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
BCA
2826
Ballentine Capital Advisors
South Carolina
$242M +$4.14M +2% 27
PWS
2827
Physician Wealth Solutions
Nevada
$242M +$5.78M +2% 45
EW
2828
Element Wealth
Mississippi
$241M -$279K -0.1% 221
TTA
2829
Thor Trading Advisors
Pennsylvania
$241M +$72.2K +0% 13
AA
2830
Altman Advisors
Illinois
$241M -$24.1M -9% 99
CWA
2831
Continuum Wealth Advisors
New York
$241M -$17.8M -7% 84
SIM
2832
Sherborne Investors Management
New York
$241M -$142M -37% 1
OFA
2833
Onyx Financial Advisors
Idaho
$241M +$4.95M +2% 18
RS
2834
Rakuten Securities
Japan
$241M -$67.5M -22% 964
MWM
2835
MBE Wealth Management
Wisconsin
$241M +$1.91M +0.8% 145
GL
2836
GHE LLC
Tennessee
$241M -$61.1M -20% 56
DJC
2837
Daily Journal Corp
California
$241M -$36M -13% 4
FF
2838
Foronjy Financial
California
$241M +$1.06M +0.4% 105
AP
2839
Advisortrust Partners
North Carolina
$240M +$12.8M +6% 267
CWA
2840
Carolina Wealth Advisors
South Carolina
$240M +$15.8M +7% 340
QFW
2841
QTR Family Wealth
Florida
$240M +$13M +6% 324
DAS
2842
DMKC Advisory Services
Iowa
$240M +$12.2M +5% 86
BRG
2843
Bay Rivers Group
Virginia
$240M -$7.21M -3% 111
GBL
2844
Groupe Bruxelles Lambert
Belgium
$240M -$125M -34% 1
MFG
2845
Mainsail Financial Group
Washington
$240M -$369K -0.2% 64
PFWA
2846
Paces Ferry Wealth Advisors
Georgia
$240M -$6.31M -3% 136
TI
2847
TTP Investments
California
$240M -$66.2M -22% 51
WFA
2848
WMG Financial Advisors
Tennessee
$240M -$3.03M -1% 118
SP
2849
SmartHarvest Portfolios
Washington
$240M -$48M -17% 435
MLA
2850
MB, Levis & Associates
Pennsylvania
$240M +$2.13M +0.9% 256