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, 2,792 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
LOWM
776
Laurel Oak Wealth Management
New Jersey
$595M +$2.12M +0.4% 392
PCWA
777
Pacific Capital Wealth Advisors
California
$595M +$11.9M +2% 91
EMAM
778
Encompass More Asset Management
California
$593M +$52.9M +10% 307
WFA
779
West Financial Advisors
Iowa
$589M -$3.55M -0.6% 247
PFM
780
Patton Fund Management
Texas
$589M -$157M -21% 518
BMWS
781
Brady Martz Wealth Solutions
North Dakota
$587M +$18.9M +3% 201
PFG
782
PAX Financial Group
Texas
$586M +$6.31M +1% 225
CM
783
Capital Management
Virginia
$585M -$24.9M -4% 77
HA
784
Huntleigh Advisors
Missouri
$585M -$7.32M -1% 311
EWM
785
Edge Wealth Management
New York
$585M +$18.4M +3% 91
AIM
786
Arcadia Investment Management
Michigan
$584M -$32.3M -5% 390
MPIA
787
Mountain Pacific Investment Advisers
Idaho
$584M -$33.4M -5% 147
SIG
788
Sky Investment Group
Connecticut
$583M -$22M -4% 148
DM
789
Diversified Management
Wisconsin
$583M +$155M +36% 266
PA
790
Perennial Advisors
New York
$583M -$13.8M -2% 131
CWM
791
CMH Wealth Management
New Hampshire
$583M +$116M +25% 120
TEC
792
Tensor Edge Capital
Massachusetts
$582M +$322M +124% 18
GCM
793
Gibraltar Capital Management
Oklahoma
$581M -$7.45M -1% 124
LRIA
794
Leonard Rickey Investment Advisors
Washington
$578M +$24.8M +4% 126
PG
795
Patten Group
Tennessee
$575M +$34.6M +6% 323
SFG
796
Sovereign Financial Group
Connecticut
$575M +$13.7M +2% 389
BCM
797
Bourgeon Capital Management
Connecticut
$574M -$40M -7% 139
DW30
798
Drucker Wealth 3.0
New Jersey
$573M +$3.93M +0.7% 277
IF
799
Ironwood Financial
Arizona
$573M -$16.9M -3% 170
MAM
800
McLean Asset Management
Virginia
$572M +$13.3M +2% 174