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, 6,309 funds (~72%) 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
ACA
3176
Ascension Capital Advisors
Texas
$318M +$26.3M +9% 86
WIS
3177
Wright Investors Service
Connecticut
$318M -$15.4M -5% 165
GPW
3178
Genesis Private Wealth
Virginia
$318M -$4.56M -1% 198
SPG
3179
Snow Phipps Group
New York
$318M -$33.1M -9% 2
TM
3180
TigerOak Management
New Mexico
$317M -$10.4M -3% 130
NAH
3181
Neumann Advisory (HK)
Hong Kong
$317M -$60.4M -16% 7
OFW
3182
Omnia Family Wealth
Florida
$317M -$21.3M -6% 110
GWP
3183
Gen-Wealth Partners
Michigan
$317M +$5.39M +2% 750
CPW
3184
Crestmont Private Wealth
Texas
$317M +$9.6M +3% 108
CS
3185
Cisco Systems
California
$317M -$11.9M -4% 4
HKIMG
3186
Hutchens & Kramer Investment Management Group
Indiana
$317M +$27M +9% 200
ICP
3187
Interchange Capital Partners
Pennsylvania
$316M -$223M -41% 437
AWS
3188
Arkfeld Wealth Strategies
Nebraska
$316M +$25.3M +9% 118
FNWM
3189
Financial Network Wealth Management
Utah
$316M -$9.24M -3% 120
MIM
3190
MTM Investment Management
South Carolina
$316M +$2.44M +0.8% 721
OIC
3191
Orion Investment Company
Missouri
$315M -$13.1M -4% 69
VAM
3192
Vert Asset Management
California
$315M +$14.5M +5% 46
KHCM
3193
Kirtland Hills Capital Management
Ohio
$315M +$29.7M +10% 174
SAMC
3194
Spectrum Asset Management (California)
California
$315M +$15M +5% 122
MAM
3195
Monaco Asset Management
Monaco
$315M -$22.4M -7% 99
HOWA
3196
Heritage Oak Wealth Advisors
Florida
$315M +$44.1M +16% 98
EP
3197
Essential Planning
New Hampshire
$315M +$943K +0.3% 92
WIC
3198
Whitegate Investment Counselors
New Hampshire
$315M -$5.55M -2% 70
IAS
3199
Investment Advisory Services
Texas
$314M -$5.18M -2% 135
EWA
3200
ERTS Wealth Advisors
Michigan
$314M -$4.06M -1% 31