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
OL
726
Optas LLC
Texas
$661M +$21.5M +3% 547
RCG
727
Regatta Capital Group
California
$661M -$1.34M -0.2% 225
AWM
728
Affinity Wealth Management
Delaware
$661M -$42.8M -6% 116
TFGT
729
TS Financial Group (TSFG)
Illinois
$659M -$10.3M -2% 898
PSC
730
Portman Square Capital
United Kingdom
$657M +$80.7M +14% 110
GPSPJS
731
General Pension Society PZU Joint Stock
Poland
$654M +$159M +32% 15
NGM
732
North Growth Management
British Columbia, Canada
$653M +$14M +2% 48
FMN
733
Financial Management Network
California
$653M +$21M +3% 202
FAM
734
Formidable Asset Management
Ohio
$648M -$39.6M -6% 415
IP
735
Ignite Planners
California
$648M -$5.36M -0.8% 418
SFG
736
SageGuard Financial Group
Tennessee
$646M +$17.9M +3% 200
CCM
737
Cohen Capital Management
California
$644M -$19.5M -3% 160
CFM
738
Capricorn Fund Managers
United Kingdom
$641M +$227M +55% 152
SCS
739
Syquant Capital SAS
France
$640M -$177M -22% 57
AG
740
Advocate Group
Minnesota
$639M +$21.2M +3% 128
BIA
741
Bell Investment Advisors
California
$639M +$6.81M +1% 1,970
SFG
742
SevenBridge Financial Group
Pennsylvania
$638M +$16.5M +3% 213
WAM
743
Wilsey Asset Management
California
$638M -$6.32M -1% 30
FTC
744
Farmers Trust Company
Ohio
$637M +$23.8M +4% 210
CBT
745
Central Bank & Trust
Kentucky
$636M -$10.3M -2% 185
PSP
746
Pacific Sage Partners
Washington
$635M +$4.27M +0.7% 124
MSWMA
747
Market Street Wealth Management Advisors
Indiana
$634M -$8.85M -1% 107
SWP
748
Summit Wealth Partners
Florida
$632M +$90.4M +17% 273
WAAG
749
Wealth Alliance Advisory Group
Kansas
$632M +$47.6M +8% 210
PA
750
Probity Advisors
Texas
$631M +$6.81M +1% 239