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
HWM
3851
Hemming & Wealth Management
Michigan
$143M -$2.88M -2% 16
MIM
3852
Macroview Investment Management
Maryland
$143M -$2.07M -1% 105
OFO
3853
OneAscent Family Office
Alabama
$143M -$4.36M -3% 208
GT
3854
GreatBanc Trust
Illinois
$143M +$992K +0.7% 78
12CM
3855
11.2 Capital Management
Nevada
$143M -$29.2M -17% 1
SC
3856
Settian Capital
New York
$143M -$7.17M -5% 31
PWA
3857
Primoris Wealth Advisors
Florida
$143M -$24.4M -15% 124
SRS
3858
Strong Retirement Solutions
Washington
$143M -$5.67M -4% 93
CA
3859
Chatterton & Associates
California
$143M +$25.9M +22% 102
BAG
3860
Bauman Advisory Group
Nevada
$143M +$18.6M +15% 70
AWA
3861
Arbor Wealth Advisors
Michigan
$143M +$2.22M +2% 58
NWM
3862
Navigate Wealth Management
Alabama
$142M 72
PSB
3863
Piscataqua Savings Bank
New Hampshire
$142M -$168K -0.1% 421
AFA
3864
Avant Financial Advisors
Texas
$142M +$3.11M +2% 67
WCFP
3865
White & Co Financial Planning
Washington
$142M +$8.47M +6% 20
IWB
3866
Innovative Wealth Building
Maryland
$142M +$4.98M +4% 71
KCAM
3867
Kagan Cocozza Asset Management
New Jersey
$142M +$1.52M +1% 70
OFG
3868
Opulen Financial Group
Virginia
$142M +$4.82M +4% 117
HA
3869
HFG Advisors
Ohio
$142M +$4.09M +3% 125
NWS
3870
Nvest Wealth Strategies
Ohio
$142M +$6.82M +5% 412
SR
3871
Summer Road
Florida
$142M +$4.32M +3% 25
SF
3872
Seek First
California
$142M -$3.2M -2% 62
OC
3873
Opinicus Capital
Florida
$142M -$1.61M -1% 107
CCA
3874
Cottonwood Capital Advisors
Utah
$142M +$1.52M +1% 91
SH
3875
SLT Holdings
Arizona
$142M -$8.26M -6% 158