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, 4,829 funds (~55%) 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
PHWA
901
Petersen Hastings Wealth Advisors
Washington
$1.09B +$50.3M +5% 82
MAA
902
Matrix Asset Advisors
New York
$1.09B -$22.4M -2% 113
MIA
903
MMBG Investment Advisors
Florida
$1.09B -$99M -8% 182
MTCM
904
Mint Tower Capital Management
Netherlands
$1.08B +$252M +30% 388
M
905
MOTCO
Texas
$1.08B -$22.2M -2% 681
IWA
906
IBEX Wealth Advisors
New Jersey
$1.07B +$52.8M +5% 214
TC
907
Trust Company
Kansas
$1.07B +$991K +0.1% 919
CAM
908
Clark Asset Management
New Hampshire
$1.06B +$102M +11% 279
LCM
909
LVM Capital Management
Michigan
$1.06B -$16.1M -1% 176
WB
910
Webster Bank
Connecticut
$1.06B -$9.82M -0.9% 698
CA
911
Cornerstone Advisory
Maryland
$1.06B +$6.91M +0.7% 273
BL
912
BFSG LLC
California
$1.05B +$26.5M +3% 771
TCOT
913
Trust Company of Toledo
Ohio
$1.05B +$40M +4% 864
SPWG
914
Syntegra Private Wealth Group
Missouri
$1.05B -$36.3M -3% 201
HW
915
HORAN Wealth
Ohio
$1.05B +$401M +62% 200
SPC
916
Spirepoint Private Client
Florida
$1.05B +$5.05M +0.5% 342
NRG
917
Nemes Rush Group
Michigan
$1.05B -$11.7M -1% 1,038
MNBTD
918
Moody National Bank Trust Division
Texas
$1.05B +$11.2M +1% 543
CIA
919
Compass Ion Advisors
Pennsylvania
$1.05B -$595K -0.1% 288
AAIM
920
Asset Advisors Investment Management
Georgia
$1.05B -$34.9M -3% 111
ANBT
921
American National Bank & Trust
Texas
$1.05B -$11.2M -1% 722
WP
922
Waycross Partners
Kentucky
$1.05B -$175M -14% 99
RC
923
Randolph Company
Ohio
$1.05B +$4.01M +0.4% 45
OWA
924
Octavia Wealth Advisors
Ohio
$1.05B -$1.24M -0.1% 255
TCM
925
Telos Capital Management
California
$1.04B -$28.7M -3% 201