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
MFG
2901
Midwest Financial Group
Kansas
$234M +$8.14M +4% 129
GSB
2902
Greenfield Savings Bank
Massachusetts
$234M -$3.27M -1% 145
HWMT
2903
Heritage Wealth Management (Texas)
Texas
$234M +$3.56M +2% 41
AL3A
2904
Accel Leaders 3 Associates
California
$234M +$45.2M +24% 1
MC
2905
Matisse Capital
Oregon
$234M +$9.9M +4% 177
JHWEPV
2906
J.H. Whitney Equity Partners VII
Connecticut
$233M -$62.7M -21% 1
EIA
2907
Eastover Investment Advisors
North Carolina
$233M +$5.99M +3% 52
BH
2908
Burk Holdings
Oklahoma
$233M +$23.7M +11% 675
CKAIS
2909
Christensen King & Associates Investment Services
Washington
$233M -$1.26M -0.5% 108
CCC
2910
Chelsea Counsel Company
California
$233M -$6.52K -0% 238
EML
2911
Eos Management LP
New York
$233M -$24M -9% 48
LWM
2912
Lakeridge Wealth Management
Ohio
$233M +$12.6M +6% 171
NFG
2913
Northbridge Financial Group
Florida
$232M +$9.63M +4% 173
CCM
2914
Cambridge Capital Management
Illinois
$232M +$9.4M +4% 45
BCM
2915
Banyan Capital Management
Georgia
$232M +$1.97M +0.9% 58
DTC
2916
Davidson Trust Company
Washington
$232M -$7.84M -3% 183
SOAG
2917
Silver Oak Advisory Group
Oregon
$232M +$10.7M +5% 81
RWS
2918
Resolute Wealth Strategies
Mississippi
$232M +$3.67M +2% 123
WA
2919
Westfuller Advisors
New York
$232M -$15.6M -6% 799
BA
2920
Baugh & Associates
Georgia
$232M +$28.2M +14% 45
RWMG
2921
Redwood Wealth Management Group
New Jersey
$232M -$7.52M -3% 197
SFP
2922
Strategic Financial Partners
Oregon
$232M +$550K +0.2% 88
CSA
2923
Cottage Street Advisors
Massachusetts
$231M -$5.27M -2% 147
CFS
2924
Compass Financial Services
Iowa
$231M -$1.14M -0.5% 297
MWM
2925
Massachusetts Wealth Management
Massachusetts
$231M +$15.8M +7% 99