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, 4,829 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
12CM
3851
11.2 Capital Management
Nevada
$143M -$29.2M -17% 1
SC
3852
Settian Capital
New York
$143M -$7.17M -5% 31
PWA
3853
Primoris Wealth Advisors
Florida
$143M -$24.4M -15% 124
SRS
3854
Strong Retirement Solutions
Washington
$143M -$5.67M -4% 93
CA
3855
Chatterton & Associates
California
$143M +$25.9M +22% 102
BAG
3856
Bauman Advisory Group
Nevada
$143M +$18.6M +15% 70
AWA
3857
Arbor Wealth Advisors
Michigan
$143M +$2.22M +2% 58
NWM
3858
Navigate Wealth Management
Alabama
$142M 72
PSB
3859
Piscataqua Savings Bank
New Hampshire
$142M -$168K -0.1% 421
AFA
3860
Avant Financial Advisors
Texas
$142M +$3.11M +2% 67
WCFP
3861
White & Co Financial Planning
Washington
$142M +$8.47M +6% 20
IWB
3862
Innovative Wealth Building
Maryland
$142M +$4.98M +4% 71
KCAM
3863
Kagan Cocozza Asset Management
New Jersey
$142M +$1.52M +1% 70
OFG
3864
Opulen Financial Group
Virginia
$142M +$4.82M +4% 117
HA
3865
HFG Advisors
Ohio
$142M +$4.09M +3% 125
NWS
3866
Nvest Wealth Strategies
Ohio
$142M +$6.82M +5% 412
SR
3867
Summer Road
Florida
$142M +$4.32M +3% 25
SF
3868
Seek First
California
$142M -$3.2M -2% 62
OC
3869
Opinicus Capital
Florida
$142M -$1.61M -1% 107
CCA
3870
Cottonwood Capital Advisors
Utah
$142M +$1.52M +1% 91
SH
3871
SLT Holdings
Arizona
$142M -$8.26M -6% 158
MVA
3872
Mount Vernon Associates
Maryland
$142M -$7.14M -5% 61
NA
3873
Networth Advisors
Pennsylvania
$141M +$5.98M +4% 448
MAM
3874
Maytree Asset Management
Hong Kong
$141M +$6.58M +5% 27
HFAS
3875
Hummer Financial Advisory Services
Illinois
$141M -$95.4K -0.1% 129