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
AAA
551
Adams Asset Advisors
Texas
$891M +$131M +17% 88
QFA
552
Quantum Financial Advisors
California
$891M +$849K +0.1% 251
JIR
553
James Investment Research
Ohio
$891M -$24.5M -3% 379
FRM
554
Foundation Resource Management
Arkansas
$889M +$141M +19% 55
SSWM
555
Sheets Smith Wealth Management
North Carolina
$888M -$22.8M -3% 413
HFS
556
Howard Financial Services
Texas
$888M +$32.8M +4% 235
GBT
557
Grove Bank & Trust
Florida
$884M -$4.64M -0.5% 899
RBC
558
Romano Brothers & Co
Illinois
$880M +$245K +0% 325
CAL
559
Capital Advisors Ltd
Ohio
$880M -$6.87M -0.8% 1,640
DCM
560
Dupont Capital Management
Delaware
$879M -$8.32M -0.9% 111
LI
561
LVZ Inc
Michigan
$876M -$18.2M -2% 180
SCA
562
Stillwater Capital Advisors
Pennsylvania
$876M -$54.3M -6% 73
PL
563
Parthenon LLC
Kentucky
$875M -$52M -6% 131
ACS
564
Archford Capital Strategies
Illinois
$873M +$15.4M +2% 378
JWBC
565
J.W. Burns & Co
New York
$873M -$30.5M -3% 190
NG
566
Novem Group
New York
$870M +$5.99M +0.7% 455
PJWM
567
Philip James Wealth Mangement
Georgia
$870M +$6.5M +0.8% 175
CWM
568
Cabot Wealth Management
Massachusetts
$869M -$35.1M -4% 145
HDIM
569
Hanson & Doremus Investment Management
Vermont
$869M +$37.3M +4% 560
LRPA
570
L. Roy Papp & Associates
Arizona
$867M -$37.1M -4% 191
HWA
571
HHM Wealth Advisors
Tennessee
$867M +$19.4M +2% 925
CA
572
Cache Advisors
California
$866M +$51.6M +6% 197
ANRF
573
Adams Natural Resources Fund
Maryland
$863M +$203M +31% 55
TIM
574
Total Investment Management
Arizona
$858M +$78.4M +10% 94
CIPU
575
Caledonia Investments plc (UK)
United Kingdom
$856M -$46.4M -5% 15