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
EWA
2201
Eagle Wealth Advisors
Connecticut
$108M -$8.94M -8% 105
CCAL
2202
City Center Advisors LLC
Michigan
$108M -$497K -0.5% 187
NFTC
2203
North Forty Two & Co
Oregon
$108M +$2.2M +2% 98
VCWA
2204
Vanguard Capital Wealth Advisors
Colorado
$108M -$17M -14% 144
LSL
2205
Legacy Solutions LLC
Pennsylvania
$108M -$5.9M -5% 84
LC
2206
Lawood & Co
Pennsylvania
$108M +$2.2M +2% 95
HCG
2207
Haven Capital Group
California
$108M +$1.14M +1% 38
VWM
2208
Verus Wealth Management
Wisconsin
$108M +$402K +0.4% 50
2WWM
2209
21 West Wealth Management
California
$108M -$1.76M -2% 65
WG
2210
Wealth Group
North Carolina
$107M +$4.6M +4% 93
AFP
2211
Arnold Financial Planning
Iowa
$107M +$10M +10% 27
ACL
2212
APEIRON Capital Ltd
Hong Kong
$107M +$20.4M +24% 14
PCM
2213
Perkins Capital Management
Minnesota
$107M -$19.2M -15% 95
QFMHK
2214
Q Fund Management (Hong Kong)
$107M +$6.74K +0% 33
MFG
2215
Mann Financial Group
Minnesota
$106M +$2.83M +3% 31
PWA
2216
Portus Wealth Advisors
North Carolina
$106M +$223K +0.2% 568
MCRM
2217
Midway Capital Research & Management
Illinois
$106M +$3.45M +3% 117
CCMG
2218
Connecticut Capital Management Group
Connecticut
$106M +$1.39M +1% 119
AA
2219
Auctus Advisors
North Carolina
$105M -$3.09M -3% 29
ANBOT
2220
American National Bank of Texas
Texas
$105M +$826K +0.8% 61
AFG
2221
Artesa Financial Group
Texas
$105M +$7.73M +8% 57
WIM
2222
Waycross Investment Management
Washington
$105M -$9.03M -8% 50
CFCS
2223
CDM Financial Counseling Services
Connecticut
$105M -$2.13M -2% 82
FWM
2224
Forteris Wealth Management
New York
$104M +$2.88M +3% 72
SWM
2225
Stonebridge Wealth Management
Illinois
$104M -$1.52M -1% 38