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, 3,958 funds (~45%) 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
KWA
401
Kingswood Wealth Advisors
California
$2.11B +$37.8M +2% 1,013
DDPIC
402
Deroy & Devereaux Private Investment Counsel
Michigan
$2.09B +$30.8M +1% 187
TA
403
TruWealth Advisors
Louisiana
$2.08B +$36.5M +2% 194
SW
404
SoFi Wealth
California
$2.08B +$70.3M +4% 53
SIS
405
Sound Income Strategies
Florida
$2.07B -$43M -2% 2,739
HBT
406
Hills Bank & Trust
Iowa
$2.07B +$349M +20% 369
GIM
407
Goelzer Investment Management
Indiana
$2.07B -$88.3M -4% 302
SWA
408
Sax Wealth Advisors
New Jersey
$2.06B -$61.2M -3% 488
EMFAT
409
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.06B +$8.57M +0.4% 212
BMCM
410
Bryn Mawr Capital Management
Pennsylvania
$2.06B -$18.3M -0.9% 471
HHGA
411
Halbert Hargrove Global Advisors
California
$2.06B -$32.6M -2% 375
PA
412
PFG Advisors
Arizona
$2.05B -$6.03M -0.3% 829
PA
413
Procyon Advisors
Connecticut
$2.04B +$16M +0.8% 624
GIM
414
Generate Investment Management
New Zealand
$2.03B -$162M -7% 94
LI
415
Leeward Investments
Massachusetts
$2.03B +$51.1M +3% 147
DIA
416
Davidson Investment Advisors
Montana
$2.03B -$378M -16% 130
NIM
417
NXG Investment Management
Texas
$2.01B +$265M +15% 72
CWM
418
Cornerstone Wealth Management
Missouri
$2B +$76.6M +4% 742
SSWM
419
Smith Salley Wealth Management
North Carolina
$1.99B -$30.3M -1% 275
GXJ
420
Global X Japan
Japan
$1.95B +$631M +48% 398
WPC
421
Waters Parkerson & Co
Louisiana
$1.95B -$90.3M -4% 198
NFG
422
Nations Financial Group
Iowa
$1.94B +$41.8M +2% 801
1SB
423
1ST Source Bank
Indiana
$1.94B +$31.8M +2% 294
FM
424
Foster & Motley
Ohio
$1.94B +$63M +3% 405
AF
425
Advisornet Financial
Minnesota
$1.93B +$54.4M +3% 2,378