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, 2,654 funds (~30%) 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
BAM
1051
BOS Asset Management
Illinois
$392M +$17.9M +5% 209
MA
1052
Mezzasalma Advisors
New Jersey
$391M -$24.9M -6% 171
WSWA
1053
Warren Street Wealth Advisors
California
$391M +$42.9M +12% 143
HWP
1054
Highline Wealth Partners
California
$391M +$35.3M +10% 1,397
5NPW
1055
55 North Private Wealth
Florida
$391M +$11.1M +3% 228
CFA
1056
CWS Financial Advisors
Michigan
$390M +$21.9M +6% 163
SA
1057
Sicart Associates
New York
$389M +$12.4M +3% 78
BWM
1058
Brown Wealth Management
Illinois
$389M +$9.21M +2% 117
SSI
1059
Scott & Selber Inc
Texas
$387M -$11.4M -3% 95
HCM
1060
Hudson Capital Management
New Jersey
$387M -$11.6M -3% 81
GCA
1061
Gradient Capital Advisors
California
$386M -$2.25M -0.6% 180
BHWM
1062
Bay Harbor Wealth Management
Maryland
$386M +$2.94M +0.8% 1,353
GAG
1063
Goodman Advisory Group
Massachusetts
$385M -$20.9M -5% 212
PCP
1064
Polunin Capital Partners
United Kingdom
$385M -$264M -41% 25
PM
1065
Phraction Management
Connecticut
$385M +$13.1M +4% 73
CSB
1066
City State Bank
Iowa
$385M +$20.2M +6% 800
AWM
1067
Accel Wealth Management
Iowa
$383M +$17.7M +5% 302
QCM
1068
Quadratic Capital Management
Connecticut
$383M -$7.91M -2% 2
NFP
1069
Narus Financial Partners
Utah
$382M +$18.6M +5% 170
BFP
1070
Briaud Financial Planning
Texas
$381M -$24.5M -6% 43
CPWA
1071
Cerro Pacific Wealth Advisors
California
$381M +$10.3M +3% 170
PWMG
1072
Private Wealth Management Group
New Jersey
$381M +$6.43M +2% 1,571
AWA
1073
Aquire Wealth Advisors
Utah
$380M -$4.02M -1% 51
BCFS
1074
Butensky & Cohen Financial Security
Florida
$380M +$10.3M +3% 98
AC
1075
Attestor Capital
Cayman Islands
$380M +$168M +79% 10