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
VCM
576
Violich Capital Management
California
$855M -$40.6M -5% 124
GIP
577
Greatmark Investment Partners
Georgia
$854M +$8.15M +1% 153
FWA
578
FORM Wealth Advisors
Wisconsin
$854M -$613K -0.1% 61
EFG
579
Embree Financial Group
Illinois
$849M +$35.8M +4% 267
FI
580
Fractal Investments
Connecticut
$845M +$129M +18% 89
OAM
581
Occidental Asset Management
California
$844M +$11.9M +1% 325
BEAM
582
Baker Ellis Asset Management
Washington
$842M +$11.5M +1% 273
PAMG
583
Patton Albertson Miller Group
Tennessee
$842M -$7.96M -0.9% 221
MWM
584
Marietta Wealth Management
Georgia
$841M -$23.1M -3% 132
SIM
585
Seilern Investment Management
United Kingdom
$838M -$451M -35% 24
ES
586
Eagle Strategies
New York
$837M +$54.1M +7% 269
FPGK
587
Financial Partners Group (Kansas)
Kansas
$836M -$29M -3% 243
AWA
588
Alaska Wealth Advisors
Alaska
$833M +$47.5M +6% 93
AWM
589
Accurate Wealth Management
Florida
$831M +$42.9M +5% 579
CA
590
Claro Advisors
Massachusetts
$830M +$96.4M +13% 539
WETS
591
Wealth Enhancement Trust Services
South Dakota
$826M +$34.9M +4% 830
PI
592
Parkside Investments
Illinois
$823M +$29M +4% 106
MFA
593
Mayflower Financial Advisors
Massachusetts
$823M -$3.34M -0.4% 465
AIMC
594
Alley Investment Management Company
Illinois
$821M -$33.4M -4% 91
ORL
595
Oak Root LLC
California
$820M -$7.22M -0.9% 11
BWP
596
BSW Wealth Partners
Colorado
$819M -$13.9M -2% 348
SIC
597
SJS Investment Consulting
Ohio
$819M +$28.3M +4% 2,597
CICI
598
Capital Investment Counsel Inc
North Carolina
$816M -$34.3M -4% 273
SLG
599
Stanley-Laman Group
Pennsylvania
$814M +$27.5M +3% 337
VFG
600
Victory Financial Group
Texas
$814M +$19.1M +2% 376