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
TPWM
2726
Twelve Points Wealth Management
Massachusetts
$455M +$10.4M +2% 211
P
2727
Paradiem
Louisiana
$454M +$36M +9% 75
BIA
2728
Barry Investment Advisors
Massachusetts
$454M +$4.35M +1% 109
PCA
2729
Peddock Capital Advisors
Massachusetts
$453M -$23.8M -5% 170
VV
2730
Vodafone Ventures
United Kingdom
$453M +$56M +14% 1
ATI
2731
Act Two Investors
California
$453M -$103M -18% 40
WFPG
2732
Waller Financial Planning Group
Ohio
$453M +$2.72M +0.6% 78
BWM
2733
Bulltick Wealth Management
Florida
$453M -$17.9M -4% 162
CFG
2734
Compton Financial Group
Maryland
$453M +$11.1M +3% 72
WFM
2735
Wolff Financial Management
Michigan
$453M +$7.89M +2% 104
AA
2736
Addison Advisors
Vermont
$452M +$7.33M +2% 999
BF
2737
Blankinship & Foster
California
$452M -$10.4M -2% 80
HFF
2738
Halter Ferguson Financial
Indiana
$452M -$1.22M -0.3% 40
WWM
2739
Waterway Wealth Management
Texas
$452M +$10.4M +2% 99
ESB
2740
Essex Savings Bank
Connecticut
$452M -$9.38M -2% 324
LFG
2741
Leverty Financial Group
Wisconsin
$452M +$33.9M +8% 52
CU
2742
CDAM (UK)
United Kingdom
$451M -$99M -18% 12
LVIA
2743
Lind Value II ApS
Denmark
$451M +$141M +46% 11
SIM
2744
SW Investment Management
Colorado
$451M +$74.8M +20% 8
MWM
2745
Marion Wealth Management
Pennsylvania
$451M +$552K +0.1% 151
MC
2746
Magnitude Capital
New York
$450M +$29.1M +7% 1
SMI
2747
Shelter Mutual Insurance
Missouri
$450M +$1.43M +0.3% 59
EGA
2748
E&G Advisors
Texas
$449M +$2.07M +0.5% 245
NL
2749
NVWM LLC
Pennsylvania
$449M -$10.4M -2% 804
MC
2750
Miramar Capital
Illinois
$449M -$8.43M -2% 60