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
FWM
3751
FMA Wealth Management
Massachusetts
$150M -$3.94M -3% 45
HWM
3752
Horizons Wealth Management
North Carolina
$150M -$23.9K -0% 168
WF
3753
WinCap Financial
Massachusetts
$150M +$4.61M +3% 96
GA
3754
Gordian Advisors
Arizona
$150M -$833K -0.6% 56
FFG
3755
Floyd Financial Group
Missouri
$150M +$2.2M +1% 71
PAYA
3756
Phil A. Younker & Associates
Alaska
$150M +$6.55M +5% 39
TDC
3757
Thompson Davis & Co
Virginia
$150M -$17.1M -10% 186
CI
3758
CPR Investments
Michigan
$150M +$896K +0.6% 70
PCMNC
3759
Piedmont Capital Management (North Carolina)
North Carolina
$150M -$2.25M -1% 124
LA
3760
Lakeside Advisors
Washington
$150M -$6.53M -4% 66
GWA
3761
Genesis Wealth Advisors
Massachusetts
$150M +$3.85M +3% 64
VWA
3762
VERITY Wealth Advisors
United States
$150M -$11.3M -7% 84
AIA
3763
Accelerate Investment Advisors
California
$150M +$1.29M +0.9% 142
JESC
3764
J.E. Simmons & Co
Texas
$150M -$4.75M -3% 72
ZC
3765
Zeit Capital
Colorado
$149M +$1.26M +0.9% 52
HA
3766
HC Advisors
Georgia
$149M +$4.87M +3% 62
CBOR
3767
Community Bank of Raymore
Missouri
$149M +$2.3M +2% 75
GWA
3768
Gibson Wealth Advisors
Texas
$149M +$3.33M +2% 37
VBCG
3769
Valley Brook Capital Group
Pennsylvania
$149M -$1.96M -1% 123
RFW
3770
Rainier Family Wealth
Washington
$149M +$16.4M +12% 104
MCM
3771
Mainstream Capital Management
California
$149M -$3.69M -2% 93
S
3772
Systrade
Liechtenstein
$149M -$14.9M -9% 15
CPA
3773
Cathy Pareto & Associates
Florida
$149M +$4.93M +3% 98
GIS
3774
Graphene Investments SAS
France
$149M -$10.5M -7% 44
AF
3775
Atala Financial
California
$149M -$7.87M -5% 131