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
CT
951
Coastline Trust
Rhode Island
$1.01B -$55.4M -5% 428
AH
952
Allen Holding
New York
$1.01B -$41.4M -4% 9
MIM
953
Miller Investment Management
Pennsylvania
$1.01B -$16.9M -2% 92
PNAA
954
Pictet North America Advisors
Switzerland
$1.01B -$46.5M -4% 158
ST
955
Sentinel Trust
Texas
$1.01B -$8.93M -0.9% 141
PGCM
956
Prescott Group Capital Management
Oklahoma
$1B -$73.1M -7% 296
BFG
957
Beacon Financial Group
Texas
$1B -$3.02M -0.3% 366
SFC
958
SYM Financial Corp
Indiana
$1B +$27.5M +3% 470
TC
959
Tetrad Corporation
Nebraska
$1B -$39.8M -4% 3
WCM
960
Wealthcare Capital Management
Virginia
$1,000M -$7.28M -0.7% 98
PAM
961
Palisade Asset Management
Minnesota
$996M -$29.9M -3% 200
RZH
962
Relyea Zuckerberg Hanson
Connecticut
$995M +$4.59M +0.5% 284
VCP
963
Vista Capital Partners
Oregon
$994M -$19M -2% 163
CFG
964
Cooper Financial Group
California
$989M +$49.7M +5% 453
AAM
965
Azzad Asset Management
Virginia
$989M -$30.5M -3% 357
FFS
966
Forge Financial Services
Oklahoma
$987M +$753M +322% 32
PCI
967
Planning Center Inc
Illinois
$987M +$7.8M +0.8% 80
RA
968
Rodgers & Associates
Pennsylvania
$982M -$5.38M -0.5% 111
MVM
969
Medicxi Ventures Management
Jersey
$982M +$147M +18% 5
EWA
970
Evolution Wealth Advisors
Florida
$981M -$10.7M -1% 186
HHAA
971
Henry H. Armstrong Associates
Pennsylvania
$981M -$95.3M -9% 62
RA
972
Rational Advisors
New York
$980M +$3.43M +0.4% 205
MFWP
973
Mosaic Family Wealth Partners
Missouri
$977M +$65.8M +7% 293
PE
974
PSG Equity
Massachusetts
$977M -$58.1M -6% 1
BMM
975
Berkshire Money Management
Massachusetts
$976M -$71.8M -7% 136