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
AWM
3826
Apex Wealth Management
New Hampshire
$146M +$47.3M +48% 63
AGP
3827
Aspire Growth Partners
Florida
$146M +$2.14M +1% 128
SIM
3828
Sentry Investment Management
Wisconsin
$146M -$6.54M -4% 514
CWM
3829
Copia Wealth Management
Oregon
$146M +$5.58M +4% 549
SWM
3830
Seed Wealth Management
Illinois
$145M +$388K +0.3% 104
PW
3831
Paladin Wealth
Minnesota
$145M -$1.08M -0.7% 130
AI
3832
Axecap Investments
Ohio
$145M -$16.8M -10% 91
KFO
3833
Kopp Family Office
Minnesota
$145M -$11.3M -7% 22
AIP
3834
Alexis Investment Partners
Texas
$145M -$123M -46% 99
AF
3835
Amara Financial
California
$145M +$683K +0.5% 48
MCM
3836
MidAtlantic Capital Management
Virginia
$145M -$11.2M -7% 241
BCM
3837
BluePath Capital Management
Georgia
$145M -$3.24M -2% 119
AWMG
3838
ADG Wealth Management Group
Louisiana
$145M +$12.7M +10% 53
AFA
3839
Antonelli Financial Advisors
Michigan
$145M -$7.35M -5% 55
CFP
3840
Comprehensive Financial Planning
Pennsylvania
$144M -$6.82M -5% 451
C
3841
Covestor
United Kingdom
$144M -$46.6M -24% 2,931
EB
3842
Exchange Bank
California
$144M -$295K -0.2% 126
NJIM
3843
Nabity-Jensen Investment Management
Nebraska
$144M -$3.48M -2% 74
IFS
3844
Integrated Financial Solutions
Virginia
$144M -$22.6M -14% 35
II
3845
Impact Investors
California
$144M -$194K -0.1% 118
GFA
3846
Gladwyn Financial Advisors
Virginia
$144M +$1.41M +1% 87
AWM
3847
Aureum Wealth Management
Florida
$144M +$35.9M +33% 63
CWMA
3848
Capstone Wealth Management (Alabama)
Alabama
$143M +$6.38M +5% 52
AAM
3849
Ackerman Asset Management
Maryland
$143M -$7.03M -5% 39
SA
3850
Stolz & Associates
Washington
$143M +$13.7M +11% 34