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
TWM
651
Tanglewood Wealth Management
Texas
$1.21B +$117M +11% 40
HCM
652
Hodges Capital Management
Texas
$1.21B +$59.6M +5% 223
WC
653
Whitney & Co
New York
$1.2B -$55.1M -4% 183
JFA
654
JNBA Financial Advisors
Minnesota
$1.2B +$56M +5% 895
AWA
655
Amplius Wealth Advisors
Pennsylvania
$1.2B +$7.79M +0.7% 187
AIM
656
Anchor Investment Management
South Carolina
$1.2B -$32M -3% 1,099
KL
657
KWMG LLC
Kansas
$1.2B +$37.7M +3% 153
TTWM
658
TCV Trust & Wealth Management
Virginia
$1.19B -$45.3M -4% 232
TF
659
Talbot Financial
Washington
$1.19B -$24.9M -2% 70
BOPW
660
Brandywine Oak Private Wealth
Pennsylvania
$1.19B -$1.99M -0.2% 241
PIMJS
661
PKO Investment Management Joint-Stock
Poland
$1.19B -$65M -5% 234
AWAG
662
ARS Wealth Advisors Group
Florida
$1.18B +$75M +7% 209
JMFC
663
J.M. Forbes & Co
Massachusetts
$1.18B -$52.7M -4% 153
MTC
664
McDaniel Terry & Co
Texas
$1.18B +$28.7M +2% 81
OA
665
Oxbow Advisors
Texas
$1.18B +$39.8M +3% 278
EFG
666
Everhart Financial Group
Ohio
$1.17B +$94.8M +9% 491
JAG
667
Journey Advisory Group
Kentucky
$1.17B -$23.3M -2% 271
AHC
668
Anderson Hoagland & Co
Missouri
$1.16B +$368K +0% 147
SFG
669
SNS Financial Group
Minnesota
$1.16B -$517K -0% 215
TA
670
Townsend & Associates
Colorado
$1.16B +$38.7M +3% 118
LNB
671
Ledyard National Bank
$1.15B -$7.17M -0.6% 251
HFM
672
Hartford Funds Management
Pennsylvania
$1.15B -$68.7M -6% 102
TPI
673
Trust Point Inc
Wisconsin
$1.15B -$115M -9% 538
KA
674
KLCM Advisors
Wisconsin
$1.15B -$14M -1% 270
GGI
675
Godsey & Gibb Inc
Virginia
$1.15B +$35.3M +3% 448