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
SFP
2251
Sterling Financial Planning
New Jersey
$337M +$5.45M +2% 123
FIM
2252
Freedom Investment Management
Connecticut
$337M -$6.97M -2% 122
IWN
2253
Independent Wealth Network
Iowa
$337M +$9.21M +3% 344
CFCI
2254
Comprehensive Financial Consultants Institutional
Indiana
$337M +$5.53M +2% 199
TH
2255
Team Hewins
California
$337M +$26.2M +8% 42
WWM
2256
WT Wealth Management
Arizona
$336M -$11.4M -3% 153
LFP
2257
Leeward Financial Partners
Washington
$336M -$19.6M -5% 100
S
2258
Sanofi
France
$336M +$25.5M +8% 9
KA
2259
Kooman & Associates
Pennsylvania
$335M -$2.67M -0.8% 54
LI
2260
LifeWealth Investments
Florida
$335M +$19.3M +6% 169
HVP
2261
Hudson Value Partners
Florida
$335M -$262K -0.1% 113
VWA
2262
VSM Wealth Advisory
Maryland
$335M +$1.87M +0.6% 527
RWI
2263
Red Wave Investments
Pennsylvania
$335M -$1.56M -0.5% 123
PCS
2264
Private Client Services
Kentucky
$334M +$14.5M +5% 231
BWM
2265
Baron Wealth Management
Michigan
$334M +$9.91M +3% 303
PHWM
2266
Pine Harbor Wealth Management
Maryland
$334M +$8M +2% 112
CA
2267
Claris Advisors
Missouri
$334M +$6.03M +2% 72
SCA
2268
Sandy Cove Advisors
Massachusetts
$334M -$3.54M -1% 153
PMA
2269
Prudent Man Advisors
Illinois
$334M +$59.2M +22% 142
VFIC
2270
Valley Forge Investment Consultants
Pennsylvania
$334M -$10.2M -3% 87
TFG
2271
Tilson Financial Group
New Jersey
$333M +$8.26M +3% 84
HPM
2272
Hoxton Planning & Management
West Virginia
$333M -$1.25M -0.4% 233
IFA
2273
Independence Financial Advisors
New Hampshire
$333M -$30.6M -8% 57
ACM
2274
Aurdan Capital Management
Pennsylvania
$333M +$8.91M +3% 90
WCM
2275
Westend Capital Management
California
$333M -$23.7M -7% 284