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
BMWM
2176
Brown Miller Wealth Management
Virginia
$352M -$10.1M -3% 205
VRL
2177
Vision Retirement, LLC
New Jersey
$352M -$21.5M -6% 698
CC
2178
Cypress Capital
Tennessee
$351M -$5.79M -2% 101
CGFA
2179
Colton Groome Financial Advisors
North Carolina
$351M +$2.4M +0.7% 145
TFA
2180
Trinity Financial Advisors
Ohio
$351M -$6.38M -2% 97
LWMM
2181
Legacy Wealth Management (Mississippi)
Mississippi
$351M -$23.7M -6% 115
SMC
2182
Spider Management Company
Virginia
$351M +$126M +56% 6
SC
2183
Steph & Co
Wisconsin
$351M +$3.58M +1% 323
HA
2184
Hamel Associates
New Jersey
$351M +$18.8M +6% 85
HIA
2185
HTG Investment Advisors
Connecticut
$350M +$25M +8% 86
UB
2186
Umpqua Bank
Oregon
$350M -$9.57M -3% 162
SL
2187
SWMG LLC
Texas
$350M -$10M -3% 134
WMP
2188
Wealth Management Partners
Arizona
$350M -$342K -0.1% 157
RFS
2189
Retirement Financial Solutions
Tennessee
$350M +$8.19M +2% 56
WFA
2190
Websterrogers Financial Advisors
South Carolina
$350M +$5.09M +1% 100
PCM
2191
Pennsylvania Capital Management
Pennsylvania
$349M -$15.9M -4% 117
SA
2192
SRH Advisors
Kansas
$349M +$2.16M +0.6% 304
CCM
2193
Carmel Capital Management
California
$349M +$19.2M +6% 25
IWMA
2194
Ironwood Wealth Management (Arizona)
Arizona
$349M +$8.58M +3% 47
CCMI
2195
Creative Capital Management Investments
California
$348M +$17.1M +5% 354
LAM
2196
LOM Asset Management
$348M +$2.7M +0.8% 282
AWA
2197
Argos Wealth Advisors
California
$348M -$24.5M -7% 225
GCP
2198
Gill Capital Partners
Colorado
$348M +$17.8M +5% 701
SCM
2199
Seascape Capital Management
New Hampshire
$347M -$4.47M -1% 94
SAM
2200
Shikiar Asset Management
New York
$347M -$54.8M -14% 110