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, 6,893 funds (~78%) 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
WS
2501
Wendel SE
$518M +$48.5M +10% 1
GFWA
2502
Grey Fox Wealth Advisors
Delaware
$518M +$29.5M +6% 143
LHC
2503
Lodge Hill Capital
New York
$518M -$11.4M -2% 26
AAM
2504
AR Asset Management
California
$517M +$27.8M +6% 123
RCI
2505
RS Crum Inc
California
$517M +$16.5M +3% 104
WP
2506
WealthPLAN Partners
Nebraska
$517M -$153M -23% 283
SC
2507
Schoolcraft Capital
Colorado
$516M +$1.56M +0.3% 67
WPA
2508
West Paces Advisors
Georgia
$516M -$821K -0.2% 213
SCP
2509
Sivia Capital Partners
California
$516M +$21.8M +4% 643
CA
2510
Cambridge Advisors
Nebraska
$515M -$10M -2% 182
MAC
2511
Mason & Associates (California)
California
$515M -$16.3M -3% 169
WAM
2512
Winslow Asset Management
Ohio
$515M -$27.5M -5% 82
SL
2513
Systelligence LLC
Minnesota
$514M -$10.9M -2% 69
AGC
2514
Aspen Grove Capital
Colorado
$514M -$62.5M -11% 220
TI
2515
TrueMark Investments
Illinois
$514M -$9.77M -2% 288
SEP
2516
Southland Equity Partners
Missouri
$513M +$6.38M +1% 282
MWM
2517
Mattern Wealth Management
Kansas
$513M -$6.61M -1% 166
KA
2518
Kozak & Associates
Colorado
$513M -$4.7M -0.9% 465
BBP
2519
Banco BTG Pactual
Brazil
$513M -$51.9M -9% 248
GA
2520
GoalVest Advisory
New York
$512M -$10.1M -2% 557
CMA
2521
Cedar Mountain Advisors
Oregon
$511M -$7.02M -1% 1,217
MWAM
2522
Manhattan West Asset Management
California
$511M +$22.6M +5% 155
AFG
2523
ABLE Financial Group
Arizona
$511M +$18.8M +4% 231
CTAF
2524
Call To Action Foundation
Utah
$511M -$23.6M -4% 1
BWP
2525
Bernardo Wealth Planning
Pennsylvania
$511M -$13.9M -3% 136