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
QCIG
3576
Quad-Cities Investment Group
Iowa
$251M +$8.51M +4% 206
RW
3577
REDW Wealth
New Mexico
$251M -$11.6M -4% 105
EWM
3578
Essex Woodlands Management
Texas
$251M -$67.7M -21% 6
BWA
3579
Boulder Wealth Advisors
Colorado
$251M +$13.9M +6% 41
CWM
3580
Chicago Wealth Management
Illinois
$251M +$1.68M +0.7% 64
PF
3581
Parker Financial
Washington
$250M +$3.72M +2% 38
TGP
3582
TMT General Partner
Hong Kong
$250M +$3.88M +2% 3
BIA
3583
Bigelow Investment Advisors
Maine
$250M -$6.22M -2% 157
PWIA
3584
Porter White Investment Advisors
Alabama
$250M +$5.87M +2% 41
SM
3585
Skaana Management
New York
$249M +$66.2M +36% 185
FDDB
3586
Fidelity D&D Bancorp
Pennsylvania
$249M +$17.9M +8% 112
EB
3587
Emprise Bank
Kansas
$249M +$8.52M +4% 114
SCM
3588
Step Capital Management
$249M +$59.9M +32% 29
BWM
3589
Buska Wealth Management
Wisconsin
$249M -$21.7M -8% 82
DWM
3590
Dopkins Wealth Management
New York
$249M +$4.11M +2% 95
FGG
3591
Financial Guidance Group
Florida
$249M +$4.36M +2% 90
TWM
3592
Tumwater Wealth Management
Idaho
$249M +$3.27M +1% 37
DRS
3593
Deane Retirement Strategies
Louisiana
$249M +$6.9M +3% 85
DFG
3594
Dupree Financial Group
Kentucky
$248M -$26M -9% 86
FIG
3595
FSA Investment Group
Florida
$248M +$84.4M +51% 51
GWS
3596
Greykasell Wealth Strategies
California
$248M -$5.23M -2% 573
AAG
3597
Avalon Advisory Group
Pennsylvania
$248M +$2.79M +1% 13
TW
3598
Towerpoint Wealth
California
$248M -$4.75M -2% 98
IFPG
3599
Intrepid Financial Planning Group
Indiana
$248M -$15.3M -6% 131
AI
3600
AXS Investments
New York
$248M -$42.8M -15% 205