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
ODA
2051
One Degree Advisors
California
$381M +$17.4M +5% 75
CPWA
2052
Cerro Pacific Wealth Advisors
California
$381M +$10.3M +3% 170
PWMG
2053
Private Wealth Management Group
New Jersey
$381M +$6.43M +2% 1,571
AWA
2054
Aquire Wealth Advisors
Utah
$380M -$4.02M -1% 51
MW
2055
Marks Wealth
Maryland
$380M +$81.4M +27% 22
BCFS
2056
Butensky & Cohen Financial Security
Florida
$380M +$10.3M +3% 98
MC
2057
Muhlenkamp & Co
Pennsylvania
$380M +$7.97M +2% 30
AC
2058
Attestor Capital
Cayman Islands
$380M +$168M +79% 10
RWA
2059
Rooted Wealth Advisors
Illinois
$379M +$23.8M +7% 149
CSWG
2060
Cardinal Strategic Wealth Guidance
Kentucky
$379M -$3.46M -0.9% 65
BP
2061
BWM Planning
Texas
$379M +$4.88M +1% 98
KFS
2062
Kurt F. Somerville
$379M -$211M -36% 107
MLFP
2063
MPS Loria Financial Planners
Illinois
$379M -$10M -3% 90
FW
2064
Fairway Wealth
Ohio
$379M +$8.17M +2% 273
PIM
2065
Progressive Investment Management
Oregon
$379M -$39.2M -9% 63
HFA
2066
Highland Financial Advisors
New Jersey
$379M +$18M +5% 73
LFGO
2067
Legacy Financial Group (Oklahoma)
Oklahoma
$378M -$3M -0.8% 96
MBFW
2068
Morton Brown Family Wealth
Pennsylvania
$378M +$11.2M +3% 304
AWC
2069
Adamsbrown Wealth Consultants
Kansas
$378M +$19.1M +5% 144
IFS
2070
Ifrah Financial Services
Arkansas
$378M -$11.1M -3% 214
CCA
2071
Cadent Capital Advisors
Oklahoma
$378M -$467K -0.1% 214
VIP
2072
Vista Investment Partners
Oklahoma
$378M -$2.96M -0.8% 180
T
2073
TrueFG
Texas
$377M +$4.59M +1% 72
EFP
2074
EnRich Financial Partners
Wisconsin
$377M +$10.2M +3% 64
HH
2075
HWG Holdings
Texas
$377M -$33.5M -8% 66