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
AAM
2776
Augustine Asset Management
Florida
$444M -$56.7M -11% 121
FA
2777
Fermata Advisors
California
$444M +$27.5M +7% 243
FWSM
2778
First Wilshire Securities Management
California
$444M +$46.3M +12% 89
TAS
2779
TIFF Advisory Services
Pennsylvania
$444M -$137M -24% 30
TC
2780
TownSquare Capital
Utah
$444M -$2.6M -0.6% 267
LFS
2781
Lighthouse Financial Services
California
$443M +$8.51M +2% 103
PWM
2782
Prentice Wealth Management
New York
$443M +$5.52M +1% 117
CMP
2783
Coston McIsaac & Partners
Maine
$443M +$12.3M +3% 1,007
APC
2784
Aspire Private Capital
North Carolina
$443M -$6.51M -1% 186
CP
2785
Cornerstone Planning
North Carolina
$443M +$12.2M +3% 152
GWM
2786
GSB Wealth Management
Connecticut
$443M +$748K +0.2% 246
CWM
2787
Centurion Wealth Management
Virginia
$443M -$12.2M -3% 323
BFA
2788
Beacon Financial Advisory
Ohio
$443M +$11.3M +3% 423
NLP
2789
Next Level Private
New York
$443M +$61.2M +16% 184
OWA
2790
Opal Wealth Advisors
New York
$442M +$58.9M +15% 609
HBT
2791
Heartland Bank & Trust
Illinois
$442M +$206M +87% 209
CMAI
2792
Capital Management Associates Inc
Minnesota
$442M -$9.97M -2% 166
PLU
2793
Performa Ltd (US)
South Carolina
$442M +$47.9M +12% 55
APM
2794
Avidity Partners Management
Texas
$442M +$95.2M +27% 64
DBG
2795
De Burlo Group
Massachusetts
$441M -$383M -46% 94
ECA
2796
Endeavour Capital Advisors
Connecticut
$441M +$81.6M +23% 39
EL
2797
EWA LLC
Pennsylvania
$441M +$31.3M +8% 317
TSWM
2798
Triangle Securities Wealth Management
North Carolina
$441M -$33.7M -7% 213
DWML
2799
Decker Wealth Management LLC
Tennessee
$440M -$15.1M -3% 109
CPW
2800
Cove Private Wealth
New York
$440M +$105M +31% 188