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
AC
3376
Attessa Capital
Arizona
$184M +$905K +0.5% 36
KA
3377
Kure Advisory
Minnesota
$184M +$4.83M +3% 61
GWM
3378
Global Wealth Management
New Jersey
$183M -$2.4M -1% 48
GWMI
3379
Guardian Wealth Management (Illinois)
Illinois
$183M +$13M +8% 68
FI
3380
Finivi Inc
Massachusetts
$183M +$10.2M +6% 115
KCM
3381
Kennicott Capital Management
California
$183M -$23.1M -11% 49
MF
3382
Meridian Financial
Massachusetts
$183M -$672K -0.4% 147
NCM
3383
Northland Capital Management
Minnesota
$183M +$4.34M +2% 32
RMC
3384
Ring Mountain Capital
California
$183M -$12.2M -6% 101
SPI
3385
Sutton Place Investors
New York
$183M +$692K +0.4% 141
IIL
3386
Insight Inv LLC
California
$183M +$4.37M +2% 112
WA
3387
WESPAC Advisors
California
$183M -$1.82M -1% 211
SIA
3388
Stegner Investment Associates
Kentucky
$183M -$5.59M -3% 32
SAS
3389
Sage Advisory Services
Texas
$183M -$1M -0.5% 49
MWP
3390
Meriwether Wealth & Planning
Louisiana
$183M +$5.25M +3% 135
MAM
3391
MWA Asset Management
Massachusetts
$182M +$3.04M +2% 163
RS
3392
R Squared
Hong Kong
$182M -$31.9M -15% 696
CFG
3393
Cosner Financial Group
Colorado
$182M -$13.9M -7% 38
CFG
3394
Capital Financial Group
Colorado
$182M +$2.76M +2% 108
OWA
3395
Oak Wealth Advisors
Illinois
$182M +$7.83M +4% 60
TFP
3396
Tilia Fiduciary Partners
North Carolina
$182M +$829K +0.5% 121
LG
3397
LAM Group
Oregon
$182M +$7.22M +4% 135
HWM
3398
HFG Wealth Management
Texas
$182M +$329K +0.2% 53
DCM
3399
Delta Capital Management
New Jersey
$182M +$3.69M +2% 106
SBCM
3400
Silverberg Bernstein Capital Management
New York
$182M +$8.37M +5% 68