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, 5,311 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
AWA
4901
American Wealth Advisors
Georgia
$96M -$5.87M -6% 134
OPWM
4902
Oregon Pacific Wealth Management
Oregon
$95.8M -$953K -1% 136
IIM
4903
IFC & Insurance Marketing
California
$95.8M -$5.03M -5% 766
FFS
4904
Fortress Financial Solutions
Arizona
$95.7M -$2.03M -2% 65
SA
4905
SFI Advisors
New Jersey
$95.2M -$60.7M -39% 67
HCM
4906
Helios Capital Management
Singapore
$95.1M -$50.5M -35% 38
PPWM
4907
Premier Private Wealth Management
Florida
$94.8M -$1.67M -2% 56
AI
4908
Aflac Inc
Georgia
$94.8M -$44M -32% 4
BV
4909
Boxwood Ventures
Illinois
$94.3M -$5.02M -5% 35
BFS
4910
Boyer Financial Services
California
$94.3M +$35.9K +0% 53
SRM
4911
Shelter Rock Management
New York
$94.3M -$5.28M -5% 44
WAM
4912
WealthCare Asset Management
Missouri
$94M -$14.3M -13% 43
AIA
4913
Arrow Investment Advisors
Maryland
$93.9M +$3.92M +4% 70
WCG
4914
Wall Capital Group
Arizona
$93.7M -$11.4M -11% 27
LAS
4915
LWM Advisory Services
Florida
$93.7M -$77M -45% 90
GAM
4916
Gritstone Asset Management
Maryland
$93.6M -$11.2M -11% 193
WAG
4917
Wallace Advisory Group
California
$93.6M -$1.69M -2% 140
TF
4918
Telligent Fund
Hong Kong
$93.6M +$3.67M +4% 32
RAM
4919
Robocap Asset Management
United Kingdom
$93.5M -$18.5M -16% 27
SPW
4920
Surience Private Wealth
Washington
$93.2M +$4.78M +5% 50
IIWM
4921
Investment Insight Wealth Management
New York
$92.7M -$9.13M -9% 37
YC
4922
Yunqi Capital
Hong Kong
$92.4M -$33M -26% 6
ITG
4923
Index Technologies Group
New York
$91.8M -$3.97M -4% 171
GHAI
4924
Good Harbor Advisors, Inc.
Massachusetts
$91.6M +$5.67M +7% 83
SG
4925
Sherry Group
Arkansas
$91.6M -$3.85M -4% 45