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
IOOF
4401
Independent Order of Foresters
Ontario, Canada
$102M -$69.9M -41% 2
BAM
4402
Broyhill Asset Management
North Carolina
$102M -$11.7M -10% 87
BU
4403
Brown University
Rhode Island
$102M -$40.7M -29% 12
OFP
4404
OFC Financial Planning
New Jersey
$102M -$3.57M -3% 56
WWA
4405
Wisconsin Wealth Advisors
Wisconsin
$102M -$383K -0.4% 87
MWC
4406
MKD Wealth Coaches
Michigan
$102M +$1.61M +2% 29
GAA
4407
Green Alpha Advisors
Colorado
$102M -$7.59M -7% 116
JC
4408
JBGlobal.com
New York
$102M +$22.1M +28% 30
CG
4409
Curat Global
New Hampshire
$102M +$11.5M +13% 293
SSA
4410
Shepherd Street Advisors
California
$101M -$2.78M -3% 90
BAM
4411
Burkett Asset Management
$101M +$2.51M +3% 67
PCP
4412
Pacific Capital Partners
$101M +$7.19M +8% 65
BHPW
4413
Box Hill Private Wealth
Arizona
$101M +$2.37M +2% 70
HA
4414
Hyposwiss Advisors
$101M -$792K -0.8% 118
HWM
4415
Hobbs Wealth Management
Indiana
$101M -$1.67M -2% 25
RPC
4416
Royal Palms Capital
Montana
$101M +$16.7M +20% 52
BDPWM
4417
Barnes Dennig Private Wealth Management
Ohio
$101M +$1.38M +1% 350
TCM
4418
Traub Capital Management
Massachusetts
$101M -$3.13M -3% 141
CF
4419
Calder Financial
Pennsylvania
$101M -$1.12M -1% 42
JBC
4420
Jefferson Bridge Capital
Tennessee
$101M +$1.37M +1% 55
PRAG
4421
Portfolio Resources Advisor Group
Florida
$101M +$579K +0.6% 161
GC
4422
Grange Capital
Oregon
$100M -$3.84M -4% 53
VWA
4423
Vistica Wealth Advisors
California
$100M -$95.4K -0.1% 50
SPL
4424
Smart Portfolios LLC
Washington
$100M -$135K -0.1% 100
AA
4425
AlphaCentric Advisors
Puerto Rico
$100M -$233K -0.2% 305