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, 6,372 funds (~73%) 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
GSCM
3126
Greenfield Seitz Capital Management
Texas
$332M +$26.8M +9% 117
SFG
3127
Snider Financial Group
Washington
$331M -$43.8M -12% 117
FP
3128
Fiduciary Planning
Florida
$331M +$1.61M +0.5% 80
ICP
3129
Impact Capital Partners
Colorado
$331M -$6.64M -2% 290
PWM
3130
Provident Wealth Management
Tennessee
$331M -$7.01M -2% 140
APWM
3131
Argonautica Private Wealth Management
Massachusetts
$331M -$10.1M -3% 193
HP
3132
HT Partners
Connecticut
$330M -$6.1M -2% 57
NCM
3133
Next Capital Management
New York
$330M +$17.8M +6% 151
QFA
3134
Quattro Financial Advisors
Texas
$330M -$4.81M -1% 94
PCM
3135
Payne Capital Management
New York
$330M +$13.4M +4% 84
GWMT
3136
Guardian Wealth Management (Tennessee)
Tennessee
$330M +$14.2M +5% 30
AP
3137
Anchyra Partners
Georgia
$330M +$3.48M +1% 287
BPWM
3138
BCS Private Wealth Management
New Jersey
$329M +$36.4M +12% 203
C1AG
3139
Client 1st Advisory Group
Florida
$329M +$9.78M +3% 150
SM
3140
Sensible Money
Arizona
$329M +$15.6M +5% 90
GWM
3141
Graybill Wealth Management
Illinois
$328M -$10.5M -3% 85
CWA
3142
CJM Wealth Advisers
Virginia
$328M -$6M -2% 76
FS
3143
Ferguson Shapiro
Georgia
$328M +$3.32M +1% 103
BOSSRA
3144
B.O.S.S. Retirement Advisors
Utah
$328M +$10.3M +3% 201
BAM
3145
Bastion Asset Management
Canada
$328M +$147M +81% 79
YAL
3146
Your Advocates Ltd
Texas
$328M +$21.5M +7% 265
WIC
3147
WealthBridge Investment Counsel
Alberta, Canada
$328M -$5.7M -2% 43
SPFSPD
3148
Sava Pension Fund (Sava Penzisko Drushtvo)
$327M +$17.9M +6% 27
SFS
3149
Stiles Financial Services
Minnesota
$327M +$2.42M +0.7% 180
HAM
3150
Harmony Asset Management
Arizona
$327M +$29.1M +10% 205