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, 2,568 funds (~29%) 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
OWM
2451
Omnitrust Wealth Management
Florida
$77.2M -$1.46M -2% 74
DCA
2452
DB&C Advisors
Michigan
$77M -$2.77M -3% 71
PBT
2453
Pictet Bank & Trust
Bahamas
$76.1M -$7.31M -9% 35
HSPW
2454
Harrison Street Private Wealth
Colorado
$75.5M 21
MWM
2455
Meadowbrook Wealth Management
New York
$75.5M -$12.2M -14% 78
LC
2456
Luminist Capital
Michigan
$75.3M -$5.88M -7% 308
HAS
2457
Holland Advisory Services
Florida
$74.6M +$536K +0.7% 49
WWP
2458
Wise Wealth Partners
Arizona
$73.9M +$4.19M +6% 54
RL
2459
Retireful LLC
Michigan
$71M -$8.74M -11% 129
WG
2460
WMS Group
Louisiana
$68.8M -$9.86M -13% 59
CLP
2461
Charis Legacy Partners
Texas
$68.4M +$617K +0.9% 27
MA
2462
McGrath & Associates
North Carolina
$68M -$2.47M -4% 43
MAMU
2463
Myriad Asset Management US
Florida
$66.7M +$6.97M +12% 67
PA
2464
ProCore Advisors
California
$65.2M -$32.3M -33% 99
JC
2465
JCSD Capital
California
$64.2M -$8.08M -11% 34
JWBC
2466
John W. Brooker & Co
California
$63.5M +$7.6M +14% 68
PCA
2467
PMV Capital Advisers
Texas
$59.3M +$4.37M +8% 152
SA
2468
SL Advisors
New Jersey
$59.1M +$10.2M +21% 32
QWM
2469
QP Wealth Management
New Jersey
$58.4M -$55.1M -49% 118
TFIAP
2470
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$56.2M +$9.17M +20% 39
LFG
2471
Lockerman Financial Group
California
$55.6M +$3.43M +7% 91
AAM
2472
Alken Asset Management
United Kingdom
$55.5M -$5.79M -9% 45
BWA
2473
Bestgate Wealth Advisors
Maryland
$55.4M -$1.46M -3% 53
NFA
2474
Northwest Financial Advisors
Virginia
$51.8M +$3.2M +7% 76
GIM
2475
Groesbeck Investment Management
New Jersey
$51.3M -$1.66M -3% 96