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
RFN
1976
RDA Financial Network
Iowa
$400M -$15.7M -4% 293
MAG
1977
Mokosak Advisory Group
Iowa
$399M +$1.02M +0.3% 39
OCPWS
1978
One Charles Private Wealth Services
Massachusetts
$399M +$12.4M +3% 178
MCM
1979
Monument Capital Management
Virginia
$399M -$2.86M -0.7% 250
LWPC
1980
Legacy Wealth Partners (Colorado)
Colorado
$399M +$12.6M +3% 203
PNFS
1981
PW Nova Financial Services
Pennsylvania
$399M +$135M +51% 194
NC
1982
NovaPoint Capital
Georgia
$399M +$10.3M +3% 81
FFG
1983
Fortem Financial Group
California
$399M +$24.4M +7% 184
BA
1984
Bard Associates
Illinois
$398M +$9M +2% 306
THL
1985
Tillman Hartley LLC
Colorado
$398M -$91.6K -0% 94
MHC
1986
May Hill Capital
Massachusetts
$398M +$27.3M +7% 238
BWM
1987
BCGM Wealth Management
Indiana
$398M +$6.25M +2% 185
LWM
1988
LongView Wealth Management
Georgia
$398M -$16M -4% 267
SC
1989
Searle & Co
Connecticut
$398M +$10.1M +3% 199
KFG
1990
Kelly Financial Group
Connecticut
$398M +$4.24M +1% 102
TA
1991
TrueWealth Advisors
Alabama
$398M +$11.4M +3% 251
ECA
1992
Elevated Capital Advisors
Utah
$397M -$31.7M -7% 889
TPWA
1993
Twin Peaks Wealth Advisors
California
$397M +$53.9M +16% 2,369
RH
1994
RFG Holdings
Texas
$397M -$1.85M -0.5% 71
LCG
1995
Lisanti Capital Growth
New York
$397M -$25.2M -6% 154
GF
1996
Gray Foundation
New York
$397M -$1.78M -0.4% 11
NL
1997
Navalign LLC
California
$396M -$11M -3% 512
LL
1998
LPWM LLC
Minnesota
$396M -$96.1K -0% 98
LSA
1999
Lansing Street Advisors
Pennsylvania
$396M +$7.62M +2% 165
PWA
2000
PCG Wealth Advisors
Kansas
$395M +$42.1M +12% 175