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
GVCM
2076
Global View Capital Management
Wisconsin
$377M -$160M -30% 167
SCA
2077
St. Clair Advisors
Ohio
$376M -$11.7M -3% 84
LWA
2078
Lifelong Wealth Advisors
Minnesota
$375M -$1.19M -0.3% 92
PA
2079
Prism Advisors
California
$375M -$561K -0.1% 83
KFP
2080
Keystone Financial Planning
Ohio
$374M +$29.6M +9% 45
SPWM
2081
Straight Path Wealth Management
Michigan
$374M +$3.47M +0.9% 137
AWM
2082
Able Wealth Management
New Jersey
$374M +$57.9M +18% 147
CAG
2083
Compass Advisory Group
New York
$374M +$3.6M +1% 88
OCM
2084
Once Capital Management
New York
$374M -$23M -6% 24
WBC
2085
West Branch Capital
Massachusetts
$373M -$14.6M -4% 437
LWMNY
2086
Landmark Wealth Management (New York)
New York
$373M +$112M +43% 149
FDS
2087
Freedom Day Solutions
Texas
$373M +$4.68M +1% 104
MWM
2088
Mindset Wealth Management
Indiana
$372M -$8.98M -2% 198
SC
2089
Saybrook Capital
North Carolina
$371M -$30.3M -8% 43
PAA
2090
Peregrine Asset Advisers
Oregon
$371M +$17.1M +5% 202
PC
2091
Prevatt Capital
Bahamas
$371M +$25.3M +7% 13
PA
2092
Paragon Advisors
Texas
$371M +$2.72M +0.7% 88
RBWA
2093
RFG - Bristol Wealth Advisors
Massachusetts
$371M +$11.6M +3% 189
AM
2094
Atwater Malick
Pennsylvania
$370M +$7.53M +2% 99
CWM
2095
Capital Wealth Management
Rhode Island
$370M +$60M +19% 38
EC
2096
EdgeRock Capital
Colorado
$370M -$6.24M -2% 141
MWP
2097
Meredith Wealth Planning
Illinois
$369M +$33.2M +10% 73
IMA
2098
Investment Management Associates
Colorado
$369M +$11.4M +3% 32
AWM
2099
Atticus Wealth Management
Florida
$369M -$36M -9% 206
CWM
2100
CCG Wealth Management
California
$369M +$136M +58% 139