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, 6,885 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
APA
2676
Astoria Portfolio Advisors
New York
$468M +$28.5M +6% 312
LN
2677
Lightrock Netherlands
Netherlands
$468M -$14.2M -3% 39
VCM
2678
Verde Capital Management
Michigan
$468M -$1.24M -0.3% 74
KWS
2679
Keystone Wealth Services
California
$468M -$6.99M -1% 332
PC
2680
Panview Capital
Hong Kong
$467M +$189M +68% 15
JHCL
2681
Jones Hill Capital LP
New York
$466M 26
LS
2682
Liquid Strategies
Georgia
$465M +$6.09M +1% 9
RIG
2683
Renaissance Investment Group
Massachusetts
$465M -$30.9M -6% 84
CIC
2684
Canal Insurance Company
South Carolina
$465M +$52.8M +13% 76
RWM
2685
Rezny Wealth Management
Florida
$464M -$31.6M -6% 46
RAA
2686
RWC Asset Advisors
Florida
$464M -$63.5M -12% 15
CPWM
2687
Cypress Point Wealth Management
Texas
$464M +$6.11M +1% 132
DI
2688
DDFG Inc
California
$464M +$7.2M +2% 90
CAG
2689
Curtis Advisory Group
California
$464M -$12.8M -3% 122
DF
2690
DecisionPoint Financial
Arizona
$464M +$9.4M +2% 742
WWM
2691
Wiser Wealth Management
Georgia
$464M +$14M +3% 61
FNBTCON
2692
First National Bank & Trust Co of Newtown
Pennsylvania
$464M -$81.9M -15% 148
HSA
2693
Hussman Strategic Advisors
Maryland
$463M +$48.8M +12% 349
CPIM
2694
Coalescence Partners Investment Management
New York
$463M +$38.1M +9% 16
SHWM
2695
Smith & Howard Wealth Management
Georgia
$462M +$25.4M +6% 91
SWMG
2696
Sanchez Wealth Management Group
Florida
$462M -$5.25M -1% 53
AWAU
2697
Alliance Wealth Advisors (Utah)
Utah
$462M +$600K +0.1% 267
RPSA
2698
Richard P. Slaughter Associates
Texas
$462M -$14.8M -3% 112
NG
2699
NatWest Group
United Kingdom
$462M +$32.7M +8% 46
CRWM
2700
Castle Rock Wealth Management
California
$462M -$611K -0.1% 274