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
WWMSC
2576
Wagner Wealth Management (South Carolina)
South Carolina
$495M +$24.7M +5% 281
SAS
2577
Stelac Advisory Services
New York
$494M +$211M +75% 172
CCT
2578
Chemung Canal Trust
New York
$494M -$11.1M -2% 116
LI
2579
Lafayette Investments
Maryland
$494M -$35.2M -7% 165
RP
2580
Rowlandmiller & Partners
Georgia
$493M -$24.9M -5% 198
SCA
2581
Scott Capital Advisors
Oregon
$493M +$41.8M +9% 58
BPIA
2582
Broad Peak Investment Advisers
Singapore
$493M -$65M -12% 29
FSA
2583
Financial Sense Advisors
California
$493M -$43.1M -8% 176
CWM
2584
Cranbrook Wealth Management
Michigan
$492M -$15.6M -3% 410
BZWA
2585
Blue Zone Wealth Advisors
California
$491M -$31.4M -6% 144
TCM
2586
Triumph Capital Management
Colorado
$491M +$28.4M +6% 1,906
PFA
2587
Professional Financial Advisors
Nebraska
$491M +$1.56M +0.3% 152
SIG
2588
Spinnaker Investment Group
California
$491M -$60.4M -11% 183
NYLIC
2589
New York Life Insurance Company
New York
$491M +$34.5M +8% 6
RPWA
2590
Regent Peak Wealth Advisors
Georgia
$490M -$16.9M -3% 213
MA
2591
Mudita Advisors
United Kingdom
$490M +$27.3M +6% 29
IP
2592
Intellectus Partners
California
$490M -$27.4M -5% 311
AIC
2593
Ayalon Insurance Company
Israel
$490M +$77.5M +19% 61
EAM
2594
Exane Asset Management
France
$489M +$13.9M +3% 46
KMWM
2595
Keudell/Morrison Wealth Management
Oregon
$489M +$13.1M +3% 259
ACM
2596
AIGH Capital Management
Maryland
$488M +$150M +44% 50
CIM
2597
Contravisory Investment Management
Massachusetts
$488M -$16.7M -3% 436
MHR
2598
Matthew Hamilton Rosenberg
$488M +$5.22M +1% 822
ACA
2599
Ackerman Capital Advisors
Texas
$488M -$10.3M -2% 127
KCM
2600
Kendall Capital Management
Maryland
$488M +$9.91M +2% 243