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
IASG
3501
Investment Advisory Services Group
Florida
$115M +$2.28M +2% 31
WF
3502
WealthPoint Financial
North Carolina
$115M $0 0% 117
PA
3503
Powerhouse Assets
Massachusetts
$115M +$1.22M +1% 56
AWA
3504
Asempa Wealth Advisors
Louisiana
$115M -$1.27M -1% 120
DF
3505
Dedeker Financial
Minnesota
$115M +$3.03M +3% 63
HWM
3506
HBE Wealth Management
Nebraska
$115M +$8.43M +8% 55
SCM
3507
Summerhill Capital Management
Ontario, Canada
$115M +$6.3M +6% 36
MASM
3508
MH & Associates Securities Management
California
$115M -$7.87M -6% 104
LC
3509
Longitude (Cayman)
Cayman Islands
$115M -$915K -0.8% 33
KA
3510
Kailix Advisors
Florida
$114M +$24.6M +27% 13
WA
3511
Winter & Associates
Minnesota
$114M +$6.04M +6% 87
SI
3512
Stirlingshire Investments
New York
$114M +$1.32M +1% 221
LRWM
3513
Lord & Richards Wealth Management
Colorado
$114M -$2.45M -2% 53
CH
3514
CDKV Holdings
Colorado
$114M -$5.63M -5% 284
CW
3515
CrossGen Wealth
North Carolina
$114M +$339K +0.3% 209
NA
3516
Nestegg Advisors
New York
$114M -$3.21M -3% 54
BWM
3517
Bosman Wealth Management
California
$114M -$8.13M -7% 66
MPIA
3518
Milestones Private Investment Advisors
New York
$114M -$31.9M -22% 120
EBA
3519
Eagle Bay Advisors
New York
$113M -$23.6M -17% 272
TIM
3520
Titan Investment Management
Indiana
$113M +$3.57M +3% 45
ICCFGIA
3521
IDG China Capital Fund GP III Associates
China
$113M +$8.94M +9% 2
HIFS
3522
Hingham Institution for Savings
Massachusetts
$113M -$8.88M -7% 16
ACM
3523
Andina Capital Management
Utah
$113M -$52.3M -32% 182
MIA
3524
MeadowBrook Investment Advisors
Michigan
$113M -$4.3M -4% 205
CWM
3525
Cooke Wealth Management
California
$113M -$1.7M -1% 38