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, 2,739 funds (~31%) 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
HSG
876
Helen Stephens Group
Texas
$501M +$25.1M +5% 133
PWP
877
Precedent Wealth Partners
Texas
$500M +$22.8M +5% 178
PPC
878
Park Place Capital
Alabama
$499M +$18.3M +4% 887
SWM
879
Scissortail Wealth Management
Oklahoma
$498M +$59.1M +13% 121
TGAM
880
TBH Global Asset Management
Tennessee
$497M -$103M -17% 293
NHT
881
New Hampshire Trust
New Hampshire
$496M -$18M -4% 175
CH
882
Canton Hathaway
Rhode Island
$496M -$23M -4% 293
WWMSC
883
Wagner Wealth Management (South Carolina)
South Carolina
$495M +$24.7M +5% 281
CCT
884
Chemung Canal Trust
New York
$494M -$11.1M -2% 116
LI
885
Lafayette Investments
Maryland
$494M -$35.2M -7% 165
RP
886
Rowlandmiller & Partners
Georgia
$493M -$24.9M -5% 198
SCA
887
Scott Capital Advisors
Oregon
$493M +$41.8M +9% 58
BPIA
888
Broad Peak Investment Advisers
Singapore
$493M -$65M -12% 29
CWM
889
Cranbrook Wealth Management
Michigan
$492M -$15.6M -3% 410
BZWA
890
Blue Zone Wealth Advisors
California
$491M -$31.4M -6% 144
PFA
891
Professional Financial Advisors
Nebraska
$491M +$1.56M +0.3% 152
SIG
892
Spinnaker Investment Group
California
$491M -$60.4M -11% 183
RPWA
893
Regent Peak Wealth Advisors
Georgia
$490M -$16.9M -3% 213
IP
894
Intellectus Partners
California
$490M -$27.4M -5% 311
AIC
895
Ayalon Insurance Company
Israel
$490M +$77.5M +19% 61
KMWM
896
Keudell/Morrison Wealth Management
Oregon
$489M +$13.1M +3% 259
CIM
897
Contravisory Investment Management
Massachusetts
$488M -$16.7M -3% 436
MHR
898
Matthew Hamilton Rosenberg
$488M +$5.22M +1% 822
KCM
899
Kendall Capital Management
Maryland
$488M +$9.91M +2% 243
CAM
900
Covenant Asset Management
New Jersey
$488M -$31M -6% 153