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
PP
2976
Patron Partners
Texas
$226M +$1.84M +0.8% 193
HFS
2977
Horizon Financial Services
North Carolina
$226M +$6.48M +3% 439
EA
2978
Ergawealth Advisors
Illinois
$226M +$8.83M +4% 59
EWM
2979
Endowment Wealth Management
Wisconsin
$226M +$8.46M +4% 172
MWM
2980
MOKAN Wealth Management
Kansas
$226M +$499K +0.2% 115
RF
2981
Robbins Farley
New Hampshire
$226M +$5.39M +2% 150
SONJCPFA
2982
State of New Jersey Common Pension Fund A
New Jersey
$226M -$44.1M -16% 3
PFA
2983
Peak Financial Advisors
Colorado
$226M +$3.25M +1% 100
HFO
2984
Heritage Family Offices
Arizona
$225M +$5.45M +2% 244
BCFD
2985
Boit C.F. David
$225M -$6.09M -3% 120
KGP
2986
Keystone Global Partners
Colorado
$225M -$2.05M -0.9% 59
WR
2987
WD Rutherford
Oregon
$225M -$14.2M -6% 81
AWM
2988
Altus Wealth Management
Kentucky
$225M -$6.98M -3% 30
NIA
2989
NIA Impact Advisors
California
$225M -$73M -25% 111
FCM
2990
Family Capital Management
Michigan
$225M -$220K -0.1% 107
BAM
2991
Ballast Asset Management
Texas
$225M +$13M +6% 53
PHM
2992
Prospect Hill Management
New Jersey
$224M -$23.1M -9% 14
EAM
2993
Eukles Asset Management
Ohio
$224M -$32.9M -13% 254
TWA
2994
Tandem Wealth Advisors
Arizona
$224M +$1.26M +0.6% 49
9FG
2995
93 Financial Group
Massachusetts
$224M -$5.37M -2% 9
MCF
2996
MKA Charitable Fund
California
$224M -$27.7M -11% 1
KSWWM
2997
Keyes Stange & Wooten Wealth Management
Florida
$224M +$13M +6% 79
TFG
2998
Tull Financial Group
Virginia
$224M -$9.5M -4% 32
LLWM
2999
Life Line Wealth Management
California
$224M -$115M -34% 39
RCM
3000
Regency Capital Management
Hawaii
$224M -$16.9M -7% 77