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
AWMT
2701
AAFMAA Wealth Management & Trust
North Carolina
$258M +$2.64M +1% 103
CAG
2702
Carroll Advisory Group
Texas
$258M +$26.4M +11% 75
HC
2703
Hillman Company
Pennsylvania
$257M -$31.3M -11% 17
EBWM
2704
Eagle Bluffs Wealth Management
Missouri
$257M +$9.96M +4% 82
HFRG
2705
Houlihan Financial Resource Group
Virginia
$257M -$6.39M -2% 110
PHAM
2706
Palisades Hudson Asset Management
Florida
$257M -$1.36M -0.5% 109
TWM
2707
Trueblood Wealth Management
Ohio
$256M -$538K -0.2% 265
PCM
2708
Peirce Capital Management
Texas
$256M +$4.43M +2% 46
HP
2709
Highlander Partners
Texas
$256M -$23.2M -8% 68
CA
2710
Cumberland Advisors
Florida
$255M -$8.29M -3% 50
WFC
2711
Western Financial Corp
California
$255M +$3.33M +1% 152
APIM
2712
Agate Pass Investment Management
Washington
$255M -$13.7M -5% 109
KIG
2713
Kennedy Investment Group
New Jersey
$255M -$9.74M -4% 147
JFG
2714
Juno Financial Group
Virginia
$255M +$5.27M +2% 71
PIP
2715
Palisades Investment Partners
California
$255M -$9.65M -4% 56
LRIC
2716
Long Road Investment Counsel
Michigan
$255M -$8.95M -3% 81
GAMC
2717
Garner Asset Management Corp
Texas
$255M -$5.64M -2% 425
CWA
2718
Choice Wealth Advisors
Maine
$255M +$1.85M +0.7% 38
LBWM
2719
Left Brain Wealth Management
Illinois
$255M -$34.5M -12% 103
TF
2720
Tenon Financial
New Jersey
$255M +$17.3M +7% 55
IWS
2721
Integrity Wealth Solutions
Colorado
$255M +$1.74M +0.7% 135
FFC
2722
First Financial Corp
Indiana
$255M -$10.4M -4% 309
1W
2723
1776 Wealth
Georgia
$254M -$11.3M -4% 149
AFA
2724
Alta Fundamental Advisers
New York
$254M +$40.6M +19% 25
WQ
2725
Wealth Quarterback
New Jersey
$254M -$23.7M -9% 167