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
DWS
1001
Discipline Wealth Solutions
South Carolina
$950M +$410M +76% 199
CFO
1002
CVA Family Office
Colorado
$950M +$80.2M +9% 1,882
HAS
1003
HBW Advisory Services
California
$949M +$28.5M +3% 480
SGCA
1004
Steel Grove Capital Advisors
Tennessee
$948M -$13.2M -1% 235
VSQM
1005
V-Square Quantitative Management
Illinois
$946M -$16.1M -2% 749
GWWM
1006
Great Waters Wealth Management
Minnesota
$945M +$35.9M +4% 124
PWA
1007
Provenance Wealth Advisors
Florida
$945M +$42.2M +5% 439
DCM
1008
Disciplina Capital Management
Tennessee
$944M +$70.1M +8% 69
HTIM
1009
Harbour Trust & Investment Management
Indiana
$943M -$37.5M -4% 162
MPMG
1010
Minneapolis Portfolio Management Group
Minnesota
$942M +$63.6M +7% 34
LG
1011
Leuthold Group
Minnesota
$939M +$12.7M +1% 229
CM
1012
Columbus Macro
Pennsylvania
$936M +$22.8M +2% 211
BST
1013
Bath Savings Trust
Maine
$936M -$65.8M -7% 175
IF
1014
Intrua Financial
Texas
$936M +$24.6M +3% 483
PWAM
1015
Private Wealth Asset Management
Iowa
$935M +$16.1M +2% 1,161
SWM
1016
SeaCrest Wealth Management
New York
$935M -$53.2M -5% 681
LJAC
1017
L.J. Altfest & Co
New York
$935M +$21.3M +2% 388
TW
1018
TritonPoint Wealth
Maryland
$934M -$52.3M -5% 288
FPI
1019
Financial Plan Inc
Washington
$933M +$61.9M +7% 104
MFT
1020
Moisand Fitzgerald Tamayo
Florida
$930M +$45M +5% 529
OBWG
1021
Onyx Bridge Wealth Group
New York
$930M -$10.1M -1% 391
OCG
1022
Opus Capital Group
Ohio
$930M +$6.66M +0.7% 147
VCAM
1023
Van Cleef Asset Management
Ohio
$929M -$57.6M -6% 121
DPW
1024
DiNuzzo Private Wealth
Pennsylvania
$928M +$8.89M +1% 1,388
BCM
1025
Bronte Capital Management
Australia
$928M -$29M -3% 51