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, 4,833 funds (~55%) 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
HG
3626
Herbst Group
Connecticut
$162M -$8.04M -5% 79
GWM
3627
Greenhouse Wealth Management
Connecticut
$162M -$7.37M -4% 62
CFG
3628
Carter Financial Group
Illinois
$162M -$6.91M -4% 131
GFM
3629
GEN Financial Management
Minnesota
$162M +$2.71M +2% 51
BCG
3630
BayBridge Capital Group
California
$161M $0 0% 95
IC
3631
Innealta Capital
Texas
$161M -$23.8M -13% 99
GWA
3632
Gutierrez Wealth Advisory
Arkansas
$161M +$1.77M +1% 72
FPWM
3633
Five Pine Wealth Management
Idaho
$161M +$4.96M +3% 47
RWM
3634
Riverbend Wealth Management
South Carolina
$161M +$2.02M +1% 156
MSA
3635
McAlister Sweet & Associates
Texas
$161M +$28.9M +22% 34
TA
3636
TPG Advisors
Illinois
$160M -$221K -0.1% 114
RB
3637
Robert Bosch
Germany
$160M -$21.1M -12% 3
PWSG
3638
Pacific Wealth Strategies Group
California
$160M -$16.4M -9% 66
WU
3639
Washington University
Missouri
$160M -$37.6M -19% 5
TPW
3640
Turn8 Private Wealth
$160M +$20.5M +15% 58
WHCI
3641
W.H. Cornerstone Investments
Massachusetts
$160M -$5.89M -4% 134
GHC
3642
Great Hill Capital
New York
$160M +$14.9M +10% 34
SMF
3643
Sterling Manor Financial
New York
$160M -$375K -0.2% 41
RFS
3644
Richardson Financial Services
Massachusetts
$160M -$150M -48% 665
BBA
3645
Braun-Bostich & Associates
Pennsylvania
$160M -$2.38M -1% 137
EFG
3646
Erickson Financial Group
Pennsylvania
$160M -$3.27M -2% 25
BFAG
3647
Blackston Financial Advisory Group
Florida
$160M -$4.76M -3% 114
SA
3648
swisspartners Advisors
Switzerland
$159M +$21.4M +16% 24
HCM
3649
Hahn Capital Management
California
$159M -$26.3M -14% 33
RWS
3650
Retirement Wealth Solutions
Wisconsin
$159M +$385K +0.2% 864