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, 4,833 funds (~55%) 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
SFS
2626
Searcy Financial Services
Kansas
$270M -$171K -0.1% 29
AAMC
2627
Asset Allocation & Management Company
Illinois
$270M +$18.5M +7% 100
AA
2628
AJ Advisors
Tennessee
$270M -$1.3M -0.5% 36
TWM
2629
Triton Wealth Management
Arizona
$270M +$3.66M +1% 134
ML
2630
MTCO Ltd
$269M +$22.1M +9% 2
SIAS
2631
Summit Investment Advisory Services
Minnesota
$269M +$4.23M +2% 85
SCI
2632
Stableford Capital II
Arizona
$269M -$7.64M -3% 162
MCP
2633
Martin Capital Partners
Oregon
$269M +$3.25M +1% 72
HFP
2634
Holistic Financial Partners
Indiana
$269M -$6.73M -2% 152
SWAG
2635
Spectrum Wealth Advisory Group
California
$269M -$3.09M -1% 61
NF
2636
Nvest Financial
New Hampshire
$268M +$27.9M +12% 142
BWA
2637
BCU Wealth Advisors
Illinois
$268M +$6.91M +3% 64
WAM
2638
Worth Asset Management
Texas
$268M +$32.4M +14% 209
CCM
2639
Colorado Capital Management
Colorado
$268M +$1.84M +0.7% 110
AC
2640
Applied Capital
Arkansas
$268M +$8.04M +3% 56
PTEAP
2641
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$268M -$48.2M -15% 11
TWM
2642
TCFG Wealth Management
California
$267M +$11.5M +4% 293
TGI
2643
TRV GP IV
Massachusetts
$267M +$11.8M +5% 2
OPL
2644
Orland Properties Ltd
British Virgin Islands
$267M -$268M -50% 10
WAM
2645
Weinberger Asset Management
California
$267M -$10.7M -4% 97
SAM
2646
S.A. Mason
Michigan
$266M +$13.5M +5% 279
TBT
2647
Texas Bank & Trust
Texas
$266M -$8.71M -3% 187
SEM
2648
Strategic Equity Management
Arizona
$266M -$28.9M -10% 81
LAM
2649
LECAP Asset Management
United Kingdom
$266M +$14.8M +6% 406
DWA
2650
Delap Wealth Advisory
Oregon
$266M +$6.67M +3% 98