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
VWM
2776
Vivid Wealth Management
Iowa
$247M -$10.2M -4% 73
HWA
2777
Hillcrest Wealth Advisors
New Jersey
$247M +$14.6M +6% 55
ACA
2778
American Capital Advisory
Idaho
$247M +$16.8M +7% 1,219
FA
2779
FF Advisors
California
$247M +$22.3M +10% 122
VWA
2780
Valued Wealth Advisors
Utah
$247M +$19.4M +9% 771
IAM
2781
Iridian Asset Management
Connecticut
$247M -$24.9M -9% 48
MICM
2782
Matthews International Capital Management
California
$246M -$82.9M -25% 47
VP
2783
Verisail Partners
Georgia
$246M +$3.02M +1% 26
CI
2784
Cordant Inc
Oregon
$246M +$7.86M +3% 77
FPW
2785
Flagship Private Wealth
Massachusetts
$246M -$7.92M -3% 117
MPPW
2786
Mitchell & Pahl Private Wealth
Oklahoma
$246M +$5.37M +2% 146
DB
2787
Dravo Bay
Delaware
$246M +$5.49M +2% 55
HA
2788
Hanover Advisors
South Carolina
$246M -$11.5M -4% 121
CSC
2789
Caldwell Sutter Capital
California
$246M +$10M +4% 915
RPCONE
2790
Retirement Planning Company of New England
Rhode Island
$246M -$3.45M -1% 257
IRP
2791
Investment Research Partners
Pennsylvania
$246M +$13M +6% 258
MC
2792
Mirabaud & Cie
Switzerland
$246M -$64.5M -21% 65
HWM
2793
HighMark Wealth Management
Minnesota
$246M +$215K +0.1% 618
EPIM
2794
Equinox Partners Investment Management
Connecticut
$245M +$53.9M +28% 13
CI
2795
Cooper Investors
Australia
$245M -$55.6M -18% 52
SERBOO
2796
School Employees Retirement Board of Ohio
Ohio
$245M +$40.6M +20% 6
SVWG
2797
Shared Vision Wealth Group
United States
$245M -$1.84M -0.7% 106
MAG
2798
MRA Advisory Group
New Jersey
$245M +$6.77M +3% 147
EF
2799
Exeter Financial
Arizona
$245M +$9.75M +4% 99
MPW
2800
Melone Private Wealth
Michigan
$245M +$9.05M +4% 63