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
AWP
3101
Avid Wealth Partners
Texas
$212M +$6.87M +3% 74
PC
3102
Powers Capital
California
$212M -$10.5M -5% 2
SGWM
3103
Sterling Group Wealth Management
California
$211M +$4.82M +2% 59
KIG
3104
Kessler Investment Group
Indiana
$211M -$26.1M -11% 101
PFSC
3105
Peoples Financial Services Corp
Pennsylvania
$211M -$3.26M -2% 278
AIFS
3106
A&I Financial Services
Colorado
$211M +$556K +0.3% 85
RF
3107
RHS Financial
California
$211M +$6.22M +3% 158
SRCM
3108
Signature Resources Capital Management
California
$211M +$13.2M +7% 803
NSB
3109
Norway Savings Bank
Maine
$211M -$5.29M -2% 108
BSAM
3110
Blue Square Asset Management
New York
$211M -$14.6M -7% 75
MWM
3111
MTC Wealth Management
Florida
$211M -$2.59M -1% 13
CIA
3112
Cohen Investment Advisors
New Hampshire
$210M -$7.03M -3% 79
IWP
3113
Innova Wealth Partners
Pennsylvania
$210M +$12.1M +6% 172
FSA
3114
Financial Services Advisory
Maryland
$210M -$67.9M -24% 79
ESC
3115
Eurizon SLJ Capital
$210M -$42.1M -17% 189
CA
3116
CWC Advisors
Oregon
$210M +$3.01M +1% 160
TP
3117
Thayer Partners
Pennsylvania
$210M +$4.42M +2% 95
CGH
3118
CMG Global Holdings
Texas
$210M -$15.4M -7% 99
BSCCG
3119
Blue Sky Capital Consultants Group
California
$210M -$19.2M -8% 84
RWRC
3120
R.W. Roge & Company
New York
$210M +$7.21M +4% 67
CIA
3121
Citadel Investment Advisory
Ohio
$210M -$21.9M -9% 79
LIA
3122
Lynx Investment Advisory
District of Columbia
$209M +$26M +14% 197
GCM
3123
Glynn Capital Management
California
$209M -$81.9M -28% 48
CCM
3124
Campbell Capital Management
Florida
$209M -$86.4M -29% 52
BFF
3125
Byrne Financial Freedom
Massachusetts
$209M -$8.96M -4% 111