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
SEM
1126
Suncoast Equity Management
Florida
$833M -$157M -16% 110
NWM
1127
Nicola Wealth Management
British Columbia, Canada
$833M -$266M -24% 68
AWA
1128
Alaska Wealth Advisors
Alaska
$833M +$47.5M +6% 93
AWM
1129
Accurate Wealth Management
Florida
$831M +$42.9M +5% 579
CA
1130
Claro Advisors
Massachusetts
$830M +$96.4M +13% 539
FSA
1131
Fort Sheridan Advisors
Illinois
$828M +$40.7M +5% 295
WETS
1132
Wealth Enhancement Trust Services
South Dakota
$826M +$34.9M +4% 830
MA
1133
MJP Associates
Connecticut
$823M +$23.8M +3% 273
PI
1134
Parkside Investments
Illinois
$823M +$29M +4% 106
MFA
1135
Mayflower Financial Advisors
Massachusetts
$823M -$3.34M -0.4% 465
AWM
1136
Arista Wealth Management
Nevada
$822M +$8.32M +1% 292
AIMC
1137
Alley Investment Management Company
Illinois
$821M -$33.4M -4% 91
DI
1138
DUMAC Inc
North Carolina
$820M +$169M +26% 11
ORL
1139
Oak Root LLC
California
$820M -$7.22M -0.9% 11
BWP
1140
BSW Wealth Partners
Colorado
$819M -$13.9M -2% 348
NCM
1141
Nelson Capital Management
California
$819M -$35.4M -4% 110
SIC
1142
SJS Investment Consulting
Ohio
$819M +$28.3M +4% 2,597
BCA
1143
Bay Colony Advisors
Massachusetts
$818M -$15.9M -2% 544
HWM
1144
Hohimer Wealth Management
Washington
$818M +$75.4M +10% 416
BC
1145
Brio Consultants
California
$818M +$48.5M +6% 158
CICI
1146
Capital Investment Counsel Inc
North Carolina
$816M -$34.3M -4% 273
KCP
1147
Kera Capital Partners
California
$815M +$3.95M +0.5% 616
SLG
1148
Stanley-Laman Group
Pennsylvania
$814M +$27.5M +3% 337
VFG
1149
Victory Financial Group
Texas
$814M +$19.1M +2% 376
RFA
1150
RTD Financial Advisors
Pennsylvania
$814M -$5.81M -0.7% 118