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, 6,576 funds (~75%) 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
AWA
2976
Acumen Wealth Advisors
Tennessee
$372M +$24.6M +7% 596
SC
2977
Saybrook Capital
North Carolina
$371M -$30.3M -8% 43
PAA
2978
Peregrine Asset Advisers
Oregon
$371M +$17.1M +5% 202
PC
2979
Prevatt Capital
Bahamas
$371M +$25.3M +7% 13
PA
2980
Paragon Advisors
Texas
$371M +$2.72M +0.7% 88
FC
2981
Fusion Capital
South Carolina
$371M +$15.1M +4% 108
RBWA
2982
RFG - Bristol Wealth Advisors
Massachusetts
$371M +$11.6M +3% 189
TA
2983
Teramo Advisors
Florida
$370M +$34.6M +10% 10
AM
2984
Atwater Malick
Pennsylvania
$370M +$7.53M +2% 99
FAFC
2985
First American Financial Corporation
California
$370M -$3.53M -0.9% 3
CWM
2986
Capital Wealth Management
Rhode Island
$370M +$60M +19% 38
RPA
2987
Rock Point Advisors
Vermont
$370M -$29.9M -7% 128
EC
2988
EdgeRock Capital
Colorado
$370M -$6.24M -2% 141
MWP
2989
Meredith Wealth Planning
Illinois
$369M +$33.2M +10% 73
IMA
2990
Investment Management Associates
Colorado
$369M +$11.4M +3% 32
BOCH
2991
Blue Owl Capital Holdings
New York
$369M +$44.9M +14% 95
AWM
2992
Atticus Wealth Management
Florida
$369M -$36M -9% 206
CWM
2993
CCG Wealth Management
California
$369M +$136M +58% 139
EWM
2994
EPG Wealth Management
Georgia
$369M -$2.81M -0.8% 334
ATI
2995
ARK & TLK Investments
Oklahoma
$369M +$7.09M +2% 119
NOI
2996
Newton One Investments
Delaware
$368M +$29.5M +9% 121
FMTCOCP
2997
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$367M +$10.2M +3% 346
PWP
2998
Prasad Wealth Partners
Ohio
$367M -$7.43M -2% 158
BA
2999
Birinyi Associates
Connecticut
$367M -$32.7M -8% 63
NWM
3000
Northcape Wealth Management
New York
$367M +$13.2M +4% 147