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, 6,773 funds (~77%) 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
LWAM
2876
Legacy Wealth Asset Management
Minnesota
$411M +$3.92M +1% 403
TCMG
2877
TSP Capital Management Group
New Jersey
$410M +$571K +0.1% 46
PWM
2878
Palumbo Wealth Management
New York
$410M +$4.51M +1% 241
RAG
2879
RIA Advisory Group
Iowa
$409M -$4.37M -1% 169
MCM
2880
Monarch Capital Management
Indiana
$409M +$1.76M +0.4% 129
PWP
2881
Parkwoods Wealth Partners
New York
$408M +$68M +20% 117
DC
2882
DeDora Capital
California
$408M -$14.6M -3% 125
CIM
2883
Coleford Investment Management
Canada
$408M -$3.25M -0.8% 26
DW
2884
Dodds Wealth
Colorado
$407M -$418K -0.1% 56
HWM
2885
HFR Wealth Management
New York
$407M -$16.3M -4% 51
GWSA
2886
Global Wealth Strategies & Associates
Colorado
$407M +$5.89M +1% 614
MLCM
2887
M & L Capital Management
United Kingdom
$407M -$72.9M -15% 30
WA
2888
WealthTrust Axiom
Pennsylvania
$406M +$17.7M +5% 296
RH
2889
RenaissanceRe Holdings
Bermuda
$406M -$338M -45% 6
1C
2890
111 Capital
France
$406M -$52.5M -11% 479
WP
2891
Westmount Partners
California
$406M +$4.77M +1% 281
AEPWM
2892
Atlantic Edge Private Wealth Management
Florida
$406M +$3.79M +0.9% 620
NCM
2893
New Capital Management
Texas
$406M +$7.53M +2% 60
CFO
2894
Colony Family Offices
North Carolina
$406M +$4.95M +1% 66
SFC
2895
Strategic Financial Concepts
Texas
$405M +$296M +271% 310
NI
2896
Natural Investments
California
$405M +$3.62M +0.9% 304
SP
2897
SWS Partners
Ohio
$405M -$8.83M -2% 117
CCM
2898
Carderock Capital Management
Maryland
$405M -$7.93M -2% 77
OKSA
2899
O'Keefe Stevens Advisory
New York
$405M +$19.4M +5% 79
PWS
2900
Peterson Wealth Services
Utah
$405M +$13.7M +3% 223