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, 3,988 funds (~46%) 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
AF
3076
AtlasMark Financial
Texas
$155M $0 0% 47
ALAM
3077
Asahi Life Asset Management
Japan
$155M -$24.6M -14% 200
ECA
3078
Elevate Capital Advisors
Colorado
$155M +$3.42M +2% 88
DWM
3079
DecisionMap Wealth Management
Virginia
$155M -$7.67M -5% 142
MCWA
3080
Meadow Creek Wealth Advisors
Georgia
$155M -$1.87M -1% 147
ADMI
3081
Albert D. Mason Inc
Massachusetts
$154M +$2.53M +2% 146
AIFAIM
3082
American Institute for Advanced Investment Management
Arizona
$154M -$1.23M -0.8% 158
PWC
3083
Pathfinder Wealth Consulting
North Carolina
$154M -$4.1M -3% 177
SI
3084
Stonekeep Investments
New Mexico
$154M -$2.14M -1% 70
NL
3085
NDWM LLC
California
$154M +$3.08M +2% 38
SOWAS
3086
Silver Oak Wealth Advisors Services
California
$154M -$1.09M -0.7% 39
NWM
3087
Nova Wealth Management
Florida
$154M +$7.65M +5% 650
PPF
3088
Pacific Park Financial
California
$153M -$6.98M -4% 78
WG
3089
Warner Group
Connecticut
$153M -$9.1M -6% 83
BCI
3090
Blue Capital Inc
Nebraska
$153M +$12.8M +9% 122
WGS
3091
Washington Growth Strategies
District of Columbia
$153M -$1.61M -1% 60
MPIM
3092
McGinn Penninger Investment Management
Virginia
$153M -$19.2M -11% 35
OCM
3093
Orser Capital Management
Texas
$153M -$24M -14% 55
BCG
3094
Bravias Capital Group
New Jersey
$153M -$12.4M -8% 117
IFA
3095
Interactive Financial Advisors
Illinois
$153M -$1.89M -1% 81
SH
3096
SeaTown Holdings
Singapore
$153M -$19.7M -11% 22
PW
3097
PUREfi Wealth
Massachusetts
$153M +$22.1M +17% 205
CC
3098
Climber Capital
Switzerland
$153M -$829K -0.5% 70
EG
3099
Ellerson Group
Maryland
$153M +$4.78M +3% 62
CMMS
3100
Comprehensive Money Management Services
Florida
$152M +$7.41M +5% 196