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
CB
2951
Chris Bulman
California
$228M +$2.19M +1% 159
FPN
2952
Financial Planning Navigators
Minnesota
$228M +$10.3M +5% 52
USB
2953
Union Savings Bank
Connecticut
$228M -$2.72M -1% 329
FIA
2954
FNY Investment Advisers
New York
$228M -$124M -35% 1,167
EWS
2955
Eagle Wealth Strategies
New Jersey
$228M +$13.3M +6% 123
APSI
2956
Asset Planning Services Inc
Louisiana
$228M +$1.7M +0.8% 35
HFA
2957
Hippocratic Financial Advisors
California
$228M +$11.1M +5% 34
CI
2958
Ceera Investments
Texas
$228M -$30.9M -12% 103
FAM
2959
Forte Asset Management
New York
$228M +$7.65M +3% 79
BWA
2960
BlueChip Wealth Advisors
Georgia
$228M -$10.1M -4% 171
FF
2961
Financial Futures
New Jersey
$228M +$11.9M +6% 79
ATWA
2962
Arbor Trust Wealth Advisors
Michigan
$228M -$1.05M -0.5% 92
EI
2963
eCIO Inc
Wisconsin
$228M +$12.9M +6% 195
PCA
2964
Purkiss Capital Advisors
Connecticut
$227M +$14.1M +7% 178
CFC
2965
Client First Capital
California
$227M -$6.67M -3% 30
GSF
2966
Grove Street Fiduciary
New Hampshire
$227M -$12.2M -5% 79
SWM
2967
Shelton Wealth Management
Texas
$227M -$2.26M -1% 158
KW
2968
Keyvantage Wealth
Pennsylvania
$227M -$6.86M -3% 103
SIA
2969
Schear Investment Advisers
Ohio
$227M -$5.58M -2% 81
HHWM
2970
Hiley Hunt Wealth Management
Nebraska
$227M +$3.25M +1% 52
DCM
2971
Dudley Capital Management
Virginia
$227M -$1.3M -0.6% 145
GAM
2972
GEM Asset Management
Michigan
$227M +$2.2M +1% 113
SCM
2973
Steadview Capital Management
United Kingdom
$227M -$304M -57% 14
CCP
2974
Cane Capital Partners
Louisiana
$227M -$11.7M -5% 141
BTIM
2975
BancFirst Trust & Investment Management
Oklahoma
$226M -$16.2M -7% 42