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, 2,641 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
SIC
1126
Sterling Investment Counsel
New York
$357M +$7.84M +2% 210
PWMG
1127
Pioneer Wealth Management Group
Texas
$357M +$27.2M +8% 55
BWM
1128
BigSur Wealth Management
Florida
$356M -$55.8M -14% 172
HNWA
1129
Henrickson Nauta Wealth Advisors
Michigan
$356M -$321M -47% 128
SFP
1130
Sandbox Financial Partners
Maryland
$356M -$5.76M -2% 129
CYG
1131
Clean Yield Group
Vermont
$355M -$5.01M -1% 420
WCM
1132
Windsor Capital Management
Arizona
$355M -$7.45M -2% 127
SWA
1133
ShankerValleau Wealth Advisors
Illinois
$355M -$14.2M -4% 41
TA
1134
Tactive Advisors
Florida
$355M +$13.3M +4% 293
CMP
1135
Courage Miller Partners
Virginia
$354M +$22.2M +7% 93
AWP
1136
Accretive Wealth Partners
New Jersey
$354M +$17M +5% 177
SCA
1137
Strathmore Capital Advisors
North Carolina
$354M +$48.8M +16% 142
PFA
1138
Pathway Financial Advisers
Indiana
$354M +$8.6M +2% 175
GFG
1139
Greystone Financial Group
Michigan
$353M -$287M -45% 100
BFS
1140
BridgePort Financial Solutions
Iowa
$353M -$19.4M -5% 253
SC
1141
Stolper & Co
Oklahoma
$352M +$13M +4% 92
BMWM
1142
Brown Miller Wealth Management
Virginia
$352M -$10.1M -3% 205
TFA
1143
Trinity Financial Advisors
Ohio
$351M -$6.38M -2% 97
LWMM
1144
Legacy Wealth Management (Mississippi)
Mississippi
$351M -$23.7M -6% 115
SC
1145
Steph & Co
Wisconsin
$351M +$3.58M +1% 323
HIA
1146
HTG Investment Advisors
Connecticut
$350M +$25M +8% 86
SL
1147
SWMG LLC
Texas
$350M -$10M -3% 134
WMP
1148
Wealth Management Partners
Arizona
$350M -$342K -0.1% 157
WFA
1149
Websterrogers Financial Advisors
South Carolina
$350M +$5.09M +1% 100
CCM
1150
Carmel Capital Management
California
$349M +$19.2M +6% 25