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
KFA
2001
Kelleher Financial Advisors
New York
$395M -$40.9M -9% 791
RBCM
2002
Raub Brock Capital Management
California
$395M -$54M -12% 44
ZCPL
2003
Z3 Capital Partners, LLC
Virginia
$395M -$21.4M -5% 199
PP
2004
Prosperity Planning
Missouri
$395M +$12.3M +3% 114
VIM
2005
VELA Investment Management
Ohio
$394M +$22.4M +6% 158
PFM
2006
Peak Financial Management
Massachusetts
$394M +$6.17M +2% 103
RWA
2007
Roberts Wealth Advisors
California
$394M +$10.7M +3% 113
ASW
2008
Astoria Strategic Wealth
Texas
$394M -$3.41M -0.9% 37
T
2009
Tidemark
California
$393M +$41.6M +12% 926
IAG
2010
Investment Advisory Group
Massachusetts
$393M +$4.7M +1% 201
OP
2011
Oldfield Partners
United Kingdom
$393M +$40.6M +12% 20
AC
2012
Arjuna Capital
North Carolina
$393M -$14.9M -4% 116
ERP
2013
Eldred Rock Partners
Texas
$393M +$7.49M +2% 33
HFM
2014
Hartford Financial Management
Connecticut
$392M +$7.54M +2% 359
WSC
2015
Wellington Shields & Co
New York
$392M -$13M -3% 342
SB
2016
Sunflower Bank
Texas
$392M -$4.51M -1% 161
LFA
2017
Level Financial Advisors
New York
$392M +$13.8M +4% 97
BCM
2018
Boltwood Capital Management
California
$392M +$7.51M +2% 187
CSPIA
2019
Cary Street Partners Investment Advisory
Virginia
$392M +$20.9M +6% 728
BAM
2020
BOS Asset Management
Illinois
$392M +$17.9M +5% 209
MA
2021
Mezzasalma Advisors
New Jersey
$391M -$24.9M -6% 171
S
2022
SimplyRich
California
$391M +$8.54M +2% 239
WSWA
2023
Warren Street Wealth Advisors
California
$391M +$42.9M +12% 143
HWP
2024
Highline Wealth Partners
California
$391M +$35.3M +10% 1,397
5NPW
2025
55 North Private Wealth
Florida
$391M +$11.1M +3% 228