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
HSWM
2751
Hubbell Strickland Wealth Management
Louisiana
$251M +$2.36M +0.9% 85
QCIG
2752
Quad-Cities Investment Group
Iowa
$251M +$8.51M +4% 206
RW
2753
REDW Wealth
New Mexico
$251M -$11.6M -4% 105
EWM
2754
Essex Woodlands Management
Texas
$251M -$67.7M -21% 6
BWA
2755
Boulder Wealth Advisors
Colorado
$251M +$13.9M +6% 41
PF
2756
Parker Financial
Washington
$250M +$3.72M +2% 38
TGP
2757
TMT General Partner
Hong Kong
$250M +$3.88M +2% 3
BIA
2758
Bigelow Investment Advisors
Maine
$250M -$6.22M -2% 157
FDDB
2759
Fidelity D&D Bancorp
Pennsylvania
$249M +$17.9M +8% 112
EB
2760
Emprise Bank
Kansas
$249M +$8.52M +4% 114
BWM
2761
Buska Wealth Management
Wisconsin
$249M -$21.7M -8% 82
DWM
2762
Dopkins Wealth Management
New York
$249M +$4.11M +2% 95
FGG
2763
Financial Guidance Group
Florida
$249M +$4.36M +2% 90
TWM
2764
Tumwater Wealth Management
Idaho
$249M +$3.27M +1% 37
DRS
2765
Deane Retirement Strategies
Louisiana
$249M +$6.9M +3% 85
DFG
2766
Dupree Financial Group
Kentucky
$248M -$26M -9% 86
FIG
2767
FSA Investment Group
Florida
$248M +$84.4M +51% 51
GWS
2768
Greykasell Wealth Strategies
California
$248M -$5.23M -2% 573
AAG
2769
Avalon Advisory Group
Pennsylvania
$248M +$2.79M +1% 13
TW
2770
Towerpoint Wealth
California
$248M -$4.75M -2% 98
AI
2771
AXS Investments
New York
$248M +$39.3M +19% 205
MHWM
2772
Montz Harcus Wealth Management
Louisiana
$248M +$916K +0.4% 96
EPW
2773
Evergreen Private Wealth
Colorado
$247M -$6.29M -2% 95
NF
2774
NavPoint Financial
Minnesota
$247M +$13.3M +6% 75
AB
2775
ANB Bank
Colorado
$247M -$4.8M -2% 137