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
AP
2801
Aspect Partners
Virginia
$245M +$16.2M +7% 744
LAM
2802
Lewis Asset Management
California
$245M -$978K -0.4% 218
OCFG
2803
O'Connor Financial Group
Illinois
$244M -$6.36M -3% 59
IAMOG
2804
Investors Asset Management of Georgia
Georgia
$244M +$2.46M +1% 191
CA
2805
Cresta Advisors
Texas
$244M +$5.7M +2% 169
AWG
2806
Altus Wealth Group
Colorado
$244M -$6.19M -2% 151
BB
2807
Burford Brothers
Texas
$244M +$1.69M +0.7% 188
OGF
2808
Orin Green Financial
California
$244M -$6.2M -2% 80
AWM
2809
AAF Wealth Management
Massachusetts
$244M +$6.64M +3% 56
RSC
2810
Red Spruce Capital
Pennsylvania
$244M -$7.29M -3% 99
JAM
2811
JW Asset Management
Florida
$244M -$63.7M -21% 20
YP
2812
YANKCOM Partnership
South Dakota
$243M +$8.02M +3% 411
HBS
2813
Howard Bailey Securities
Indiana
$243M -$10.6M -4% 156
QHA
2814
Quarry Hill Advisors
Minnesota
$243M +$27.9M +13% 52
SWM
2815
SFG Wealth Management
Maryland
$243M -$11.6M -5% 143
CP
2816
Creekside Partners
California
$243M +$6.27M +3% 186
TSMHT
2817
Thurston Springer Miller Herd & Titak
Indiana
$242M -$44.7M -16% 1,624
SC
2818
Summa Corp
Texas
$242M +$8.75M +4% 88
TA
2819
TKG Advisors
Indiana
$242M -$6.05M -2% 98
RA
2820
Resolute Advisors
California
$242M -$64.8M -21% 100
MWM
2821
McNaughton Wealth Management
California
$242M -$1.08M -0.4% 73
DA
2822
Dover Advisors
Virginia
$242M -$16.4M -6% 169
FWM
2823
FMB Wealth Management
California
$242M -$11.7M -5% 92
BWG
2824
Beta Wealth Group
California
$242M -$7.02M -3% 122
TPF
2825
Tribridge Partners Financial
Maryland
$242M +$3.28M +1% 81