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
US
976
UNICOM Systems
Nevada
$976M -$47.2M -5% 33
VFM
977
Viking Fund Management
North Dakota
$976M +$113M +13% 153
SGK
978
Steigerwald Gordon & Koch
Virginia
$974M -$67.7M -6% 950
CIC
979
Cutler Investment Counsel
Oregon
$971M +$9.93M +1% 151
B
980
Bensler
Washington
$969M -$29.9M -3% 206
GLR
981
Great Lakes Retirement
Ohio
$967M +$4.97M +0.5% 237
RCIM
982
Red Cedar Investment Management
Michigan
$965M +$38.8M +4% 96
HWA
983
HCR Wealth Advisors
California
$964M -$45.3M -4% 263
UWPG
984
Ullmann Wealth Partners Group
Florida
$963M +$2.42M +0.3% 160
MK
985
MASTERINVEST Kapitalanlage
$962M -$90.6M -9% 312
RDWM
986
Red Door Wealth Management
Tennessee
$961M +$361K +0% 317
JWM
987
JGP Wealth Management
Oregon
$961M +$1.88M +0.2% 244
GLLW
988
Graves Light Lenhart Wealth
Virginia
$961M +$18.1M +2% 199
NA
989
Navellier & Associates
Nevada
$960M +$67.1M +8% 372
CFFP
990
Center for Financial Planning
Michigan
$958M -$3.11M -0.3% 735
JVBC
991
J.V. Bruni & Co
Colorado
$958M -$60.7M -6% 33
CISOA
992
Capital Investment Services of America
Wisconsin
$958M -$102M -10% 82
PHS
993
Pekin Hardy Strauss
Illinois
$957M -$125M -12% 523
FWM
994
Focused Wealth Management
New York
$957M +$15.3M +2% 225
GA
995
GuoLine Advisory
Singapore
$956M -$132M -12% 24
GFP
996
Gryphon Financial Partners
Ohio
$954M +$19.6M +2% 377
IP
997
Isthmus Partners
Wisconsin
$953M +$52.8M +6% 232
IC
998
Inscription Capital
Texas
$951M -$22.8M -2% 814
DSAM
999
Dock Street Asset Management
Florida
$951M -$141M -13% 61
SWGC
1000
Summit Wealth Group (Colorado)
Colorado
$950M +$196M +26% 353