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
HOWA
4226
Hudson Oak Wealth Advisory
New Jersey
$115M +$1.74M +2% 55
BPW
4227
BLVD Private Wealth
Kentucky
$115M +$184K +0.2% 77
B
4228
Bayban
Minnesota
$115M +$1.89M +2% 736
GWM
4229
GK Wealth Management
Nevada
$115M -$21.7M -16% 231
DWM
4230
DWR Wealth Management
California
$115M +$7.18M +7% 53
ACM
4231
Ativo Capital Management
Illinois
$115M +$902K +0.8% 58
IASG
4232
Investment Advisory Services Group
Florida
$115M +$2.28M +2% 31
WF
4233
WealthPoint Financial
North Carolina
$115M $0 0% 117
PA
4234
Powerhouse Assets
Massachusetts
$115M +$1.22M +1% 56
PHWM
4235
Palatine Hill Wealth Management
Michigan
$115M -$9.15M -7% 51
AWA
4236
Asempa Wealth Advisors
Louisiana
$115M -$1.27M -1% 120
DF
4237
Dedeker Financial
Minnesota
$115M +$3.03M +3% 63
HWM
4238
HBE Wealth Management
Nebraska
$115M +$8.43M +8% 55
SCM
4239
Summerhill Capital Management
Ontario, Canada
$115M +$6.3M +6% 36
MASM
4240
MH & Associates Securities Management
California
$115M -$7.87M -6% 104
LC
4241
Longitude (Cayman)
Cayman Islands
$115M -$915K -0.8% 33
KF
4242
Kelsey Financial
California
$114M -$2.06M -2% 67
KA
4243
Kailix Advisors
Florida
$114M +$24.6M +27% 13
WA
4244
Winter & Associates
Minnesota
$114M +$6.04M +6% 87
Q1WB
4245
Quest 10 Wealth Builders
Virginia
$114M +$2.3M +2% 865
SI
4246
Stirlingshire Investments
New York
$114M +$1.32M +1% 221
LRWM
4247
Lord & Richards Wealth Management
Colorado
$114M -$2.45M -2% 53
MWML
4248
MAIMON WEALTH MANAGEMENT LTD.
Israel
$114M +$6.35M +6% 78
CH
4249
CDKV Holdings
Colorado
$114M -$5.63M -5% 284
CW
4250
CrossGen Wealth
North Carolina
$114M +$339K +0.3% 209