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, 4,833 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
CA
926
Continuum Advisory
Idaho
$1.04B +$43.6M +4% 483
NG
927
Norden Group
Utah
$1.04B +$19.5M +2% 683
LTAS
928
Linden Thomas Advisory Services
North Carolina
$1.04B +$51.2M +5% 556
NFG
929
Nadler Financial Group
Illinois
$1.04B -$37.8M -4% 152
MGWM
930
Marks Group Wealth Management
Minnesota
$1.04B -$7.32M -0.7% 362
TWM
931
Tanager Wealth Management
United Kingdom
$1.03B +$31.7M +3% 153
TCM
932
Tributary Capital Management
Nebraska
$1.03B +$15.2M +1% 176
OTL
933
Oak Thistle LLC
New York
$1.03B +$310M +43% 661
KBFS
934
Kohmann Bosshard Financial Services
Ohio
$1.03B -$90.5M -8% 1,084
LA
935
LVW Advisors
New York
$1.03B +$38.7M +4% 459
IAS
936
IMA Advisory Services
Colorado
$1.02B -$17M -2% 1,080
MSA
937
Mason Street Advisors
Wisconsin
$1.02B +$6.87M +0.7% 17
PDM
938
Penn Davis McFarland
Texas
$1.02B -$21.5M -2% 78
GP
939
Galileo PTC
British Virgin Islands
$1.02B -$352M -26% 4
MCM
940
MV Capital Management
Maryland
$1.02B -$21.4M -2% 1,255
GSIS
941
Global Strategic Investment Solutions
Arizona
$1.02B -$6.12M -0.6% 157
COI
942
Connable Office Inc
Michigan
$1.02B -$74.4M -7% 256
VCM
943
Versant Capital Management
Arizona
$1.01B +$217M +27% 2,859
BBA
944
Baader Bank Aktiengesellschaft
Germany
$1.01B -$188M -16% 528
LPAM
945
Lodestar Private Asset Management
California
$1.01B +$17.3M +2% 236
JC
946
Jacobs & Co
California
$1.01B -$46.6M -4% 126
KW
947
KWB Wealth
California
$1.01B -$44.9M -4% 175
GG
948
Gleason Group
Kentucky
$1.01B -$10.3M -1% 241
CGA
949
Crescent Grove Advisors
Illinois
$1.01B -$42.4M -4% 332
EPAM
950
Euro Pacific Asset Management
Puerto Rico
$1.01B +$108M +12% 102