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, 3,958 funds (~45%) 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
WIM
451
WealthPlan Investment Management
Nebraska
$1.79B +$224M +14% 475
CC
452
Courier Capital
New York
$1.79B +$8.19M +0.5% 405
JWA
453
JFS Wealth Advisors
Pennsylvania
$1.79B +$12.3M +0.7% 1,965
BFG
454
Berger Financial Group
Minnesota
$1.78B +$59.6M +3% 484
EFS
455
Essex Financial Services
Connecticut
$1.78B +$24.7M +1% 841
MLL
456
Moody Lynn & Lieberson
Massachusetts
$1.78B -$105M -6% 273
UF
457
Univest Financial
Pennsylvania
$1.78B -$105M -6% 264
FIB
458
First Interstate Bank
Montana
$1.78B -$84.3M -5% 211
BCMIO
459
Beacon Capital Management Inc (Ohio)
Ohio
$1.78B -$93.3M -5% 142
PFGIA
460
Patriot Financial Group Insurance Agency
Massachusetts
$1.77B +$934M +111% 718
AP
461
Atwood & Palmer
Missouri
$1.77B +$12.4M +0.7% 564
FFS
462
Founders Financial Securities
Maryland
$1.77B +$74.5M +4% 604
SW
463
Simplicity Wealth
New Jersey
$1.76B +$87.6M +5% 799
EK
464
Evensky & Katz
Florida
$1.76B -$14.3M -0.8% 72
PCA
465
Prosperity Capital Advisors
Ohio
$1.76B +$85.4M +5% 427
SP
466
Symmetry Partners
Connecticut
$1.75B +$60.6M +4% 227
FVWA
467
Foster Victor Wealth Advisors
South Carolina
$1.75B +$33.2M +2% 254
GAM
468
GuardCap Asset Management
United Kingdom
$1.75B -$2B -53% 28
NL
469
NWAM LLC
Washington
$1.74B -$51.9M -3% 680
RMA
470
Roffman Miller Associates
Pennsylvania
$1.73B -$96.7M -5% 85
MCWS
471
McKinley Carter Wealth Services
West Virginia
$1.73B -$57.7M -3% 326
OPAM
472
Ocean Park Asset Management
California
$1.73B -$399M -19% 98
AWA
473
Aaron Wealth Advisors
Illinois
$1.73B -$66.2M -4% 770
GIA
474
Guyasuta Investment Advisors
Pennsylvania
$1.73B -$25.2M -1% 277
SB
475
Strategic Blueprint
Georgia
$1.72B +$28M +2% 674