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
PL
651
Polianta Ltd
Jersey
$754M -$10.7M -1% 127
EA
652
Eclectic Associates
California
$753M +$112M +17% 161
WAM
653
Wallington Asset Management
Indiana
$752M -$36.1M -5% 73
PWA
654
Peterson Wealth Advisors
Utah
$752M +$1.79M +0.2% 110
BG
655
BDF Gestion
France
$749M -$69.7M -9% 163
BCG
656
Breakwater Capital Group
New Jersey
$747M +$30.2M +4% 383
CAWM
657
Capital Advisors Wealth Management
Washington
$745M +$10.5M +1% 228
HI
658
Hendershot Investments
Virginia
$744M -$40.5M -5% 130
EIG
659
Ellenbecker Investment Group
Wisconsin
$743M +$28.2M +4% 140
APG
660
Abacus Planning Group
South Carolina
$743M -$8.36M -1% 288
SHJ
661
Sharkey, Howes & Javer
Colorado
$742M -$44.4M -6% 169
AFG
662
Allegheny Financial Group
Pennsylvania
$742M +$66.3M +10% 299
LWA
663
Lineweaver Wealth Advisors
Ohio
$742M +$8.2M +1% 188
CCM
664
Canal Capital Management
Virginia
$739M +$33.9M +5% 224
JJBC
665
James J. Burns & Company
New York
$737M +$12.3M +2% 168
AI
666
Arvest Investments
Arkansas
$733M +$21.6M +3% 236
BM
667
Berman McAleer
Maryland
$733M +$1.11M +0.2% 172
TVPW
668
Third View Private Wealth
Connecticut
$730M -$12.6M -2% 295
AFAS
669
Acorn Financial Advisory Services
Virginia
$730M +$52.2M +8% 239
CICC
670
Capital Investment Counsel (Colorado)
Colorado
$730M +$9.89M +1% 152
TCM
671
Tran Capital Management
California
$728M -$107M -13% 81
PAS
672
Professional Advisory Services
Florida
$724M -$47.2M -6% 82
KFAA
673
Klaas Financial Asset Advisors
Illinois
$724M +$34.8M +5% 63
UW
674
Unique Wealth
Florida
$723M +$7M +1% 216
AF
675
Apollon Financial
South Carolina
$723M +$34.3M +5% 275