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, 2,851 funds (~33%) 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
GAM
301
GuardCap Asset Management
United Kingdom
$1.75B -$2B -53% 28
RMA
302
Roffman Miller Associates
Pennsylvania
$1.73B -$96.7M -5% 85
MCWS
303
McKinley Carter Wealth Services
West Virginia
$1.73B -$57.7M -3% 326
OPAM
304
Ocean Park Asset Management
California
$1.73B -$399M -19% 98
AWA
305
Aaron Wealth Advisors
Illinois
$1.73B -$66.2M -4% 770
GIA
306
Guyasuta Investment Advisors
Pennsylvania
$1.73B -$25.2M -1% 277
WJA
307
Willis Johnson & Associates
Texas
$1.71B +$93.4M +6% 204
LWMT
308
Legacy Wealth Management (Tennessee)
Tennessee
$1.71B -$20.7M -1% 31
BHWM
309
Bar Harbor Wealth Management
New Hampshire
$1.71B -$21.1M -1% 271
SWM
310
Segment Wealth Management
Texas
$1.7B -$19.9M -1% 346
AAM
311
Alpine Associates Management
Florida
$1.7B +$211M +14% 107
GWM
312
GDS Wealth Management
Texas
$1.66B +$65.2M +4% 214
FFA
313
Fragasso Financial Advisors
Pennsylvania
$1.66B +$5.99M +0.4% 332
FA
314
Fiduciary Alliance
South Carolina
$1.66B +$127M +8% 576
B
315
Bpifrance
France
$1.65B -$712M -30% 2
LSA
316
Leonteq Securities AG
Switzerland
$1.65B -$223M -12% 1,404
NSIM
317
North Star Investment Management
Illinois
$1.65B +$56.8M +4% 1,814
CAM
318
Cacti Asset Management
Georgia
$1.65B -$6.25M -0.4% 79
CFD
319
Creative Financial Designs
Indiana
$1.65B +$58.2M +4% 2,241
ECM
320
Everence Capital Management
Indiana
$1.64B -$48.7M -3% 915
CPCM
321
Cardinal Point Capital Management
Ontario, Canada
$1.63B +$101M +7% 307
FSA
322
Franklin Street Advisors
North Carolina
$1.63B -$123M -7% 183
SWA
323
Stratos Wealth Advisors
Ohio
$1.63B -$442M -21% 694
LPT
324
Legacy Private Trust
Wisconsin
$1.62B -$79M -5% 269
PPW
325
Parcion Private Wealth
Washington
$1.61B -$30.1M -2% 487