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
WCG
3701
Wall Capital Group
Arizona
$93.7M -$11.4M -11% 27
LAS
3702
LWM Advisory Services
Florida
$93.7M -$77M -45% 90
GAM
3703
Gritstone Asset Management
Maryland
$93.6M -$11.2M -11% 193
WAG
3704
Wallace Advisory Group
California
$93.6M -$1.69M -2% 140
RAM
3705
Robocap Asset Management
United Kingdom
$93.5M -$18.5M -16% 27
SPW
3706
Surience Private Wealth
Washington
$93.2M +$4.78M +5% 50
IIWM
3707
Investment Insight Wealth Management
New York
$92.7M -$9.13M -9% 37
ITG
3708
Index Technologies Group
New York
$91.8M -$3.97M -4% 171
GHAI
3709
Good Harbor Advisors, Inc.
Massachusetts
$91.6M +$5.67M +7% 83
AM
3710
Account Management
Massachusetts
$91.3M -$1.94M -2% 23
PHIMC
3711
Private Harbour Investment Management & Counsel
Ohio
$91.1M -$4.59M -5% 37
PGWA
3712
Plus Group Wealth Advisors
Wisconsin
$90.9M +$747K +0.8% 43
ML
3713
MLP3 LLC
New Jersey
$90.7M -$889K -1% 92
GMH
3714
General Motors Holdings
Michigan
$90.5M -$95.4M -51% 5
CIM
3715
Catalyst Investment Management
New Hampshire
$90.2M -$15.3M -15% 80
SIC
3716
Sage Investment Counsel
Tennessee
$90.1M -$752K -0.8% 131
SIRP
3717
Shelter Insurance Retirement Plan
Missouri
$89.8M -$2.71M -3% 8
MFS
3718
Miller Financial Services
Michigan
$89.7M +$4.57M +5% 131
PFO
3719
PMG Family Office
Texas
$89.6M +$3.03M +4% 103
BC
3720
Bayforest Capital
United Kingdom
$89.3M -$44.9M -33% 1,116
UCM
3721
Up Capital Management
California
$89.1M -$22.7M -20% 28
JTF
3722
J. Team Financial
Texas
$89.1M -$10.9M -11% 96
CAM
3723
Capital Asset Management
Colorado
$88.8M -$1.45M -2% 79
XFP
3724
Xena Financial Planning
Oregon
$88.6M +$3.46M +4% 35
GBA
3725
Garrison Bradford & Associates
New York
$88.4M -$3.73M -4% 41