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, 3,958 funds (~45%) 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
TCWA
601
Turtle Creek Wealth Advisors
Texas
$1.32B +$54.3M +4% 514
TAM
602
Titleist Asset Management
Texas
$1.32B +$87.4M +7% 426
GSEP
603
Golden State Equity Partners
California
$1.32B +$702M +113% 2,083
CUAMC
604
China Universal Asset Management Company
China
$1.32B +$18.4M +1% 530
MW
605
MBL Wealth
North Carolina
$1.32B +$73.6M +6% 347
UA
606
Unison Advisors
District of Columbia
$1.32B +$174M +15% 177
MCM
607
Mill Capital Management
North Carolina
$1.31B -$70.8M -5% 133
VPI
608
Value Partners Investments
Manitoba, Canada
$1.31B +$6.86M +0.5% 108
SBWIC
609
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.31B -$75.2M -5% 162
FHC
610
First Heartland Consultants
Missouri
$1.31B -$14.1M -1% 579
CCFM
611
Clear Creek Financial Management
Washington
$1.3B +$79.3M +6% 657
PWP
612
Private Wealth Partners
California
$1.3B -$113M -8% 180
COCM
613
Charter Oak Capital Management
New Hampshire
$1.29B -$21.4M -2% 218
RW
614
RVW Wealth
California
$1.28B -$25.6M -2% 193
NP
615
Nilsine Partners
Colorado
$1.28B +$125M +11% 470
PIM
616
Penobscot Investment Management
Massachusetts
$1.28B -$49.4M -4% 325
SA
617
Sovran Advisors
California
$1.27B +$97.5M +8% 618
RWB
618
RMR Wealth Builders
New Jersey
$1.27B +$20M +2% 295
SFS
619
Summit Financial Strategies
Ohio
$1.27B +$52.1M +4% 179
PEGL
620
P/E Global LLC
Massachusetts
$1.27B -$119M -9% 7
HIA
621
Harbor Investment Advisory
Maryland
$1.27B -$61.6M -5% 1,368
PIS
622
PPSC Investment Service
Japan
$1.27B -$71.9M -5% 8
CA
623
CGN Advisors
Kansas
$1.27B +$3.85M +0.3% 326
GAM
624
Gemmer Asset Management
California
$1.27B -$33.4M -3% 183
NCM
625
Novare Capital Management
North Carolina
$1.26B -$72.7M -5% 207