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
NS
3601
Northland Securities
Minnesota
$105M +$751K +0.7% 118
ANBOT
3602
American National Bank of Texas
Texas
$105M +$826K +0.8% 61
AFG
3603
Artesa Financial Group
Texas
$105M +$7.73M +8% 57
FCM
3604
Fell Capital Management
California
$105M +$2.23M +2% 92
HA
3605
Helium Advisors
Washington
$105M +$6.02M +6% 98
SPW
3606
Signet Private Wealth
Illinois
$105M +$249K +0.2% 137
WIM
3607
Waycross Investment Management
Washington
$105M -$9.03M -8% 50
MAM
3608
McLaughlin Asset Management
Illinois
$105M -$7.11M -6% 97
CFCS
3609
CDM Financial Counseling Services
Connecticut
$105M -$2.13M -2% 82
FWM
3610
Forteris Wealth Management
New York
$104M +$2.88M +3% 72
SWM
3611
Stonebridge Wealth Management
Illinois
$104M -$1.52M -1% 38
BI
3612
Breachway Investments
Rhode Island
$104M +$9.36M +10% 99
JMA
3613
J.M. Arbour
Maine
$104M +$3.95M +4% 131
LCS
3614
Luma Capital SA
$104M -$2.68M -3% 12
BFP
3615
Birchwood Financial Partners
Minnesota
$104M +$2.99M +3% 372
CAM
3616
CenterStar Asset Management
Illinois
$104M +$40.1M +63% 325
RFPS
3617
Reality Financial Planning Services
Florida
$104M -$786K -0.8% 20
HPWM
3618
High Point Wealth Management
New Jersey
$104M -$2.9M -3% 276
MS
3619
Monetary Solutions
Ohio
$103M +$1.96M +2% 322
CS
3620
Crescent Sterling
Louisiana
$103M +$5.79M +6% 83
TFP
3621
Townsend Financial Planning
Kentucky
$103M +$3.4M +3% 29
MWM
3622
MY Wealth Management
Maryland
$103M -$11.4M -10% 38
ABLA
3623
Alan B. Lancz & Associates
Ohio
$103M -$10.8M -9% 141
GWL
3624
Generations Wealth LLC
Ohio
$103M +$5.26M +5% 30
VCM
3625
Vavra Capital Management
Pennsylvania
$103M +$1.06M +1% 24