Partners
Germany
$140M -$27.5M -16% 15
SFC
1992
Summit Financial Consulting
Michigan
$140M +$1.99M +1% 48
RW
1993
Ridgeline Wealth
Arizona
$140M -$4.59M -3% 55
RWM
1994
Rolek Wealth Management
Pennsylvania
$139M -$6.45M -4% 23
WFP
1995
Welch Financial Planning
Colorado
$139M +$1.77M +1% 70
MSA
1996
Marathon Strategic Advisors
Pennsylvania
$139M +$8.09M +6% 52
CFWMA
1997
Center for Wealth Management Advisory
Ohio
$139M +$3.19M +2% 69
GA
1998
GraniteShares Advisors
New York
$139M -$25.8M -16% 90
DWM
1999
DKM Wealth Management
California
$139M +$4.64M +3% 78
PWM
2000
PMG Wealth Management
Illinois
$139M +$2.21M +2% 62