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, 2,688 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
CMP
951
Coston McIsaac & Partners
Maine
$443M +$12.3M +3% 1,007
APC
952
Aspire Private Capital
North Carolina
$443M -$6.51M -1% 186
GWM
953
GSB Wealth Management
Connecticut
$443M +$748K +0.2% 246
CWM
954
Centurion Wealth Management
Virginia
$443M -$12.2M -3% 323
BFA
955
Beacon Financial Advisory
Ohio
$443M +$11.3M +3% 423
NLP
956
Next Level Private
New York
$443M +$61.2M +16% 184
OWA
957
Opal Wealth Advisors
New York
$442M +$58.9M +15% 609
CMAI
958
Capital Management Associates Inc
Minnesota
$442M -$9.97M -2% 166
EL
959
EWA LLC
Pennsylvania
$441M +$31.3M +8% 317
TSWM
960
Triangle Securities Wealth Management
North Carolina
$441M -$33.7M -7% 213
AWM
961
Austin Wealth Management
Texas
$440M -$236M -35% 169
AWM
962
Abound Wealth Management
Tennessee
$440M +$13.2M +3% 1,621
FGWP
963
Founders Grove Wealth Partners
Virginia
$440M -$4.67M -1% 169
DA
964
Doliver Advisors
Texas
$440M +$40.3M +10% 185
TWG
965
The Wealth Group
Minnesota
$439M -$7.73M -2% 98
WCM
966
Whitener Capital Management
North Carolina
$438M -$1.04M -0.2% 179
DA
967
Detalus Advisors
Missouri
$438M +$27.6M +7% 190
BONH
968
Bank of New Hampshire
New Hampshire
$437M -$7.47M -2% 569
3IP
969
3Chopt Investment Partners
Virginia
$437M -$9.25M -2% 257
MAV
970
Mason & Associates (Virginia)
Virginia
$437M -$3.12M -0.7% 45
MWC
971
MBM Wealth Consultants
Missouri
$436M +$15.1M +4% 387
SA
972
Stewardship Advisors
Pennsylvania
$435M +$2.61M +0.6% 175
IWM
973
Integris Wealth Management
California
$435M -$4.32M -1% 128
DCPAL
974
Div Capital Phoenix Assets Ltd
$434M +$39.4M +10% 16
CWA
975
Cornerstone Wealth Advisors
Minnesota
$434M +$4.3M +1% 51