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
CA
726
Continuum Advisory
Idaho
$1.04B +$43.6M +4% 483
NG
727
Norden Group
Utah
$1.04B +$19.5M +2% 683
LTAS
728
Linden Thomas Advisory Services
North Carolina
$1.04B +$51.2M +5% 556
NFG
729
Nadler Financial Group
Illinois
$1.04B -$37.8M -4% 152
MGWM
730
Marks Group Wealth Management
Minnesota
$1.04B -$7.32M -0.7% 362
TWM
731
Tanager Wealth Management
United Kingdom
$1.03B +$31.7M +3% 153
TCM
732
Tributary Capital Management
Nebraska
$1.03B +$15.2M +1% 176
OTL
733
Oak Thistle LLC
New York
$1.03B +$310M +43% 661
KBFS
734
Kohmann Bosshard Financial Services
Ohio
$1.03B -$90.5M -8% 1,084
LA
735
LVW Advisors
New York
$1.03B +$38.7M +4% 459
PDM
736
Penn Davis McFarland
Texas
$1.02B -$21.5M -2% 78
MCM
737
MV Capital Management
Maryland
$1.02B -$21.4M -2% 1,255
GSIS
738
Global Strategic Investment Solutions
Arizona
$1.02B -$6.12M -0.6% 157
COI
739
Connable Office Inc
Michigan
$1.02B -$74.4M -7% 256
VCM
740
Versant Capital Management
Arizona
$1.01B +$217M +27% 2,859
LPAM
741
Lodestar Private Asset Management
California
$1.01B +$17.3M +2% 236
JC
742
Jacobs & Co
California
$1.01B -$46.6M -4% 126
KW
743
KWB Wealth
California
$1.01B -$44.9M -4% 175
GG
744
Gleason Group
Kentucky
$1.01B -$10.3M -1% 241
CT
745
Coastline Trust
Rhode Island
$1.01B -$55.4M -5% 428
PNAA
746
Pictet North America Advisors
Switzerland
$1.01B -$46.5M -4% 158
BFG
747
Beacon Financial Group
Texas
$1B -$3.02M -0.3% 366
TC
748
Tetrad Corporation
Nebraska
$1B -$39.8M -4% 3
WCM
749
Wealthcare Capital Management
Virginia
$1,000M -$7.28M -0.7% 98
PAM
750
Palisade Asset Management
Minnesota
$996M -$29.9M -3% 200