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
CAL
1076
Capital Advisors Ltd
Ohio
$880M -$6.87M -0.8% 1,640
1WA
1077
180 Wealth Advisors
Washington
$880M +$1.49M +0.2% 501
DCM
1078
Dupont Capital Management
Delaware
$879M -$8.32M -0.9% 111
TNA
1079
True North Advisors
Texas
$877M +$104M +13% 288
MC
1080
Middleton & Co
Massachusetts
$877M -$65M -7% 168
SFA
1081
Souders Financial Advisors
Ohio
$876M +$3.19M +0.4% 227
LI
1082
LVZ Inc
Michigan
$876M -$18.2M -2% 180
SCA
1083
Stillwater Capital Advisors
Pennsylvania
$876M -$54.3M -6% 73
PL
1084
Parthenon LLC
Kentucky
$875M -$52M -6% 131
PAI
1085
Power Alpha Investment
British Virgin Islands
$874M -$98.6M -10% 5
ACS
1086
Archford Capital Strategies
Illinois
$873M +$15.4M +2% 378
JWBC
1087
J.W. Burns & Co
New York
$873M -$30.5M -3% 190
GCM
1088
Genus Capital Management
British Columbia, Canada
$873M +$14.1M +2% 237
PLFA
1089
Pacific Life Fund Advisors
California
$871M -$100M -10% 21
BFC
1090
Bedel Financial Consulting
Indiana
$870M -$59.3M -6% 305
NG
1091
Novem Group
New York
$870M +$5.99M +0.7% 455
PJWM
1092
Philip James Wealth Mangement
Georgia
$870M +$6.5M +0.8% 175
CWM
1093
Cabot Wealth Management
Massachusetts
$869M -$35.1M -4% 145
HDIM
1094
Hanson & Doremus Investment Management
Vermont
$869M +$37.3M +4% 560
ICCFIA
1095
IDG China Capital Fund III Associates
China
$868M +$67.2M +8% 2
LRPA
1096
L. Roy Papp & Associates
Arizona
$867M -$37.1M -4% 191
HWA
1097
HHM Wealth Advisors
Tennessee
$867M +$19.4M +2% 925
NC
1098
Northcape Capital
Australia
$867M -$264K -0% 8
NEPWA
1099
New England Private Wealth Advisors
Massachusetts
$866M +$63.1M +8% 195
CA
1100
Cache Advisors
California
$866M +$51.6M +6% 197