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, 2,849 funds (~33%) 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
HHAA
501
Henry H. Armstrong Associates
Pennsylvania
$981M -$95.3M -9% 62
BMM
502
Berkshire Money Management
Massachusetts
$976M -$71.8M -7% 136
VFM
503
Viking Fund Management
North Dakota
$976M +$113M +13% 153
SGK
504
Steigerwald Gordon & Koch
Virginia
$974M -$67.7M -6% 950
HWA
505
HCR Wealth Advisors
California
$964M -$45.3M -4% 263
UWPG
506
Ullmann Wealth Partners Group
Florida
$963M +$2.42M +0.3% 160
RDWM
507
Red Door Wealth Management
Tennessee
$961M +$361K +0% 317
JWM
508
JGP Wealth Management
Oregon
$961M +$1.88M +0.2% 244
GLLW
509
Graves Light Lenhart Wealth
Virginia
$961M +$18.1M +2% 199
CISOA
510
Capital Investment Services of America
Wisconsin
$958M -$102M -10% 82
FWM
511
Focused Wealth Management
New York
$957M +$15.3M +2% 225
GA
512
GuoLine Advisory
Singapore
$956M -$132M -12% 24
IC
513
Inscription Capital
Texas
$951M -$22.8M -2% 814
DSAM
514
Dock Street Asset Management
Florida
$951M -$141M -13% 61
SWGC
515
Summit Wealth Group (Colorado)
Colorado
$950M +$196M +26% 353
DWS
516
Discipline Wealth Solutions
South Carolina
$950M +$410M +76% 199
VSQM
517
V-Square Quantitative Management
Illinois
$946M -$16.1M -2% 749
GWWM
518
Great Waters Wealth Management
Minnesota
$945M +$35.9M +4% 124
PWA
519
Provenance Wealth Advisors
Florida
$945M +$42.2M +5% 439
HTIM
520
Harbour Trust & Investment Management
Indiana
$943M -$37.5M -4% 162
CM
521
Columbus Macro
Pennsylvania
$936M +$22.8M +2% 211
BST
522
Bath Savings Trust
Maine
$936M -$65.8M -7% 175
IF
523
Intrua Financial
Texas
$936M +$24.6M +3% 483
SWM
524
SeaCrest Wealth Management
New York
$935M -$53.2M -5% 681
LJAC
525
L.J. Altfest & Co
New York
$935M +$21.3M +2% 388