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
PRTG
3401
Post Resch Tallon Group
New York
$124M +$5.31M +4% 125
EI
3402
EDMP Inc
Florida
$124M +$2.03M +2% 75
UFA
3403
Uptown Financial Advisors
Texas
$124M +$6.23M +5% 78
RHDIC
3404
R.H. Dinel Investment Counsel
California
$124M -$12.8M -9% 41
FJWM
3405
Ferguson Johnson Wealth Management
Maryland
$123M +$2.98M +2% 37
SPA
3406
Sound Portfolio Advisors
Connecticut
$123M +$4.05M +3% 45
KFG
3407
Kropog Financial Group
Louisiana
$123M -$6.01M -5% 36
AT
3408
Adelphi Trust
Florida
$123M +$367K +0.3% 112
SC
3409
Schubert & Co
Texas
$123M -$2.5M -2% 72
GFS
3410
Geremia Financial Services
New Jersey
$123M +$1.56M +1% 11
BSTWA
3411
Blake Schutter Theil Wealth Advisors
Ohio
$123M +$1.06M +0.9% 117
ACMA
3412
Arbor Capital Management (Alaska)
Alaska
$123M +$3.37M +3% 105
CWD
3413
Clarity Wealth Development
Oregon
$123M +$4.31M +4% 47
LCG
3414
Lakeshore Capital Group
Illinois
$123M -$2.46M -2% 78
AA
3415
ArborFi Advisors
Michigan
$122M -$702K -0.6% 51
SG
3416
Sankala Group
Colorado
$122M -$2.63M -2% 581
FFG
3417
First Financial Group
North Carolina
$122M +$4.94M +4% 80
SB
3418
Semitam Bonam
New York
$122M +$2.3M +2% 47
AWM
3419
Athena Wealth Management
Nevada
$122M +$19.3M +19% 121
KGC
3420
Kennon-Green & Company
Ohio
$122M -$3.91M -3% 41
PWP
3421
PrairieView Wealth Partners
Illinois
$122M +$11.8M +11% 31
MFC
3422
Miramar Fiduciary Corp
Nevada
$122M -$7.27M -6% 5
TFS
3423
Targeted Financial Services
Florida
$122M +$5.84M +5% 55
PLC
3424
Peapod Lane Capital
New York
$122M +$4.36M +4% 68
PWM
3425
Peak Wealth Management
New Hampshire
$122M +$2.24M +2% 56