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, 5,415 funds (~62%) 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
NFS
4726
NewCorp Financial Services
Georgia
$115M +$2.45M +2% 54
LA
4727
LWM Advisors
California
$115M +$1.58M +1% 31
CFG
4728
Cassilly Financial Group
Maryland
$115M +$2.11M +2% 65
AAM
4729
American Asset Management
Florida
$115M -$2.71M -2% 35
PPWM
4730
Perissos Private Wealth Management
Oklahoma
$115M -$671K -0.6% 78
HOWA
4731
Hudson Oak Wealth Advisory
New Jersey
$115M +$1.74M +2% 55
BPW
4732
BLVD Private Wealth
Kentucky
$115M +$184K +0.2% 77
B
4733
Bayban
Minnesota
$115M +$1.89M +2% 736
GWM
4734
GK Wealth Management
Nevada
$115M -$21.7M -16% 231
DWM
4735
DWR Wealth Management
California
$115M +$7.18M +7% 53
ACM
4736
Ativo Capital Management
Illinois
$115M +$902K +0.8% 58
IASG
4737
Investment Advisory Services Group
Florida
$115M +$2.28M +2% 31
WF
4738
WealthPoint Financial
North Carolina
$115M $0 0% 117
PA
4739
Powerhouse Assets
Massachusetts
$115M +$1.22M +1% 56
PHWM
4740
Palatine Hill Wealth Management
Michigan
$115M -$9.15M -7% 51
AWA
4741
Asempa Wealth Advisors
Louisiana
$115M -$1.27M -1% 120
DF
4742
Dedeker Financial
Minnesota
$115M +$3.03M +3% 63
HWM
4743
HBE Wealth Management
Nebraska
$115M +$8.43M +8% 55
SCM
4744
Summerhill Capital Management
Ontario, Canada
$115M +$6.3M +6% 36
MASM
4745
MH & Associates Securities Management
California
$115M -$7.87M -6% 104
LC
4746
Longitude (Cayman)
Cayman Islands
$115M -$915K -0.8% 33
KF
4747
Kelsey Financial
California
$114M -$2.06M -2% 67
KA
4748
Kailix Advisors
Florida
$114M +$24.6M +27% 13
WA
4749
Winter & Associates
Minnesota
$114M +$6.04M +6% 87
Q1WB
4750
Quest 10 Wealth Builders
Virginia
$114M +$2.3M +2% 865