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
MHIC
1026
Marble Harbor Investment Counsel
Massachusetts
$923M -$12.6M -1% 194
GFG
1027
Goldstone Financial Group
Illinois
$922M +$24.7M +3% 237
CIG
1028
Consolidated Investment Group
Colorado
$922M +$86.1M +10% 81
CF
1029
Clarity Financial
Texas
$919M -$162M -15% 132
AIA
1030
AssuredPartners Investment Advisors
Florida
$919M +$247M +37% 437
WDA
1031
Wendell David Associates
New Hampshire
$919M -$65.4M -7% 153
CFG
1032
CKW Financial Group
Hawaii
$917M -$5.22M -0.6% 188
BDF
1033
Black Diamond Financial
Maryland
$916M -$32.1M -3% 196
TIAM
1034
TT International Asset Management
United Kingdom
$916M +$442M +93% 62
GSWM
1035
Golden State Wealth Management
California
$915M -$32M -3% 1,742
CWMK
1036
Caliber Wealth Management (Kansas)
Kansas
$914M -$15.4M -2% 282
SA
1037
Scarborough Advisors
Maryland
$914M +$321M +54% 786
TFA
1038
Toth Financial Advisory
Virginia
$911M -$9.03M -1% 1,033
NFT
1039
Nan Fung Trinity
Hong Kong
$911M -$352M -28% 81
NAM
1040
NTV Asset Management
West Virginia
$910M -$34.5M -4% 324
HIC
1041
Harvey Investment Company
Kentucky
$909M -$29.7M -3% 99
HIC
1042
Hartline Investment Corp
Illinois
$909M -$15.8M -2% 115
AHT
1043
Amanah Holdings Trust
$908M +$225M +33% 20
GCA
1044
Greenwood Capital Associates
South Carolina
$908M -$13.3M -1% 311
SDJVC
1045
St. Denis J. Villere & Co
Louisiana
$907M -$89.8M -9% 83
TLIC
1046
Taiyo Life Insurance Company
Japan
$906M -$262M -22% 10
RWA
1047
Redhawk Wealth Advisors
Minnesota
$906M +$14M +2% 431
AHB
1048
Abner Herrman & Brock
New Jersey
$905M -$74.3M -8% 120
SWM
1049
Sendero Wealth Management
Texas
$904M +$2.01M +0.2% 218
SWM
1050
Stockman Wealth Management
Montana
$903M +$47.4M +6% 192