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
GMFG
3351
Greater Midwest Financial Group
Minnesota
$186M +$7.19M +4% 71
AWS
3352
Aspen Wealth Strategies
Colorado
$186M +$3.37M +2% 88
HA
3353
Hofer & Associates
California
$186M -$2.67M -1% 67
SVBP
3354
Strategic Value Bank Partners
Ohio
$186M +$40M +27% 17
MIM
3355
Merrion Investment Management
New Jersey
$186M +$400K +0.2% 115
PWM
3356
Pacific Wealth Management
California
$186M -$29.5M -14% 23
KA
3357
Kearns & Associates
California
$186M -$7.7M -4% 41
EF
3358
Envision Financial
Wisconsin
$186M -$3.36M -2% 47
MIM
3359
Meixler Investment Management
Arizona
$186M +$21.3M +13% 98
FA
3360
Financial Alternatives
California
$185M +$13.5M +8% 87
BFG
3361
Baron Financial Group
New Jersey
$185M -$1.1M -0.6% 57
BP
3362
BCK Partners
New York
$185M +$178K +0.1% 27
WAM
3363
Walker Asset Management
Missouri
$185M -$1.17M -0.6% 150
CPW
3364
Catalyst Private Wealth
California
$185M -$44.3M -19% 77
KWA
3365
Kellett Wealth Advisors
Ohio
$184M +$9.42M +5% 86
CCA
3366
Cypress Capital Advisors
Tennessee
$184M -$1.89M -1% 79
AI
3367
Arrien Investments
Idaho
$184M +$7.1M +4% 47
S
3368
Sachetta
Massachusetts
$184M +$1.81M +1% 1,130
IIA
3369
Integrity Investment Advisors
Colorado
$184M +$2.85M +2% 88
DF
3370
Define Financial
California
$184M +$7.83M +4% 45
HIM
3371
Harbour Investment Management
Washington
$184M -$4.44M -2% 107
TCM
3372
Tassel Capital Management
North Carolina
$184M +$18.9M +11% 38
LAMC
3373
Longview Asset Management (California)
California
$184M +$2.66M +1% 175
SWMG
3374
Sard Wealth Management Group
Georgia
$184M +$1.71M +0.9% 62
EFIC
3375
Eliot Finkel Investment Counsel
California
$184M +$20.6M +13% 33