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
SL
3201
Sentry LLC
Tennessee
$314M -$51M -14% 128
MIM
3202
Moseley Investment Management
Florida
$314M -$9.91M -3% 173
AWM
3203
Ameliora Wealth Management
Switzerland
$314M -$14.6M -4% 240
PWM
3204
Purus Wealth Management
California
$314M -$6.95M -2% 163
EWA
3205
Etesian Wealth Advisors
Oregon
$313M -$5.51M -2% 142
NRW
3206
Nova R Wealth
Kansas
$313M +$39.1M +14% 93
WMIG
3207
White Mountains Insurance Group
New Hampshire
$313M +$51.4M +20% 2
SCI
3208
Silver Coast Investments
United States
$313M +$23.2M +8% 122
FA
3209
FDx Advisors
Illinois
$313M +$117M +60% 189
FZCM
3210
Flynn Zito Capital Management
New York
$313M +$33.3M +12% 164
GC
3211
GFG Capital
Florida
$313M +$32.4M +12% 93
PAM
3212
Pegasus Asset Management
New York
$313M -$12.1M -4% 72
LFA
3213
LifeGuide Financial Advisors
Pennsylvania
$313M +$11.3M +4% 48
KA
3214
Kercheville Advisors
Texas
$313M -$69M -18% 127
SW
3215
StrongBox Wealth
Missouri
$313M +$8.23M +3% 99
CFLC
3216
California First Leasing Corp
California
$312M +$4.1M +1% 48
MHB
3217
Midwest Heritage Bank
Iowa
$312M +$21.9M +8% 62
OPTFSNA
3218
Old Point Trust & Financial Services N A
Virginia
$311M -$9.35M -3% 330
TL
3219
Tradewinds LLC
North Carolina
$310M -$109M -26% 232
IPW
3220
IronBridge Private Wealth
Texas
$310M -$5.91M -2% 58
HP
3221
HealthInvest Partners
Sweden
$310M -$3.76M -1% 43
CCM
3222
Consolidated Capital Management
California
$310M -$20.9M -6% 93
IR
3223
IAT Reinsurance
New York
$310M -$31.9M -9% 75
SPIO
3224
Seven Post Investment Office
California
$310M +$29.8M +11% 38
TWM
3225
TSA Wealth Management
Texas
$309M +$7.49M +2% 109