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
TTIC
3101
Tower Trust & Investment Company
Iowa
$152M -$6.58M -4% 216
SFG
3102
Somnio Financial Group
Connecticut
$152M +$941K +0.6% 14
SOWBOCOPL
3103
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$152M -$2.77M -2% 6
SMWM
3104
Silvia McColl Wealth Management
California
$152M +$1.41M +0.9% 122
ANHIM
3105
Alan N. Hoffman Investment Management
Massachusetts
$152M -$25.7M -14% 15
GCWM
3106
Guided Capital Wealth Management
Texas
$152M +$8.89M +6% 39
HPBT
3107
Hickory Point Bank & Trust
Illinois
$152M +$13.7M +10% 456
PCM
3108
Palouse Capital Management
Washington
$151M -$4.83M -3% 175
HTWM
3109
Hartmann Taylor Wealth Management
Texas
$151M +$3.09M +2% 55
BA
3110
Brightwater Advisory
Florida
$151M +$3.19M +2% 61
MWA
3111
Merkkuri Wealth Advisors
New York
$151M +$4.13M +3% 399
MWS
3112
MFA Wealth Services
California
$151M +$3.05M +2% 126
APMC
3113
Alta Partners Management Company
Wyoming
$151M +$47.4M +46% 2
MEAC
3114
M.E. Allison & Co
Texas
$151M +$3.69M +3% 198
SHF
3115
Stage Harbor Financial
Massachusetts
$151M +$2.46M +2% 64
FWM
3116
Fingerlakes Wealth Management
New York
$151M -$6.54M -4% 99
CCM
3117
Crew Capital Management
Ohio
$151M -$8.09M -5% 114
CCM
3118
Cox Capital Management
Massachusetts
$151M -$10.3M -6% 75
FWM
3119
FMA Wealth Management
Massachusetts
$150M -$3.94M -3% 45
HWM
3120
Horizons Wealth Management
North Carolina
$150M -$23.9K -0% 168
WF
3121
WinCap Financial
Massachusetts
$150M +$4.61M +3% 96
GA
3122
Gordian Advisors
Arizona
$150M -$833K -0.6% 56
FFG
3123
Floyd Financial Group
Missouri
$150M +$2.2M +1% 71
PAYA
3124
Phil A. Younker & Associates
Alaska
$150M +$6.55M +5% 39
TDC
3125
Thompson Davis & Co
Virginia
$150M -$17.1M -10% 186