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
MVA
3876
Mount Vernon Associates
Maryland
$142M -$7.14M -5% 61
NA
3877
Networth Advisors
Pennsylvania
$141M +$5.98M +4% 448
MAM
3878
Maytree Asset Management
Hong Kong
$141M +$6.58M +5% 27
HFAS
3879
Hummer Financial Advisory Services
Illinois
$141M -$95.4K -0.1% 129
SFG
3880
Shum Financial Group
California
$141M +$2.6M +2% 93
VVM
3881
Versant Venture Management
California
$141M -$9.65M -6% 8
PR
3882
PSP Research
Pennsylvania
$141M +$26.9M +24% 105
RB
3883
Renasant Bank
Mississippi
$141M -$6.16M -4% 153
LAIC
3884
Lederer & Associates Investment Counsel
California
$141M -$7.79M -5% 88
SFS
3885
Sunrise Financial Services
Washington
$141M +$8.42M +6% 641
MFG
3886
Mosaic Financial Group
Illinois
$141M -$5.56M -4% 132
API
3887
Asset Planning Inc
California
$141M -$1.64M -1% 310
MQWP
3888
Morey & Quinn Wealth Partners
Nebraska
$141M +$1.32M +1% 139
OWM
3889
Orca Wealth Management
Florida
$141M +$899K +0.6% 71
APW
3890
Aurora Private Wealth
New Jersey
$140M -$11.7M -8% 173
PFW
3891
Petros Family Wealth
Minnesota
$140M -$9.91M -7% 156
RC
3892
Rexford Capital
Texas
$140M +$8M +6% 325
NWA
3893
Northwest Wealth Advisors
Washington
$140M +$11.5M +9% 65
HLA
3894
Hamilton Lane Advisors
Pennsylvania
$140M -$41.6M -23% 28
GIM
3895
Guild Investment Management
California
$140M +$5.1M +4% 60
CCP
3896
Crocodile Capital Partners
Germany
$140M -$27.5M -16% 15
SFC
3897
Summit Financial Consulting
Michigan
$140M +$1.99M +1% 48
RW
3898
Ridgeline Wealth
Arizona
$140M -$4.59M -3% 55
RWM
3899
Rolek Wealth Management
Pennsylvania
$139M -$6.45M -4% 23
SMCM
3900
Sky-Mountain Capital Management
Idaho
$139M -$11M -7% 39