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, 6,656 funds (~76%) 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
SA
2926
Sicart Associates
New York
$389M +$12.4M +3% 78
BWM
2927
Brown Wealth Management
Illinois
$389M +$9.21M +2% 117
PFPGI
2928
Patriot Financial Partners GP II
Pennsylvania
$388M +$67.6M +21% 13
RWM
2929
Ruedi Wealth Management
Illinois
$388M +$6.7M +2% 60
LHC
2930
Little House Capital
Massachusetts
$387M -$11.1M -3% 124
SSI
2931
Scott & Selber Inc
Texas
$387M -$11.4M -3% 95
HCM
2932
Hudson Capital Management
New Jersey
$387M -$11.6M -3% 81
WA
2933
WP Advisors
California
$387M -$15M -4% 121
WEG
2934
World Equity Group
Illinois
$386M +$27.8M +8% 396
GCA
2935
Gradient Capital Advisors
California
$386M -$2.25M -0.6% 180
BHWM
2936
Bay Harbor Wealth Management
Maryland
$386M +$2.94M +0.8% 1,353
SCP
2937
Siena Capital Partners
Illinois
$385M +$13M +3% 109
GAG
2938
Goodman Advisory Group
Massachusetts
$385M -$20.9M -5% 212
PCP
2939
Polunin Capital Partners
United Kingdom
$385M -$264M -41% 25
PM
2940
Phraction Management
Connecticut
$385M +$13.1M +4% 73
CSB
2941
City State Bank
Iowa
$385M +$20.2M +6% 800
GA
2942
GSG Advisors
New Jersey
$385M -$2.42M -0.6% 145
BAMG
2943
Brand Asset Management Group
Missouri
$385M +$27M +8% 215
T
2944
TOBAM
France
$384M -$23M -6% 292
DFA
2945
Delta Financial Advisors
Louisiana
$384M -$753K -0.2% 155
DR
2946
Davis Rea
Ontario, Canada
$384M -$15.8M -4% 60
AWM
2947
Accel Wealth Management
Iowa
$383M +$17.7M +5% 302
QCM
2948
Quadratic Capital Management
Connecticut
$383M -$7.91M -2% 2
MADR
2949
Milestones Administradora de Recursos
Brazil
$383M +$80.3M +27% 19
RC
2950
RV Capital
Switzerland
$383M -$46.9M -11% 14