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, 2,767 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
PPW
801
Presilium Private Wealth
Pennsylvania
$567M +$19.9M +4% 78
MWM
802
MinichMacGregor Wealth Management
New York
$567M +$14.8M +3% 162
EL
803
Essex LLC
Illinois
$566M +$2.07M +0.4% 186
GWI
804
Grace & White Inc
New York
$566M +$5.37M +1% 138
ANB
805
Amarillo National Bank
Texas
$566M -$3.13M -0.5% 94
GPTE
806
Generali Powszechne Towarzystwo Emerytalne
Poland
$566M -$19.1M -3% 33
AAS
807
Asset Allocation Strategies
Michigan
$563M +$22.6M +4% 181
GWAG
808
Garrett Wealth Advisory Group
Texas
$562M +$33.2M +6% 142
KFI
809
Key Financial Inc
Pennsylvania
$562M +$13.9M +3% 1,484
NPPM
810
North Point Portfolio Managers
Ohio
$561M -$29.2M -5% 79
TCM
811
Twele Capital Management
Minnesota
$561M +$1.29M +0.2% 39
CFP
812
Curran Financial Partners
South Carolina
$559M +$32.1M +6% 139
SHIM
813
Stone House Investment Management
Pennsylvania
$558M -$86.1M -13% 1,181
AFFA
814
ALM First Financial Advisors
Texas
$557M +$52.5M +10% 25
TF
815
TLWM Financial
Texas
$555M +$8.85M +2% 72
HWM
816
Heirloom Wealth Management
Colorado
$555M +$122M +28% 91
MAP
817
Moody Aldrich Partners
Massachusetts
$555M +$18.7M +3% 214
CSIA
818
Conrad Siegel Investment Advisors
Pennsylvania
$554M +$26.8M +5% 63
TPA
819
Trivium Point Advisory
Connecticut
$553M -$440M -44% 356
DCM
820
Davidson Capital Management
Texas
$552M +$89.9M +19% 119
JSA
821
Jacobson & Schmitt Advisors
Wisconsin
$551M -$42.6M -7% 80
LWP
822
LMG Wealth Partners
Louisiana
$549M +$12.8M +2% 159
KMC
823
Kirr Marbach & Co
Indiana
$549M +$25.6M +5% 61
DAM
824
Deltec Asset Management
New York
$545M -$58.1M -10% 284
ISB
825
Iowa State Bank
Iowa
$543M +$10.2M +2% 124