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
NWS
3201
Nvest Wealth Strategies
Ohio
$142M +$6.82M +5% 412
SR
3202
Summer Road
Florida
$142M +$4.32M +3% 25
SF
3203
Seek First
California
$142M -$3.2M -2% 62
OC
3204
Opinicus Capital
Florida
$142M -$1.61M -1% 107
CCA
3205
Cottonwood Capital Advisors
Utah
$142M +$1.52M +1% 91
SH
3206
SLT Holdings
Arizona
$142M -$8.26M -6% 158
MVA
3207
Mount Vernon Associates
Maryland
$142M -$7.14M -5% 61
NA
3208
Networth Advisors
Pennsylvania
$141M +$5.98M +4% 448
MAM
3209
Maytree Asset Management
Hong Kong
$141M +$6.58M +5% 27
HFAS
3210
Hummer Financial Advisory Services
Illinois
$141M -$95.4K -0.1% 129
SFG
3211
Shum Financial Group
California
$141M +$2.6M +2% 93
VVM
3212
Versant Venture Management
California
$141M -$9.65M -6% 8
PR
3213
PSP Research
Pennsylvania
$141M +$26.9M +24% 105
RB
3214
Renasant Bank
Mississippi
$141M -$6.16M -4% 153
LAIC
3215
Lederer & Associates Investment Counsel
California
$141M -$7.79M -5% 88
SFS
3216
Sunrise Financial Services
Washington
$141M +$8.42M +6% 641
API
3217
Asset Planning Inc
California
$141M -$1.64M -1% 310
MQWP
3218
Morey & Quinn Wealth Partners
Nebraska
$141M +$1.32M +1% 139
OWM
3219
Orca Wealth Management
Florida
$141M +$899K +0.6% 71
APW
3220
Aurora Private Wealth
New Jersey
$140M -$11.7M -8% 173
PFW
3221
Petros Family Wealth
Minnesota
$140M -$9.91M -7% 156
RC
3222
Rexford Capital
Texas
$140M +$8M +6% 325
NWA
3223
Northwest Wealth Advisors
Washington
$140M +$11.5M +9% 65
HLA
3224
Hamilton Lane Advisors
Pennsylvania
$140M -$41.6M -23% 28
GIM
3225
Guild Investment Management
California
$140M +$5.1M +4% 60