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
CIM
3476
CenturyLink Investment Management
Colorado
$175M +$78M +81% 3
AWMM
3477
Aegis Wealth Management (Maryland)
Maryland
$175M -$2.05M -1% 124
BW
3478
Basepoint Wealth
Iowa
$175M +$10.2M +6% 666
LWA
3479
LifeGoal Wealth Advisors
New York
$175M +$24.7M +16% 117
SCM
3480
Sunbeam Capital Management
Georgia
$175M +$5.95M +4% 114
GI
3481
GS Investments
Minnesota
$175M -$9.52M -5% 136
KRW
3482
Kaufman Rossin Wealth
Florida
$174M -$17.6M -9% 163
BGWM
3483
Bridge Generations Wealth Management
Florida
$174M +$12.9M +8% 129
MWM
3484
Melfa Wealth Management
Massachusetts
$174M +$632K +0.4% 207
EFG
3485
Ehrlich Financial Group
California
$174M -$1.7M -1% 130
GWAM
3486
Guardian Wealth Advisors (Minnesota)
Minnesota
$174M -$3.37M -2% 71
EWM
3487
Echo Wealth Management
Minnesota
$174M +$2.4M +1% 49
GRA
3488
Golden Road Advisors
Florida
$174M -$2.04M -1% 55
CFS
3489
Coordinated Financial Services
Colorado
$173M -$555K -0.3% 190
FFP
3490
Forbes Financial Planning
Rhode Island
$173M +$2.05M +1% 38
CTEF
3491
Capital Today Evergreen Fund
Cayman Islands
$173M -$43.3M -20% 3
PDN
3492
Pensionfund DSM Netherlands
Netherlands
$173M +$21M +14% 77
SCA
3493
Sander Capital Advisors
Washington
$173M -$37.3M -18% 12
SCM
3494
Saxony Capital Management
Missouri
$172M +$9.21M +6% 182
PSC
3495
Prentiss Smith & Co
Vermont
$172M +$4.84M +3% 67
WCM
3496
Washburn Capital Management
Florida
$172M -$9.51M -5% 60
SWM
3497
Salvus Wealth Management
New Jersey
$172M -$6.88M -4% 142
AIG
3498
Abbington Investment Group
Connecticut
$172M +$25.5M +17% 51
WF
3499
Williams Financial
Vermont
$172M -$1.05M -0.6% 25
MSRI
3500
Michael S. Ryan Inc
New York
$172M -$1.1M -0.6% 57