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, 5,356 funds (~61%) 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
TWM
4826
Timmons Wealth Management
Massachusetts
$106M +$3.89M +4% 77
DCU
4827
Dara Capital US
Florida
$105M -$7.51M -7% 119
AA
4828
Auctus Advisors
North Carolina
$105M -$3.09M -3% 29
NS
4829
Northland Securities
Minnesota
$105M +$751K +0.7% 118
ANBOT
4830
American National Bank of Texas
Texas
$105M +$826K +0.8% 61
AFG
4831
Artesa Financial Group
Texas
$105M +$7.73M +8% 57
EW
4832
Expressive Wealth
Illinois
$105M +$12.3M +13% 167
P
4833
Palladiem
Pennsylvania
$105M -$687K -0.7% 170
FCM
4834
Fell Capital Management
California
$105M +$2.23M +2% 92
HA
4835
Helium Advisors
Washington
$105M +$6.02M +6% 98
SPW
4836
Signet Private Wealth
Illinois
$105M +$249K +0.2% 137
WIM
4837
Waycross Investment Management
Washington
$105M -$9.03M -8% 50
MAM
4838
McLaughlin Asset Management
Illinois
$105M -$7.11M -6% 97
GCP
4839
Guardian Capital (Pennsylvania)
Pennsylvania
$105M -$7.16M -6% 98
CFCS
4840
CDM Financial Counseling Services
Connecticut
$105M -$2.13M -2% 82
FWM
4841
Forteris Wealth Management
New York
$104M +$2.88M +3% 72
KCA
4842
Kilner Capital Advisors
Maryland
$104M -$371K -0.4% 20
SWM
4843
Stonebridge Wealth Management
Illinois
$104M -$1.52M -1% 38
TP
4844
Trailhead Planners
Minnesota
$104M +$2.39M +2% 52
BI
4845
Breachway Investments
Rhode Island
$104M +$9.36M +10% 99
JMA
4846
J.M. Arbour
Maine
$104M +$3.95M +4% 131
FWWM
4847
Fiscal Wisdom Wealth Management
Connecticut
$104M -$1.97M -2% 103
LCS
4848
Luma Capital SA
$104M -$2.68M -3% 12
BFP
4849
Birchwood Financial Partners
Minnesota
$104M +$2.99M +3% 372
CAM
4850
CenterStar Asset Management
Illinois
$104M +$40.1M +63% 325