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
WH
2851
Whitcomb & Hess
Ohio
$429M +$4.71M +1% 66
PIA
2852
Pinion Investment Advisors
Kansas
$428M +$18.3M +4% 193
ACM
2853
Arvin Capital Management
Texas
$428M -$36.3M -8% 51
GF
2854
Genworth Financial
Virginia
$428M -$18.1M -4% 2
OHWP
2855
Oak Harbor Wealth Partners
North Carolina
$427M +$10.6M +3% 296
PWM
2856
Paulson Wealth Management
Illinois
$427M -$6.22M -1% 143
JDLA
2857
J. Derek Lewis & Associates
California
$427M -$414K -0.1% 209
PAM
2858
Paradigm Asset Management
New York
$426M -$6.63M -2% 506
PGF
2859
Plan Group Financial
Oklahoma
$426M +$40.8M +11% 243
IIM
2860
Ipswich Investment Management
Massachusetts
$426M -$5.96M -1% 196
EA
2861
Evergreen Advisors
Tennessee
$426M +$15.8M +4% 168
TCWM
2862
Total Clarity Wealth Management
Illinois
$426M +$12.1M +3% 342
FMTC
2863
Farmers & Merchants Trust Company
California
$426M -$12.2M -3% 197
PAMS
2864
Pinpoint Asset Management (Singapore)
$425M -$54.7M -11% 191
AGAM
2865
Avalon Global Asset Management
California
$425M -$25.1M -6% 41
APWA
2866
Atlas Private Wealth Advisors
New Jersey
$425M -$3.21M -0.8% 142
MPPLM
2867
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$425M +$2.38M +0.6% 146
DF
2868
Dunhill Financial
United Kingdom
$424M +$15.5M +4% 2,116
HPCM
2869
Hunter Perkins Capital Management
Illinois
$424M -$7.17M -2% 154
MA
2870
MYDA Advisors
New York
$424M +$68.3M +19% 197
SGA
2871
Sector Gamma AS
Norway
$423M -$15.2M -3% 47
DS
2872
Dalal Street
Texas
$423M +$20.8M +5% 4
RS
2873
Retirement Solution
Washington
$423M -$28.7M -6% 70
AFWM
2874
AMJ Financial Wealth Management
Virginia
$422M +$5.87M +1% 98
GPA
2875
Guidance Point Advisors
Massachusetts
$422M -$9.2M -2% 98