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, 6,137 funds (~70%) 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
SC
3501
Sawyer & Company
Massachusetts
$260M -$22.9M -8% 218
BOC
3502
Barbara Oil Co
Illinois
$259M -$9.9M -4% 78
FC
3503
Financial Council
Maryland
$259M +$8.72M +3% 107
PW
3504
Potentia Wealth
California
$259M -$13.9M -5% 97
BFA
3505
Bluestem Financial Advisors
Illinois
$259M +$73.4K +0% 34
QP
3506
Quartz Partners
New York
$259M -$9.92M -4% 192
CC
3507
Colrain Capital
Massachusetts
$259M +$76.7M +42% 27
CCAM
3508
Codex Capital Asset Management
Texas
$259M -$16.6M -6% 35
HCM
3509
HMS Capital Management
Tennessee
$259M +$16.8M +7% 121
PCM
3510
Ping Capital Management
New York
$259M +$7.48M +3% 82
BFP
3511
Beacon Financial Planning
Massachusetts
$258M +$50.8M +25% 76
GWM
3512
Glass Wealth Management
Texas
$258M +$14.3M +6% 68
OFS
3513
OMC Financial Services
New York
$258M -$10.4M -4% 66
SI
3514
Stash Investments
New York
$258M +$8.43M +3% 5
T
3515
TrustBank
Illinois
$258M +$18.1M +8% 166
AWMT
3516
AAFMAA Wealth Management & Trust
North Carolina
$258M +$2.64M +1% 103
CAG
3517
Carroll Advisory Group
Texas
$258M +$26.4M +11% 75
PAP
3518
Persistent Asset Partners
Hong Kong
$258M +$49.5M +24% 426
HC
3519
Hillman Company
Pennsylvania
$257M -$31.3M -11% 17
EBWM
3520
Eagle Bluffs Wealth Management
Missouri
$257M +$9.96M +4% 82
HFRG
3521
Houlihan Financial Resource Group
Virginia
$257M -$6.39M -2% 110
PHAM
3522
Palisades Hudson Asset Management
Florida
$257M -$1.36M -0.5% 109
TWM
3523
Trueblood Wealth Management
Ohio
$256M -$538K -0.2% 265
PCM
3524
Peirce Capital Management
Texas
$256M +$4.43M +2% 46
HP
3525
Highlander Partners
Texas
$256M -$23.2M -8% 68