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, 6,136 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
NERM
3726
New England Research & Management
Illinois
$237M +$8.01M +4% 173
BWM
3727
Boyd Wealth Management
California
$236M +$658K +0.3% 51
SWM
3728
StoneCrest Wealth Management
Arizona
$236M -$11.4M -5% 77
JWWM
3729
Johnson & White Wealth Management
Pennsylvania
$236M +$6.57M +3% 113
SWA
3730
Sightline Wealth Advisors
Connecticut
$236M +$1.68M +0.7% 100
KTM
3731
Keeler Thomas Management
Utah
$236M +$26.4M +13% 147
RP
3732
Raelipskie Partnership
Ontario, Canada
$236M -$2.28M -1% 128
KFS
3733
Kaizen Financial Strategies
California
$236M +$9.58M +4% 186
FF
3734
Foundry Financial
California
$236M +$45.7M +24% 78
GCM
3735
Gables Capital Management
Florida
$236M -$678K -0.3% 479
AFM
3736
Armstrong Fleming & Moore
District of Columbia
$236M +$19.1M +9% 112
CWL
3737
Causey Wealth LLC
Colorado
$236M +$15.4M +7% 83
AFM
3738
Abbot Financial Management
Massachusetts
$235M -$5.82M -2% 139
I
3739
IMPACTfolio
Colorado
$235M -$2.82M -1% 37
IGYL
3740
I.G.Y. Ltd
United Kingdom
$235M +$21.8K +0% 3
AA
3741
ACT Advisors
North Carolina
$235M -$18.5M -7% 82
ECA
3742
Elevation Capital Advisory
Oregon
$235M -$9.89M -4% 89
ECP
3743
Elemental Capital Partners
California
$235M +$46.9M +25% 13
RGC
3744
Rubicon Global Capital
United Kingdom
$235M -$143M -38% 11
CWA
3745
Clarus Wealth Advisors
Arizona
$235M -$6.71M -3% 101
MFG
3746
Midwest Financial Group
Kansas
$234M +$8.14M +4% 129
GSB
3747
Greenfield Savings Bank
Massachusetts
$234M -$3.27M -1% 145
HWMT
3748
Heritage Wealth Management (Texas)
Texas
$234M +$3.56M +2% 41
AL3A
3749
Accel Leaders 3 Associates
California
$234M +$45.2M +24% 1
MC
3750
Matisse Capital
Oregon
$234M +$9.9M +4% 177