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
AFGAS
2551
Allegiance Financial Group Advisory Services
Virginia
$503M +$27M +6% 219
SPP
2552
Single Point Partners
Massachusetts
$503M -$3.21M -0.6% 90
ACM
2553
Altrius Capital Management
North Carolina
$503M +$30.7M +7% 89
NB
2554
Northwest Bancshares
Pennsylvania
$502M -$15M -3% 178
MWP
2555
MYCIO Wealth Partners
Pennsylvania
$502M +$18.7M +4% 49
WMWM
2556
Whitaker-Myers Wealth Managers
Ohio
$502M +$22.3M +5% 125
PRP
2557
Peak Retirement Planning
Ohio
$501M +$74.4M +17% 166
HP
2558
Holistic Planning
Texas
$501M +$32.3M +7% 311
SWA
2559
Serenus Wealth Advisors
California
$501M -$15.2M -3% 77
MCCP
2560
Mission Creek Capital Partners
California
$501M +$6M +1% 239
AA
2561
Auxano Advisors
Washington
$501M -$5.14M -1% 207
DAC
2562
Dividend Assets Capital
South Carolina
$501M -$22M -4% 146
HSG
2563
Helen Stephens Group
Texas
$501M +$25.1M +5% 133
CWM
2564
Centric Wealth Management
Illinois
$501M +$27.5M +6% 213
PWP
2565
Precedent Wealth Partners
Texas
$500M +$22.8M +5% 178
MIP
2566
Marietta Investment Partners
Wisconsin
$499M -$4.24M -0.8% 173
PPC
2567
Park Place Capital
Alabama
$499M +$18.3M +4% 887
HIC
2568
Holderness Investments Company
North Carolina
$498M +$6.3M +1% 266
SWM
2569
Scissortail Wealth Management
Oklahoma
$498M +$59.1M +13% 121
FFIC
2570
First Fiduciary Investment Counsel
Ohio
$497M -$18.7M -4% 73
WCMN
2571
Westchester Capital Management (Nebraska)
Nebraska
$497M +$12.8M +3% 45
TGAM
2572
TBH Global Asset Management
Tennessee
$497M -$103M -17% 293
TAA
2573
Turiya Advisors Asia
Hong Kong
$496M -$157M -24% 6
NHT
2574
New Hampshire Trust
New Hampshire
$496M -$18M -4% 175
CH
2575
Canton Hathaway
Rhode Island
$496M -$23M -4% 293