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
MFF
2001
Michels Family Financial
Texas
$139M +$2.54M +2% 142
CPC
2002
CFC Planning Company
Indiana
$139M +$8.6M +7% 84
WFG
2003
Wormser Freres Gestion
France
$139M -$37.5M -21% 44
CPW
2004
Cogent Private Wealth
Florida
$139M +$7.19M +5% 108
SWA
2005
Safir Wealth Advisors
New Hampshire
$138M -$4.35M -3% 20
PAM
2006
PartnerRe Asset Management
Connecticut
$138M -$1.45M -1% 2
PF
2007
Prota Financial
Texas
$138M -$842K -0.6% 72
PBRA
2008
Pine Brook Road Advisors
New York
$138M -$3.32M -2% 1
DFS
2009
Demming Financial Services
Ohio
$138M +$4.75M +4% 40
TC
2010
Trium Capital
United Kingdom
$138M +$9.05M +7% 87
DFG
2011
DiPaolo Financial Group
Florida
$137M +$43.5M +46% 45
PIA
2012
Polaris Investment Advisors
Massachusetts
$137M -$1.21M -0.9% 77
UA
2013
URS Advisory
Florida
$137M +$16.4M +14% 53
MAFA
2014
MJT & Associates Financial Advisory
Minnesota
$136M +$2.23M +2% 470
LFS
2015
Leibman Financial Services
Nebraska
$136M -$2.36M -2% 54
CTA
2016
Camelot Technology Advisors
California
$136M +$3.27M +2% 60
FCM
2017
Flagship Capital Management
Pennsylvania
$136M -$5.33M -4% 48
PHIC
2018
Pine Haven Investment Counsel
Massachusetts
$136M -$4.52M -3% 119
AIM
2019
Aurora Investment Managers
Florida
$136M -$40.5M -23% 49
GA
2020
Gagnon Advisors
New York
$136M -$21.6M -14% 25
MWA
2021
Muirfield Wealth Advisors
North Carolina
$136M -$379K -0.3% 84
AWA
2022
AGH Wealth Advisors
Kansas
$136M +$2.78M +2% 130
FCT
2023
First Community Trust
Iowa
$136M +$1.51M +1% 388
DCM
2024
Dorato Capital Management
Colorado
$135M +$2.19M +2% 261
LF
2025
LifePlan Financial
Minnesota
$135M +$4.92M +4% 88