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
AWM
2801
Austin Wealth Management
Texas
$440M -$236M -35% 169
CAAM
2802
Cape Ann Asset Management
United Kingdom
$440M +$72.7M +20% 11
AWM
2803
Abound Wealth Management
Tennessee
$440M +$13.2M +3% 1,621
FGWP
2804
Founders Grove Wealth Partners
Virginia
$440M -$4.67M -1% 169
DA
2805
Doliver Advisors
Texas
$440M +$40.3M +10% 185
TWG
2806
The Wealth Group
Minnesota
$439M -$7.73M -2% 98
STCG
2807
Speece Thorson Capital Group
Minnesota
$439M -$23M -5% 47
HCM
2808
Harvey Capital Management
Florida
$439M -$30.1M -6% 92
WCM
2809
Whitener Capital Management
North Carolina
$438M -$1.04M -0.2% 179
WAS
2810
Winch Advisory Services
Wisconsin
$438M -$14.1M -3% 540
DA
2811
Detalus Advisors
Missouri
$438M +$27.6M +7% 190
CCT
2812
Capital City Trust
Florida
$437M -$12.3M -3% 118
BONH
2813
Bank of New Hampshire
New Hampshire
$437M -$7.47M -2% 569
3IP
2814
3Chopt Investment Partners
Virginia
$437M -$9.25M -2% 257
VBA
2815
von Borstel & Associates
Oregon
$437M +$10.4M +2% 43
MAV
2816
Mason & Associates (Virginia)
Virginia
$437M -$3.12M -0.7% 45
NF
2817
Napier Financial
Massachusetts
$436M +$35.6M +9% 610
REMPR
2818
Roof Eidam Maycock Peralta (REMP)
California
$436M -$5.35M -1% 128
SCP
2819
Seafarer Capital Partners
California
$436M +$50.9M +13% 9
SWG
2820
Summit Wealth Group
Vermont
$436M +$7.52M +2% 127
MWC
2821
MBM Wealth Consultants
Missouri
$436M +$15.1M +4% 387
SA
2822
Stewardship Advisors
Pennsylvania
$435M +$2.61M +0.6% 175
IWM
2823
Integris Wealth Management
California
$435M -$4.32M -1% 128
TWP
2824
Tempus Wealth Planning
California
$435M -$1.48M -0.3% 296
JWM
2825
JPL Wealth Management
Colorado
$435M +$24.2M +6% 1,555