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
DCPAL
2826
Div Capital Phoenix Assets Ltd
$434M +$39.4M +10% 16
CWA
2827
Cornerstone Wealth Advisors
Minnesota
$434M +$4.3M +1% 51
WCM
2828
WealthBridge Capital Management
Ohio
$434M -$4.79M -1% 225
PEA
2829
Park Edge Advisors
Ohio
$434M -$7.84M -2% 163
FGP
2830
Foyston, Gordon, & Payne
Ontario, Canada
$434M -$25.4M -6% 70
HCM
2831
Horiko Capital Management
New York
$434M -$20M -4% 20
FPB
2832
First PREMIER Bank
South Dakota
$433M -$2.99M -0.7% 379
GS
2833
Gagnon Securities
New York
$433M -$57.9M -12% 92
OPA
2834
Old Port Advisors
Maine
$433M +$27.2M +7% 249
IA
2835
Icon Advisers
Colorado
$433M -$29.8M -6% 198
SSWG
2836
Seven Springs Wealth Group
Tennessee
$432M +$82.4M +24% 88
AR
2837
Apeiron RIA
Texas
$431M -$61.4M -12% 222
MAM
2838
Mystic Asset Management
Rhode Island
$431M -$10.4M -2% 224
RCWVOTCITCONY
2839
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$431M +$190M +79% 2
OA
2840
Operose Advisors
Wisconsin
$431M +$2.15M +0.5% 666
SCA
2841
Sage Capital Advisors
South Dakota
$431M +$10.4M +2% 137
BCP
2842
Berkeley Capital Partners
Georgia
$431M +$6.6M +2% 205
UCI
2843
Uncommon Cents Investing
Wisconsin
$431M +$17.9M +4% 210
WPIC
2844
White Pine Investment Company
Michigan
$430M +$6M +1% 70
PAS
2845
PKS Advisory Services
New York
$430M -$8.18M -2% 264
GIM
2846
Generali Investments Management
Slovenia
$430M -$72M -14% 171
GOCP
2847
Great Oak Capital Partners
Massachusetts
$430M +$31.1M +8% 49
AA
2848
Ashford Advisors
New York
$429M -$27.5M -6% 23
BP
2849
Broadleaf Partners
Ohio
$429M -$45.3M -10% 84
HNWAG
2850
High Net Worth Advisory Group
Florida
$429M -$5.11M -1% 253