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, 4,488 funds (~51%) 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
PCA
4276
PMV Capital Advisers
Texas
$59.3M +$4.37M +8% 152
SA
4277
SL Advisors
New Jersey
$59.1M +$10.2M +21% 32
QWM
4278
QP Wealth Management
New Jersey
$58.4M -$55.1M -49% 118
SWCM
4279
Sullivan Wood Capital Management
District of Columbia
$57.1M -$9.18M -14% 24
TFIAP
4280
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$56.2M +$9.17M +20% 39
LFG
4281
Lockerman Financial Group
California
$55.6M +$3.43M +7% 91
AAM
4282
Alken Asset Management
United Kingdom
$55.5M -$5.79M -9% 45
BWA
4283
Bestgate Wealth Advisors
Maryland
$55.4M -$1.46M -3% 53
MP
4284
MIO Partners
New York
$55.2M -$2.86M -5% 5
YAVAPFMC
4285
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$53.8M +$10.3M +24% 27
NFA
4286
Northwest Financial Advisors
Virginia
$51.8M +$3.2M +7% 76
GIM
4287
Groesbeck Investment Management
New Jersey
$51.3M -$1.66M -3% 96
GSC
4288
Ground Swell Capital
South Carolina
$50.7M +$2.09M +4% 200
AP
4289
Arlington Partners
Alabama
$50.1M +$36M +256% 62
SAMC
4290
Spectrum Asset Management (Connecticut)
Connecticut
$50M -$29.4M -37% 4
FWM
4291
FLP Wealth Management
Arkansas
$48.5M +$6.29M +15% 79
PFA
4292
Portland Financial Advisors
New York
$48.1M +$1.06M +2% 82
IDBONY
4293
Israel Discount Bank of New York
New York
$45.6M +$8.83M +24% 41
NA
4294
Novus Advisors
South Carolina
$44.7M -$27.6K -0.1% 50
OC
4295
Optimas Capital
Hong Kong
$44.5M -$10.2M -19% 21
CTC
4296
Corundum Trust Company
South Dakota
$43.8M -$133K -0.3% 56
PCM
4297
Praxis Capital Management
Illinois
$42.8M +$14.9M +53% 44
GC
4298
Gruss & Co
Florida
$42.8M -$2.67M -6% 42
FDGI
4299
FINANCIAL DISCOVERY GROUP INC
Georgia
$42.8M 16
ACM
4300
Altium Capital Management
New York
$42M +$16.7M +66% 20