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
HPA
626
High Probability Advisors
New York
$781M +$31.5M +4% 77
FWA
627
FSM Wealth Advisors
Ohio
$778M +$47.1M +6% 329
TAM
628
TCP Asset Management
Ohio
$778M +$184M +31% 143
NA
629
Nottingham Advisors
New York
$777M +$60.1M +8% 119
FPF
630
First Pacific Financial
Washington
$777M +$10.7M +1% 681
BWA
631
BlueSky Wealth Advisors
North Carolina
$777M +$18.2M +2% 118
CCMINC
632
Cardinal Capital Management Inc (North Carolina)
North Carolina
$776M +$20.6M +3% 136
TIM
633
Thompson Investment Management
Wisconsin
$773M -$24.2M -3% 540
KWM
634
KFG Wealth Management
Indiana
$773M +$25.7M +3% 223
VNA
635
Valley National Advisers
Pennsylvania
$773M +$51M +7% 952
HVIA
636
Hudson Valley Investment Advisors
New York
$772M -$132M -15% 152
CFS
637
CRA Financial Services
New Jersey
$770M +$5.94M +0.8% 305
SC
638
Slow Capital
California
$770M -$67.4M -8% 118
RWP
639
Revolve Wealth Partners
New Jersey
$770M -$81.1M -10% 242
AIA
640
Arbor Investment Advisors
North Carolina
$768M +$8.32M +1% 120
PPWP
641
Premier Path Wealth Partners
New Jersey
$767M -$7.01M -0.9% 418
CA
642
Capital Advantage
California
$765M +$23.7M +3% 152
FCA
643
Fortis Capital Advisors
Kansas
$763M +$86M +13% 428
SC
644
Skylands Capital
Wisconsin
$763M +$25.9M +4% 168
WCFA
645
Walkner Condon Financial Advisors
Wisconsin
$759M +$38.7M +5% 337
CIG
646
Cullen Investment Group
Louisiana
$758M -$13.8M -2% 182
TVAMP
647
Tennessee Valley Asset Management Partners
Tennessee
$757M -$14.2M -2% 199
HAIM
648
Hunter Associates Investment Management
Pennsylvania
$756M +$7.83M +1% 282
MSWM
649
McGlone Suttner Wealth Management
Wisconsin
$755M +$11.7M +2% 203
FFG
650
Fiduciary Financial Group
California
$754M +$46.2M +7% 363