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, 6,516 funds (~74%) 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
NI
3026
NFC Investments
Tennessee
$359M +$5M +1% 47
CFP
3027
Cypress Financial Planning
New Jersey
$359M +$1.12M +0.3% 110
LSWP
3028
Liberty Square Wealth Partners
Pennsylvania
$358M +$7.82M +2% 148
BDFN
3029
Bond & Devick Financial Network
Minnesota
$358M +$3.31M +0.9% 197
GM
3030
Granger Management
New York
$358M -$20.1M -5% 6
FP
3031
Financial Perspectives
Minnesota
$358M -$13M -3% 725
MWM
3032
Manske Wealth Management
Texas
$357M +$18.6M +5% 223
SIC
3033
Sterling Investment Counsel
New York
$357M +$7.84M +2% 210
HP
3034
Holowesko Partners
Bahamas
$357M +$69.3M +24% 34
PWMG
3035
Pioneer Wealth Management Group
Texas
$357M +$27.2M +8% 55
BWM
3036
BigSur Wealth Management
Florida
$356M -$55.8M -14% 172
HNWA
3037
Henrickson Nauta Wealth Advisors
Michigan
$356M -$321M -47% 128
SFP
3038
Sandbox Financial Partners
Maryland
$356M -$5.76M -2% 129
PWAC
3039
Private Wealth Advisors (California)
California
$356M +$78.1M +28% 105
SWM
3040
Seaside Wealth Management
California
$356M +$5.05M +1% 66
WKWM
3041
Walter & Keenan Wealth Management
Indiana
$355M -$17.9M -5% 162
WPC
3042
White Pine Capital
Minnesota
$355M -$8.2M -2% 229
CYG
3043
Clean Yield Group
Vermont
$355M -$5.01M -1% 420
EL
3044
EQ LLC
Washington
$355M +$8.17M +2% 79
HC
3045
Headland Capital
South Carolina
$355M -$4.34M -1% 71
SACTSONJ
3046
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$355M -$32M -8% 372
LW
3047
Libra Wealth
California
$355M -$2.6M -0.7% 69
WCM
3048
Windsor Capital Management
Arizona
$355M -$7.45M -2% 127
SWA
3049
ShankerValleau Wealth Advisors
Illinois
$355M -$14.2M -4% 41
TA
3050
Tactive Advisors
Florida
$355M +$13.3M +4% 293