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, 4,833 funds (~55%) 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
TWCA
3326
Two West Capital Advisors
Kansas
$189M +$16.7M +10% 105
PWM
3327
PTM Wealth Management
United States
$189M +$11.5M +6% 61
FCCM
3328
First City Capital Management
Georgia
$189M -$597K -0.3% 162
MFPI
3329
Midwest Financial Partners Investments
Minnesota
$189M +$8.61M +5% 78
GPWM
3330
Grant Private Wealth Management
California
$188M +$22.9M +14% 163
JKA
3331
Jones Kertz & Associates
Minnesota
$188M -$6.21M -3% 67
BI
3332
Beckerman Institutional
New Jersey
$188M +$10.1M +6% 122
AWP
3333
Axis Wealth Partners
Rhode Island
$188M +$7.04M +4% 176
SA
3334
Sylvest Advisors
Texas
$188M +$595K +0.3% 77
EAM
3335
Everstar Asset Management
North Carolina
$188M +$1.36M +0.7% 212
WPW
3336
Winthrop Partners - WNY
New York
$188M +$1.99M +1% 88
IWAO
3337
Independence Wealth Advisors (Ohio)
Ohio
$188M +$9.83M +6% 95
DKCM
3338
Davidson Kahn Capital Management
California
$188M -$4.83M -3% 67
BWG
3339
Boomfish Wealth Group
Georgia
$187M +$231K +0.1% 93
FCB
3340
First County Bank
Connecticut
$187M -$3.66M -2% 175
WWA
3341
Wingate Wealth Advisors
Massachusetts
$187M +$7.9M +4% 126
PP
3342
Pearl Planning
Michigan
$187M +$23.6M +14% 54
BAH
3343
Beacon Advisors Holdings
Texas
$187M -$2.92M -2% 37
HFS
3344
Hoge Financial Services
Pennsylvania
$187M +$1.29M +0.7% 76
VWMG
3345
Virginia Wealth Management Group
Virginia
$187M +$15.7M +9% 57
WWM
3346
Whalen Wealth Management
Nevada
$187M +$383K +0.2% 236
AC
3347
AMANSA Capital
Singapore
$187M -$85.5M -31% 2
HC
3348
Hurley Capital
New York
$186M +$7.92M +4% 742
ACM
3349
Aubrey Capital Management
United Kingdom
$186M -$67.9M -27% 61
LPCM
3350
Lynwood Price Capital Management
Texas
$186M -$19.4M -9% 14