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
KW
3826
Keyvantage Wealth
Pennsylvania
$227M -$6.86M -3% 103
PCG
3827
PFC Capital Group
California
$227M -$15.8M -7% 92
SIA
3828
Schear Investment Advisers
Ohio
$227M -$5.58M -2% 81
ORG
3829
Optimist Retirement Group
Washington
$227M +$8.47M +4% 130
HHWM
3830
Hiley Hunt Wealth Management
Nebraska
$227M +$3.25M +1% 52
DCM
3831
Dudley Capital Management
Virginia
$227M -$1.3M -0.6% 145
GAM
3832
GEM Asset Management
Michigan
$227M +$2.2M +1% 113
SCM
3833
Steadview Capital Management
United Kingdom
$227M -$304M -57% 14
CCP
3834
Cane Capital Partners
Louisiana
$227M -$11.7M -5% 141
BTIM
3835
BancFirst Trust & Investment Management
Oklahoma
$226M -$16.2M -7% 42
PP
3836
Patron Partners
Texas
$226M +$1.84M +0.8% 193
HFS
3837
Horizon Financial Services
North Carolina
$226M +$6.48M +3% 439
EA
3838
Ergawealth Advisors
Illinois
$226M +$8.83M +4% 59
EWM
3839
Endowment Wealth Management
Wisconsin
$226M +$8.46M +4% 172
MWM
3840
MOKAN Wealth Management
Kansas
$226M +$499K +0.2% 115
RF
3841
Robbins Farley
New Hampshire
$226M +$5.39M +2% 150
SONJCPFA
3842
State of New Jersey Common Pension Fund A
New Jersey
$226M -$44.1M -16% 3
PFA
3843
Peak Financial Advisors
Colorado
$226M +$3.25M +1% 100
HFO
3844
Heritage Family Offices
Arizona
$225M +$5.45M +2% 244
BCFD
3845
Boit C.F. David
$225M -$6.09M -3% 120
KGP
3846
Keystone Global Partners
Colorado
$225M -$2.05M -0.9% 59
WR
3847
WD Rutherford
Oregon
$225M -$14.2M -6% 81
AWM
3848
Altus Wealth Management
Kentucky
$225M -$6.98M -3% 30
NIA
3849
NIA Impact Advisors
California
$225M -$73M -25% 111
FCM
3850
Family Capital Management
Michigan
$225M -$220K -0.1% 107