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
MAM
826
Marotta Asset Management
Virginia
$543M +$2.94M +0.5% 106
MAM
827
Milestone Asset Management
Pennsylvania
$543M +$12.4M +2% 260
GPWA
828
Great Point Wealth Advisors
Massachusetts
$542M -$6.2M -1% 67
B
829
Bellecapital
Switzerland
$538M -$25M -4% 142
ML
830
Mayport LLC
Massachusetts
$538M +$41.5M +8% 143
MG
831
Magnolia Group
Nebraska
$538M -$69M -11% 13
CCM
832
Coerente Capital Management
Ontario, Canada
$537M -$10.6M -2% 50
GC
833
Gibson Capital
Pennsylvania
$537M -$7.96M -1% 87
TCOT
834
Trust Company of Tennessee
Tennessee
$537M +$33.7M +7% 8
SRC
835
Sage Rhino Capital
California
$535M +$5.08M +1% 366
LA
836
Lynch & Associates
Indiana
$533M +$3.67M +0.7% 128
ACM
837
ASK Capital Management
California
$532M -$62.6M -11% 3
EA
838
Ellsworth Advisors
Ohio
$532M +$26.2M +5% 197
EFL
839
ERn Financial LLC
Wisconsin
$532M -$71K -0% 154
CA
840
Clune & Associates
Illinois
$532M +$68.7M +15% 180
STAS
841
Strong Tower Advisory Services
Minnesota
$531M -$27.1M -5% 100
PFA
842
Pettinga Financial Advisors
Indiana
$531M +$3.93M +0.7% 160
UFF
843
USA Financial Formulas
Michigan
$531M -$19.1M -3% 528
CRB
844
Chad R. Baker
$530M -$27.2M -5% 57
OMC
845
Overbrook Management Corp
New York
$529M -$49.9M -9% 55
LI
846
Louisbourg Investments
New Brunswick, Canada
$529M +$26.9M +5% 229
MFS
847
McNamara Financial Services
Massachusetts
$528M +$1.21M +0.2% 103
VU
848
Vanderbilt University
Tennessee
$526M -$59.3M -10% 84
VP
849
Verum Partners
North Carolina
$526M +$30.4M +6% 179
PWM
850
Praetorian Wealth Management
California
$526M +$22.5M +4% 79