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
CG
676
Castellan Group
Kentucky
$723M -$70.1M -9% 59
MBTD
677
Mechanics Bank - Trust Department
California
$722M -$41.4M -5% 210
PPW
678
Pasadena Private Wealth
California
$721M -$11M -2% 268
FAC
679
Financial Advisory Corporation
Michigan
$720M +$32.2M +5% 54
PWA
680
Physician Wealth Advisors
Utah
$719M -$128K -0% 2,264
LOPW
681
Live Oak Private Wealth
North Carolina
$717M -$16.9M -2% 210
AFG
682
Arkansas Financial Group
Arkansas
$717M +$23.5M +3% 95
CFO
683
Cambient Family Office
Michigan
$716M +$15.6M +2% 282
SPG
684
Strategic Planning Group
Utah
$715M -$61.5M -8% 92
NIM
685
Nexus Investment Management
Ontario, Canada
$715M -$18.7M -3% 75
FHB
686
First Hawaiian Bank
Hawaii
$715M -$36.5M -5% 91
ACA
687
Affinity Capital Advisors
California
$713M -$9.42M -1% 189
LS
688
Leelyn Smith
Illinois
$713M +$21.5M +3% 162
AC
689
Asio Capital
Kentucky
$712M +$3.32M +0.5% 123
GSWM
690
Greenup Street Wealth Management
Michigan
$710M +$17.8M +3% 138
AFA
691
AA Financial Advisors
Ohio
$710M +$169M +31% 240
LF
692
Lee Financial
Texas
$709M -$32.4M -4% 155
CWS
693
Cypress Wealth Services
California
$708M -$14.3M -2% 419
NG
694
Northstar Group
New York
$707M -$26.8M -4% 172
MCP
695
Mirador Capital Partners
California
$706M -$23.5M -3% 219
AFA
696
Arlington Financial Advisors
California
$702M +$3.86M +0.6% 112
EA
697
Enclave Advisors
Texas
$702M -$4.15M -0.6% 135
FA
698
Faithward Advisors
Pennsylvania
$701M +$18.8M +3% 343
KLI
699
Kelman-Lazarov Inc
Tennessee
$698M -$2.68M -0.4% 145
AIA
700
Allied Investment Advisors
Montana
$697M +$50.6M +8% 105