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, 6,049 funds (~69%) 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
PFA
4076
Plotkin Financial Advisors
Maryland
$199M -$5.86M -3% 105
FF
4077
Friedenthal Financial
New Jersey
$199M +$5.03M +3% 326
CASB
4078
Cape Ann Savings Bank
Massachusetts
$199M +$4.16M +2% 124
DEM
4079
Disciplined Equity Management
Florida
$199M +$6M +3% 65
PMIA
4080
Patrick Mauro Investment Advisor
Illinois
$199M +$7.68M +4% 43
GPW
4081
Gray Private Wealth
Massachusetts
$199M -$5.93M -3% 52
SPWG
4082
Sage Private Wealth Group
Illinois
$199M +$12.7M +7% 99
NI
4083
Niatross Investments
$199M +$40.7M +26% 1
STA
4084
Smith Thornton Advisors
Alabama
$199M +$1.99M +1% 133
KL
4085
KilterHowling LLC
Colorado
$198M +$978K +0.5% 54
FTIA
4086
Four Tree Island Advisory
New Hampshire
$198M +$17M +9% 24
FWM
4087
Finer Wealth Management
Massachusetts
$198M -$8.53M -4% 88
TLC
4088
True Light Capital
$198M -$23.8M -11% 8
SCM
4089
Spring Capital Management
Texas
$198M +$220K +0.1% 49
HIW
4090
Holos Integrated Wealth
Pennsylvania
$198M +$18.5M +10% 420
PD
4091
Planning Directions
Pennsylvania
$198M -$846K -0.4% 110
AZ
4092
Alpha Zero
Florida
$198M +$14.5M +8% 81
CAM
4093
Clarity Asset Management
Iowa
$198M +$15.8M +9% 309
EMC
4094
Everest Management Corp
California
$197M +$18.1M +10% 75
CSI
4095
Cross Staff Investments
New York
$197M +$15.9M +9% 137
PFMU
4096
Privium Fund Management (UK)
United Kingdom
$197M +$63.5M +47% 26
EFSCE
4097
Enterprise Financial Services Corp (EFSC)
Missouri
$197M +$348K +0.2% 179
IAM
4098
Impala Asset Management
Florida
$197M +$49.1M +33% 34
GL
4099
Gildi lifeyrissjodur
$197M -$23.9M -11% 2
SFG
4100
Socha Financial Group
New York
$197M -$7.79M -4% 15