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
AI
4476
Aflac Inc
Georgia
$94.8M -$44M -32% 4
BFS
4477
Boyer Financial Services
California
$94.3M +$35.9K +0% 53
SRM
4478
Shelter Rock Management
New York
$94.3M -$5.28M -5% 44
WAM
4479
WealthCare Asset Management
Missouri
$94M -$14.3M -13% 43
AIA
4480
Arrow Investment Advisors
Maryland
$93.9M +$3.92M +4% 70
WCG
4481
Wall Capital Group
Arizona
$93.7M -$11.4M -11% 27
LAS
4482
LWM Advisory Services
Florida
$93.7M -$77M -45% 90
GAM
4483
Gritstone Asset Management
Maryland
$93.6M -$11.2M -11% 193
WAG
4484
Wallace Advisory Group
California
$93.6M -$1.69M -2% 140
RAM
4485
Robocap Asset Management
United Kingdom
$93.5M -$18.5M -16% 27
SPW
4486
Surience Private Wealth
Washington
$93.2M +$4.78M +5% 50
IIWM
4487
Investment Insight Wealth Management
New York
$92.7M -$9.13M -9% 37
ITG
4488
Index Technologies Group
New York
$91.8M -$3.97M -4% 171
GHAI
4489
Good Harbor Advisors, Inc.
Massachusetts
$91.6M +$5.67M +7% 83
SG
4490
Sherry Group
Arkansas
$91.6M -$3.85M -4% 45
AM
4491
Account Management
Massachusetts
$91.3M -$1.94M -2% 23
PHIMC
4492
Private Harbour Investment Management & Counsel
Ohio
$91.1M -$4.59M -5% 37
PGWA
4493
Plus Group Wealth Advisors
Wisconsin
$90.9M +$747K +0.8% 43
ML
4494
MLP3 LLC
New Jersey
$90.7M -$889K -1% 92
GMH
4495
General Motors Holdings
Michigan
$90.5M -$95.4M -51% 5
CIM
4496
Catalyst Investment Management
New Hampshire
$90.2M -$15.3M -15% 80
SIC
4497
Sage Investment Counsel
Tennessee
$90.1M -$752K -0.8% 131
SIRP
4498
Shelter Insurance Retirement Plan
Missouri
$89.8M -$2.71M -3% 8
MFS
4499
Miller Financial Services
Michigan
$89.7M +$4.57M +5% 131
PFO
4500
PMG Family Office
Texas
$89.6M +$3.03M +4% 103