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, 2,851 funds (~33%) 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
NGA
376
Naples Global Advisors
Florida
$1.37B +$32.2M +2% 453
SOS
377
Silver Oak Securities
Tennessee
$1.37B -$112M -8% 877
MAWA
378
Moss Adams Wealth Advisors
Washington
$1.37B -$12.2M -0.9% 291
BOF
379
Bank of Finland
Finland
$1.37B -$73.3M -5% 4
BFG
380
Bouchey Financial Group
New York
$1.36B +$29.5M +2% 179
VC
381
Vicus Capital
Pennsylvania
$1.36B +$27M +2% 271
ACM
382
AlphaStar Capital Management
North Carolina
$1.36B -$6.42M -0.5% 273
CFIA
383
Cantor Fitzgerald Investment Advisors
New York
$1.36B +$5.71M +0.4% 188
NCM
384
Narwhal Capital Management
Georgia
$1.36B -$20.9M -2% 172
KFP
385
KMG Fiduciary Partners
Ohio
$1.35B -$54.6M -4% 273
HCA
386
Heck Capital Advisors
Wisconsin
$1.35B +$6.2M +0.5% 235
VV
387
Verity & Verity
South Carolina
$1.34B +$54.6M +4% 156
WA
388
WBH Advisory
Maryland
$1.34B -$15.2M -1% 363
NS
389
NBC Securities
Alabama
$1.33B -$1.31M -0.1% 2,877
TCWA
390
Turtle Creek Wealth Advisors
Texas
$1.32B +$54.3M +4% 514
GSEP
391
Golden State Equity Partners
California
$1.32B +$702M +113% 2,083
CUAMC
392
China Universal Asset Management Company
China
$1.32B +$18.4M +1% 530
MW
393
MBL Wealth
North Carolina
$1.32B +$73.6M +6% 347
UA
394
Unison Advisors
District of Columbia
$1.32B +$174M +15% 177
VPI
395
Value Partners Investments
Manitoba, Canada
$1.31B +$6.86M +0.5% 108
SBWIC
396
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.31B -$75.2M -5% 162
FHC
397
First Heartland Consultants
Missouri
$1.31B -$14.1M -1% 579
CCFM
398
Clear Creek Financial Management
Washington
$1.3B +$79.3M +6% 657
PWP
399
Private Wealth Partners
California
$1.3B -$113M -8% 180
COCM
400
Charter Oak Capital Management
New Hampshire
$1.29B -$21.4M -2% 218