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, 3,958 funds (~45%) 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
C
3176
Covestor
United Kingdom
$144M -$46.6M -24% 2,931
EB
3177
Exchange Bank
California
$144M -$295K -0.2% 126
NJIM
3178
Nabity-Jensen Investment Management
Nebraska
$144M -$3.48M -2% 74
IFS
3179
Integrated Financial Solutions
Virginia
$144M -$22.6M -14% 35
II
3180
Impact Investors
California
$144M -$194K -0.1% 118
GFA
3181
Gladwyn Financial Advisors
Virginia
$144M +$1.41M +1% 87
AWM
3182
Aureum Wealth Management
Florida
$144M +$35.9M +33% 63
CWMA
3183
Capstone Wealth Management (Alabama)
Alabama
$143M +$6.38M +5% 52
AAM
3184
Ackerman Asset Management
Maryland
$143M -$7.03M -5% 39
SA
3185
Stolz & Associates
Washington
$143M +$13.7M +11% 34
HWM
3186
Hemming & Wealth Management
Michigan
$143M -$2.88M -2% 16
OFO
3187
OneAscent Family Office
Alabama
$143M -$4.36M -3% 208
GT
3188
GreatBanc Trust
Illinois
$143M +$992K +0.7% 78
12CM
3189
11.2 Capital Management
Nevada
$143M -$29.2M -17% 1
SC
3190
Settian Capital
New York
$143M -$7.17M -5% 31
PWA
3191
Primoris Wealth Advisors
Florida
$143M -$24.4M -15% 124
SRS
3192
Strong Retirement Solutions
Washington
$143M -$5.67M -4% 93
CA
3193
Chatterton & Associates
California
$143M +$25.9M +22% 102
AWA
3194
Arbor Wealth Advisors
Michigan
$143M +$2.22M +2% 58
NWM
3195
Navigate Wealth Management
Alabama
$142M 72
PSB
3196
Piscataqua Savings Bank
New Hampshire
$142M -$168K -0.1% 421
AFA
3197
Avant Financial Advisors
Texas
$142M +$3.11M +2% 67
IWB
3198
Innovative Wealth Building
Maryland
$142M +$4.98M +4% 71
KCAM
3199
Kagan Cocozza Asset Management
New Jersey
$142M +$1.52M +1% 70
OFG
3200
Opulen Financial Group
Virginia
$142M +$4.82M +4% 117