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
WCM
976
WealthBridge Capital Management
Ohio
$434M -$4.79M -1% 225
PEA
977
Park Edge Advisors
Ohio
$434M -$7.84M -2% 163
FPB
978
First PREMIER Bank
South Dakota
$433M -$2.99M -0.7% 379
GS
979
Gagnon Securities
New York
$433M -$57.9M -12% 92
OPA
980
Old Port Advisors
Maine
$433M +$27.2M +7% 249
AR
981
Apeiron RIA
Texas
$431M -$61.4M -12% 222
RCWVOTCITCONY
982
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$431M +$190M +79% 2
SCA
983
Sage Capital Advisors
South Dakota
$431M +$10.4M +2% 137
UCI
984
Uncommon Cents Investing
Wisconsin
$431M +$17.9M +4% 210
WPIC
985
White Pine Investment Company
Michigan
$430M +$6M +1% 70
GIM
986
Generali Investments Management
Slovenia
$430M -$72M -14% 171
GOCP
987
Great Oak Capital Partners
Massachusetts
$430M +$31.1M +8% 49
HNWAG
988
High Net Worth Advisory Group
Florida
$429M -$5.11M -1% 253
WH
989
Whitcomb & Hess
Ohio
$429M +$4.71M +1% 66
PIA
990
Pinion Investment Advisors
Kansas
$428M +$18.3M +4% 193
PGF
991
Plan Group Financial
Oklahoma
$426M +$40.8M +11% 243
IIM
992
Ipswich Investment Management
Massachusetts
$426M -$5.96M -1% 196
TCWM
993
Total Clarity Wealth Management
Illinois
$426M +$12.1M +3% 342
FMTC
994
Farmers & Merchants Trust Company
California
$426M -$12.2M -3% 197
APWA
995
Atlas Private Wealth Advisors
New Jersey
$425M -$3.21M -0.8% 142
BRM
996
Boston Research & Management
Massachusetts
$421M -$12.7M -3% 122
BAM
997
Brave Asset Management
New Jersey
$421M -$3.1M -0.7% 177
HNB
998
Hilltop National Bank
Wyoming
$421M +$6.91M +2% 840
HWMG
999
Hurlow Wealth Management Group
Indiana
$420M +$11.6M +3% 124
PGWM
1000
Parisi Gray Wealth Management
New Jersey
$420M -$20.7M -5% 143