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
LW
2101
Lauer Wealth
Indiana
$125M -$6.88M -5% 65
MSK
2102
Melissa S. Kampmann
$125M -$10.6M -8% 43
CNTOF
2103
Canandaigua National Trust of Florida
New York
$125M -$35.3M -22% 139
SJGA
2104
Stephen J. Garry & Associates
New York
$124M -$1.74M -1% 54
VWM
2105
Vigil Wealth Management
Florida
$124M +$3.46M +3% 80
FLFS
2106
Family Legacy Financial Solutions
North Carolina
$124M -$6M -5% 54
PRTG
2107
Post Resch Tallon Group
New York
$124M +$5.31M +4% 125
UFA
2108
Uptown Financial Advisors
Texas
$124M +$6.23M +5% 78
RHDIC
2109
R.H. Dinel Investment Counsel
California
$124M -$12.8M -9% 41
KFG
2110
Kropog Financial Group
Louisiana
$123M -$6.01M -5% 36
AT
2111
Adelphi Trust
Florida
$123M +$367K +0.3% 112
CWD
2112
Clarity Wealth Development
Oregon
$123M +$4.31M +4% 47
LCG
2113
Lakeshore Capital Group
Illinois
$123M -$2.46M -2% 78
SG
2114
Sankala Group
Colorado
$122M -$2.63M -2% 581
FFG
2115
First Financial Group
North Carolina
$122M +$4.94M +4% 80
SB
2116
Semitam Bonam
New York
$122M +$2.3M +2% 47
AWM
2117
Athena Wealth Management
Nevada
$122M +$19.3M +19% 121
TFS
2118
Targeted Financial Services
Florida
$122M +$5.84M +5% 55
PWM
2119
Peak Wealth Management
New Hampshire
$122M +$2.24M +2% 56
BJF
2120
Blue Jean Financial
New York
$121M -$1.79M -1% 96
AFC
2121
Avise Financial Cooperative
California
$121M +$9.87M +9% 108
FWA
2122
Fulcrum Wealth Advisors
Washington
$121M -$792K -0.7% 77
MW
2123
Merited Wealth
Florida
$121M +$12.8M +12% 301
MWM
2124
MFG Wealth Management
Indiana
$121M -$7.74M -6% 75
PA
2125
Prosperity Advisers
Pennsylvania
$120M -$809K -0.7% 41