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
GA
1051
Goldstein Advisors
Wisconsin
$900M +$22.5M +3% 244
TFA
1052
Teamwork Financial Advisors
Texas
$900M -$38.4M -4% 198
BWP
1053
Barlow Wealth Partners
Kentucky
$900M -$26.5M -3% 144
BWP
1054
BlueStem Wealth Partners
Minnesota
$900M -$5.86M -0.6% 141
DA
1055
Denali Advisors
California
$900M -$1.32M -0.1% 351
WP
1056
WealthShield Partners
North Carolina
$898M -$9.29M -1% 624
IWP
1057
IAG Wealth Partners
Wisconsin
$896M +$32.2M +4% 533
IWS
1058
Insight Wealth Strategies
California
$896M +$23.6M +3% 188
B
1059
BloombergSen
Ontario, Canada
$893M -$54.4M -6% 31
SFM
1060
Signet Financial Management
New Jersey
$892M -$2.84M -0.3% 310
FMP
1061
Financial Management Professionals
Texas
$892M -$78M -8% 1,038
AAA
1062
Adams Asset Advisors
Texas
$891M +$131M +17% 88
QFA
1063
Quantum Financial Advisors
California
$891M +$849K +0.1% 251
JIR
1064
James Investment Research
Ohio
$891M -$24.5M -3% 379
PCM
1065
Prime Capital Management
Hong Kong
$891M +$49M +6% 7
FRM
1066
Foundation Resource Management
Arkansas
$889M +$141M +19% 55
SSWM
1067
Sheets Smith Wealth Management
North Carolina
$888M -$22.8M -3% 413
HFS
1068
Howard Financial Services
Texas
$888M +$32.8M +4% 235
GAM
1069
Griffin Asset Management
New York
$887M -$37.7M -4% 261
JCM
1070
Jag Capital Management
Missouri
$887M -$33.6M -4% 151
NAS
1071
NWF Advisory Services
California
$885M -$19.3M -2% 439
MIG
1072
McGuire Investment Group
Rhode Island
$885M -$50.4M -5% 123
GBT
1073
Grove Bank & Trust
Florida
$884M -$4.64M -0.5% 899
AE
1074
American Express
New York
$880M -$327M -27% 1
RBC
1075
Romano Brothers & Co
Illinois
$880M +$245K +0% 325