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, 2,851 funds (~33%) 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
BFS
426
Baskin Financial Services
Ontario, Canada
$1.22B -$107M -8% 56
SFGP
427
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.22B +$45.5M +4% 278
II
428
Inspire Investing
Idaho
$1.22B +$104M +9% 1,178
TWM
429
Tanglewood Wealth Management
Texas
$1.21B +$117M +11% 40
HCM
430
Hodges Capital Management
Texas
$1.21B +$59.6M +5% 223
JFA
431
JNBA Financial Advisors
Minnesota
$1.2B +$56M +5% 895
AWA
432
Amplius Wealth Advisors
Pennsylvania
$1.2B +$7.79M +0.7% 187
KL
433
KWMG LLC
Kansas
$1.2B +$37.7M +3% 153
TTWM
434
TCV Trust & Wealth Management
Virginia
$1.19B -$45.3M -4% 232
TF
435
Talbot Financial
Washington
$1.19B -$24.9M -2% 70
BOPW
436
Brandywine Oak Private Wealth
Pennsylvania
$1.19B -$1.99M -0.2% 241
PIMJS
437
PKO Investment Management Joint-Stock
Poland
$1.19B -$65M -5% 234
AWAG
438
ARS Wealth Advisors Group
Florida
$1.18B +$75M +7% 209
KBFS
439
Kohmann Bosshard Financial Services
Ohio
$1.18B +$64.8M +6% 1,154
JMFC
440
J.M. Forbes & Co
Massachusetts
$1.18B -$52.7M -4% 153
OA
441
Oxbow Advisors
Texas
$1.18B +$39.8M +3% 278
EFG
442
Everhart Financial Group
Ohio
$1.17B +$94.8M +9% 491
AHC
443
Anderson Hoagland & Co
Missouri
$1.16B +$368K +0% 147
SFG
444
SNS Financial Group
Minnesota
$1.16B -$517K -0% 215
LNB
445
Ledyard National Bank
$1.15B -$7.17M -0.6% 251
TPI
446
Trust Point Inc
Wisconsin
$1.15B -$115M -9% 538
GGI
447
Godsey & Gibb Inc
Virginia
$1.15B +$35.3M +3% 448
HWA
448
Heartwood Wealth Advisors
Virginia
$1.15B +$61.2M +6% 230
MIC
449
Means Investment Company
Maine
$1.15B -$41.7M -4% 198
HCM
450
Hengehold Capital Management
Ohio
$1.14B -$42.4M -4% 232