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, 2,826 funds (~32%) 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
SNB
701
Security National Bank
Nebraska
$687M -$10.8M -2% 438
MWM
702
Maridea Wealth Management
New York
$686M +$21.7M +3% 507
HEIP
703
Hudson Edge Investment Partners
New Jersey
$684M +$9.31M +1% 103
HWM
704
Horizon Wealth Management
Illinois
$682M +$38.1M +6% 148
WDL
705
Well Done LLC
Michigan
$681M +$11.7M +2% 213
ISWM
706
Independent Solutions Wealth Management
New York
$679M +$135M +25% 200
TWM
707
Topsail Wealth Management
North Carolina
$678M -$4.93M -0.7% 296
MMPW
708
Mitchell McLeod Pugh & Williams
Alabama
$678M -$22.8M -3% 291
SPA
709
Sentinel Pension Advisors
Massachusetts
$676M +$25.4M +4% 141
RCM
710
Radnor Capital Management
Pennsylvania
$676M +$2.01M +0.3% 317
SAM
711
Smithbridge Asset Management
Pennsylvania
$674M -$496M -42% 212
MCM
712
Morton Capital Management
California
$672M +$21.1M +3% 148
TWM
713
Thrive Wealth Management
Pennsylvania
$671M -$9.63M -1% 260
LIA
714
LS Investment Advisors
Michigan
$668M -$45.4M -6% 138
CA
715
Crane Advisory
California
$668M +$6.64M +1% 54
OLA
716
Oliver Luxxe Assets
New Jersey
$668M +$10.9M +2% 220
TAP
717
TSG Advice Partners
Ohio
$667M +$12.3M +2% 139
CWP
718
CFM Wealth Partners
Texas
$667M -$25.6M -4% 147
PFA
719
Perryman Financial Advisory
Texas
$667M -$14.5M -2% 179
MAM
720
Marquette Asset Management
Minnesota
$667M -$10.5M -2% 927
CMF
721
Counterpoint Mutual Funds
California
$666M -$684M -51% 530
NWM
722
Northwest Wealth Management
Iowa
$665M +$29.8M +5% 274
SHFA
723
SC&H Financial Advisors
Maryland
$663M +$16.9M +3% 161
GHAM
724
Gilman Hill Asset Management
Connecticut
$663M +$27.9M +4% 240
TPM
725
Triasima Portfolio Management
Quebec, Canada
$661M -$6.22M -0.9% 167