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
TSMHT
3651
Thurston Springer Miller Herd & Titak
Indiana
$242M -$44.7M -16% 1,624
SC
3652
Summa Corp
Texas
$242M +$8.75M +4% 88
TA
3653
TKG Advisors
Indiana
$242M -$6.05M -2% 98
RA
3654
Resolute Advisors
California
$242M -$64.8M -21% 100
MWM
3655
McNaughton Wealth Management
California
$242M -$1.08M -0.4% 73
DA
3656
Dover Advisors
Virginia
$242M -$16.4M -6% 169
FWM
3657
FMB Wealth Management
California
$242M -$11.7M -5% 92
BWG
3658
Beta Wealth Group
California
$242M -$7.02M -3% 122
TPF
3659
Tribridge Partners Financial
Maryland
$242M +$3.28M +1% 81
DO
3660
denkapparat Operations
Germany
$242M +$57.7M +31% 364
BCA
3661
Ballentine Capital Advisors
South Carolina
$242M +$4.14M +2% 27
PWS
3662
Physician Wealth Solutions
Nevada
$242M +$5.78M +2% 45
EW
3663
Element Wealth
Mississippi
$241M -$279K -0.1% 221
TTA
3664
Thor Trading Advisors
Pennsylvania
$241M +$72.2K +0% 13
AA
3665
Altman Advisors
Illinois
$241M -$24.1M -9% 99
CWA
3666
Continuum Wealth Advisors
New York
$241M -$17.8M -7% 84
SIM
3667
Sherborne Investors Management
New York
$241M -$142M -37% 1
OFA
3668
Onyx Financial Advisors
Idaho
$241M +$4.95M +2% 18
RS
3669
Rakuten Securities
Japan
$241M -$67.5M -22% 964
MWM
3670
MBE Wealth Management
Wisconsin
$241M +$1.91M +0.8% 145
GL
3671
GHE LLC
Tennessee
$241M -$61.1M -20% 56
DJC
3672
Daily Journal Corp
California
$241M -$36M -13% 4
FF
3673
Foronjy Financial
California
$241M +$1.06M +0.4% 105
AP
3674
Advisortrust Partners
North Carolina
$240M +$12.8M +6% 267
CWA
3675
Carolina Wealth Advisors
South Carolina
$240M +$15.8M +7% 340