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
MHWM
3601
Montz Harcus Wealth Management
Louisiana
$248M +$916K +0.4% 96
EPW
3602
Evergreen Private Wealth
Colorado
$247M -$6.29M -2% 95
NF
3603
NavPoint Financial
Minnesota
$247M +$13.3M +6% 75
AB
3604
ANB Bank
Colorado
$247M -$4.8M -2% 137
BFM
3605
Blacksheep Fund Management
Ireland
$247M +$1.24M +0.5% 8
VWM
3606
Vivid Wealth Management
Iowa
$247M -$10.2M -4% 73
RC
3607
Resolute Capital
South Carolina
$247M +$7.61M +3% 62
HWA
3608
Hillcrest Wealth Advisors
New Jersey
$247M +$14.6M +6% 55
ACA
3609
American Capital Advisory
Idaho
$247M +$16.8M +7% 1,219
FA
3610
FF Advisors
California
$247M +$22.3M +10% 122
VWA
3611
Valued Wealth Advisors
Utah
$247M +$19.4M +9% 771
IAM
3612
Iridian Asset Management
Connecticut
$247M -$24.9M -9% 48
YWS
3613
Yarger Wealth Strategies
Ohio
$247M +$13.9M +6% 133
MICM
3614
Matthews International Capital Management
California
$246M -$82.9M -25% 47
VP
3615
Verisail Partners
Georgia
$246M +$3.02M +1% 26
CI
3616
Cordant Inc
Oregon
$246M +$7.86M +3% 77
FPW
3617
Flagship Private Wealth
Massachusetts
$246M -$7.92M -3% 117
MPPW
3618
Mitchell & Pahl Private Wealth
Oklahoma
$246M +$5.37M +2% 146
DB
3619
Dravo Bay
Delaware
$246M +$5.49M +2% 55
HA
3620
Hanover Advisors
South Carolina
$246M -$11.5M -4% 121
CSC
3621
Caldwell Sutter Capital
California
$246M +$10M +4% 915
RPCONE
3622
Retirement Planning Company of New England
Rhode Island
$246M -$3.45M -1% 257
IRP
3623
Investment Research Partners
Pennsylvania
$246M +$13M +6% 258
MC
3624
Mirabaud & Cie
Switzerland
$246M -$64.5M -21% 65
HWM
3625
HighMark Wealth Management
Minnesota
$246M +$215K +0.1% 618