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
CA
3526
Cumberland Advisors
Florida
$255M -$8.29M -3% 50
WFC
3527
Western Financial Corp
California
$255M +$3.33M +1% 152
APIM
3528
Agate Pass Investment Management
Washington
$255M -$13.7M -5% 109
KIG
3529
Kennedy Investment Group
New Jersey
$255M -$9.74M -4% 147
2
3530
2Xideas
Switzerland
$255M -$102M -29% 53
ECM
3531
Element Capital Management
New York
$255M +$61.9M +32% 82
JFG
3532
Juno Financial Group
Virginia
$255M +$5.27M +2% 71
PIP
3533
Palisades Investment Partners
California
$255M -$9.65M -4% 56
LRIC
3534
Long Road Investment Counsel
Michigan
$255M -$8.95M -3% 81
GAMC
3535
Garner Asset Management Corp
Texas
$255M -$5.64M -2% 425
TIA
3536
Tiemann Investment Advisors
California
$255M -$2.53M -1% 217
WWM
3537
Westwood Wealth Management
California
$255M +$122M +92% 130
CWA
3538
Choice Wealth Advisors
Maine
$255M +$1.85M +0.7% 38
LBWM
3539
Left Brain Wealth Management
Illinois
$255M -$34.5M -12% 103
TF
3540
Tenon Financial
New Jersey
$255M +$17.3M +7% 55
IWS
3541
Integrity Wealth Solutions
Colorado
$255M +$1.74M +0.7% 135
FFC
3542
First Financial Corp
Indiana
$255M -$10.4M -4% 309
1W
3543
1776 Wealth
Georgia
$254M -$11.3M -4% 149
AFA
3544
Alta Fundamental Advisers
New York
$254M +$40.6M +19% 25
WQ
3545
Wealth Quarterback
New Jersey
$254M -$23.7M -9% 167
SWM
3546
Selby Wealth Management
California
$254M +$5.85M +2% 84
MAS
3547
Madden Advisory Services
Florida
$254M +$5.2M +2% 112
SIP
3548
Sellwood Investment Partners
Oregon
$254M -$2.27M -0.9% 60
ECML
3549
Eagle Capital Management (Louisiana)
Louisiana
$254M -$21.3M -8% 53
MWM
3550
MorganRosel Wealth Management
Colorado
$254M -$146M -37% 124