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, 7,438 funds (~85%) 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
DCU
6601
Dara Capital US
Florida
$105M -$7.51M -7% 119
AA
6602
Auctus Advisors
North Carolina
$105M -$3.09M -3% 29
AF
6603
Aldebaran Financial
$105M -$2.76M -3% 81
PCC
6604
Park Circle Company
Maryland
$105M -$5.68M -5% 51
SDP
6605
Sentinel Dome Partners
California
$105M -$41.9M -29% 38
NS
6606
Northland Securities
Minnesota
$105M +$751K +0.7% 118
ANBOT
6607
American National Bank of Texas
Texas
$105M +$826K +0.8% 61
AFG
6608
Artesa Financial Group
Texas
$105M +$7.73M +8% 57
EW
6609
Expressive Wealth
Illinois
$105M +$12.3M +13% 167
WCBA
6610
Weaver C. Barksdale & Associates
Tennessee
$105M +$9.57M +10% 64
P
6611
Palladiem
Pennsylvania
$105M -$687K -0.7% 170
FCM
6612
Fell Capital Management
California
$105M +$2.23M +2% 92
HA
6613
Helium Advisors
Washington
$105M +$6.02M +6% 98
SPW
6614
Signet Private Wealth
Illinois
$105M +$249K +0.2% 137
WIM
6615
Waycross Investment Management
Washington
$105M -$9.03M -8% 50
MAM
6616
McLaughlin Asset Management
Illinois
$105M -$7.11M -6% 97
JWML
6617
JHP Wealth Management, LLC
Colorado
$105M +$1.34M +1% 34
GCP
6618
Guardian Capital (Pennsylvania)
Pennsylvania
$105M -$7.16M -6% 98
CFCS
6619
CDM Financial Counseling Services
Connecticut
$105M -$2.13M -2% 82
FWM
6620
Forteris Wealth Management
New York
$104M +$2.88M +3% 72
KCA
6621
Kilner Capital Advisors
Maryland
$104M -$371K -0.4% 20
SWM
6622
Stonebridge Wealth Management
Illinois
$104M -$1.52M -1% 38
TP
6623
Trailhead Planners
Minnesota
$104M +$2.39M +2% 52
BI
6624
Breachway Investments
Rhode Island
$104M +$9.36M +10% 99
JMA
6625
J.M. Arbour
Maine
$104M +$3.95M +4% 131