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
CFO
2301
Capitol Family Office
Oregon
$84.7M $0 0% 48
SRC
2302
Samson Rock Capital
United Kingdom
$84.3M +$23M +38% 4
DM
2303
Delphi Management
Massachusetts
$83.6M -$19.1M -19% 84
WAG
2304
Wiser Advisor Group
Arizona
$82.7M -$4.72M -5% 240
FRIHG
2305
Fund Resources Investment Holding Group
$81.7M -$21.1M -21% 1
WP
2306
Walleye Partners
Wisconsin
$81.4M -$8.58M -10% 64
SWP
2307
Significant Wealth Partners
Illinois
$81.2M -$8.5M -9% 116
AM
2308
Ampfield Management
New York
$80.8M +$14.1M +21% 6
CA
2309
Centennial Advisors
Texas
$78.6M +$1.64M +2% 98
SWM
2310
Stapp Wealth Management
Washington
$78.3M +$675K +0.9% 36
YIM
2311
Yoffe Investment Management
Pennsylvania
$78.1M -$279K -0.4% 114
OWM
2312
Omnitrust Wealth Management
Florida
$77.2M -$1.46M -2% 74
DCA
2313
DB&C Advisors
Michigan
$77M -$2.77M -3% 71
PBT
2314
Pictet Bank & Trust
Bahamas
$76.1M -$7.31M -9% 35
HSPW
2315
Harrison Street Private Wealth
Colorado
$75.5M 21
MWM
2316
Meadowbrook Wealth Management
New York
$75.5M -$12.2M -14% 78
LC
2317
Luminist Capital
Michigan
$75.3M -$5.88M -7% 308
HAS
2318
Holland Advisory Services
Florida
$74.6M +$536K +0.7% 49
WWP
2319
Wise Wealth Partners
Arizona
$73.9M +$4.19M +6% 54
RL
2320
Retireful LLC
Michigan
$71M -$8.74M -11% 129
WG
2321
WMS Group
Louisiana
$68.8M -$9.86M -13% 59
CLP
2322
Charis Legacy Partners
Texas
$68.4M +$617K +0.9% 27
MA
2323
McGrath & Associates
North Carolina
$68M -$2.47M -4% 43
MAMU
2324
Myriad Asset Management US
Florida
$66.7M +$6.97M +12% 67
PA
2325
ProCore Advisors
California
$65.2M -$32.3M -33% 99