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
GTAM
2676
Global Trust Asset Management
Florida
$262M +$8.24M +3% 504
AFC
2677
Adaptive Financial Consulting
Ohio
$261M +$4.06M +2% 18
GCM
2678
Gallacher Capital Management
Colorado
$261M +$2.03M +0.8% 385
PF
2679
Penney Financial
Texas
$261M +$1.5M +0.6% 53
NG
2680
NWK Group
California
$261M -$27.3M -9% 72
TSS
2681
Thomas Story & Son
Indiana
$261M -$8.56M -3% 54
OL
2682
Owen LaRue
Kentucky
$261M -$2.39M -0.9% 138
WI
2683
WJ Interests
Texas
$260M +$28M +12% 20
MA
2684
MBA Advisors
Pennsylvania
$260M +$12.2M +5% 150
LIM
2685
Letson Investment Management
Georgia
$260M -$12.4M -5% 104
CWA
2686
Crux Wealth Advisors
California
$260M -$8.52M -3% 190
HIA
2687
HFM Investment Advisors
New Jersey
$260M +$4.23M +2% 1,320
MWA
2688
Miller Wealth Advisors
Colorado
$260M -$10.9M -4% 140
SC
2689
Sawyer & Company
Massachusetts
$260M -$22.9M -8% 218
FC
2690
Financial Council
Maryland
$259M +$8.72M +3% 107
BFA
2691
Bluestem Financial Advisors
Illinois
$259M +$73.4K +0% 34
QP
2692
Quartz Partners
New York
$259M -$9.92M -4% 192
CCAM
2693
Codex Capital Asset Management
Texas
$259M -$16.6M -6% 35
HCM
2694
HMS Capital Management
Tennessee
$259M +$16.8M +7% 121
PCM
2695
Ping Capital Management
New York
$259M +$7.48M +3% 82
BFP
2696
Beacon Financial Planning
Massachusetts
$258M +$50.8M +25% 76
GWM
2697
Glass Wealth Management
Texas
$258M +$14.3M +6% 68
OFS
2698
OMC Financial Services
New York
$258M -$10.4M -4% 66
SI
2699
Stash Investments
New York
$258M +$8.43M +3% 5
T
2700
TrustBank
Illinois
$258M +$18.1M +8% 166