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
AFA
2126
Amicus Financial Advisors
Texas
$363M +$4.4M +1% 95
RC
2127
Reik & Co
New York
$363M -$1.04M -0.3% 56
RWM
2128
Revisor Wealth Management
Ohio
$362M -$11.4M -3% 360
AAMA
2129
Advanced Asset Management Advisors
Ohio
$362M -$4.22M -1% 83
BHBT
2130
Burke & Herbert Bank & Trust
Virginia
$362M -$157K -0% 241
CAP
2131
Cordoba Advisory Partners
New York
$362M -$42.8M -11% 156
EWM
2132
Elmwood Wealth Management
California
$362M +$45M +14% 191
BFWA
2133
Benchmark Financial Wealth Advisors
Florida
$361M +$12.7M +4% 142
OFP
2134
OLIO Financial Planning
Virginia
$361M +$4.47M +1% 73
PPG
2135
Peak Planning Group
Colorado
$361M +$4.15M +1% 123
VWM
2136
VCI Wealth Management
Missouri
$361M +$1.03M +0.3% 137
DWAM
2137
Duncan Williams Asset Management
Tennessee
$361M -$41.8M -10% 176
PWM
2138
Proathlete Wealth Management
Florida
$361M -$6.2M -2% 320
SWM
2139
SK Wealth Management
Rhode Island
$360M +$1.79M +0.5% 80
TWD
2140
True Wealth Design
Ohio
$360M +$19.3M +6% 2,839
WIP
2141
WealthCare Investment Partners
Rhode Island
$360M +$17.2M +5% 195
BWM
2142
BNC Wealth Management
Oregon
$360M -$29.6M -8% 122
LC
2143
Legacy CG
Texas
$360M +$2.81M +0.8% 51
SIMC
2144
Squire Investment Management Company
Utah
$360M +$29.3M +9% 78
XWM
2145
Xcel Wealth Management
Florida
$360M -$30.8M -8% 148
ACM
2146
Arcataur Capital Management
Wisconsin
$359M +$10.1M +3% 107
SSW
2147
Stone Summit Wealth
Florida
$359M -$9.36M -3% 145
CFP
2148
Cypress Financial Planning
New Jersey
$359M +$1.12M +0.3% 110
LSWP
2149
Liberty Square Wealth Partners
Pennsylvania
$358M +$7.82M +2% 148
BDFN
2150
Bond & Devick Financial Network
Minnesota
$358M +$3.31M +0.9% 197