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
IWMA
1151
Ironwood Wealth Management (Arizona)
Arizona
$349M +$8.58M +3% 47
CCMI
1152
Creative Capital Management Investments
California
$348M +$17.1M +5% 354
AWA
1153
Argos Wealth Advisors
California
$348M -$24.5M -7% 225
GCP
1154
Gill Capital Partners
Colorado
$348M +$17.8M +5% 701
SAM
1155
Shikiar Asset Management
New York
$347M -$54.8M -14% 110
WRM
1156
Weybosset Research & Management
Rhode Island
$347M +$22.5M +7% 35
CFS
1157
CGC Financial Services
Oregon
$346M -$27.7M -7% 359
PC
1158
Prairiewood Capital
North Dakota
$346M +$23.8M +7% 82
BIP
1159
Bouvel Investment Partners
Pennsylvania
$345M -$2.24M -0.6% 88
PCM
1160
Presidio Capital Management
California
$344M +$11.5M +3% 84
SEEDPG
1161
S.E.E.D. Planning Group
New York
$344M -$6.53M -2% 100
TF
1162
Threadgill Financial
Texas
$344M +$101M +42% 59
FMB
1163
Field & Main Bank
Kentucky
$344M -$3.32M -1% 266
JF
1164
Joule Financial
Kentucky
$343M +$9.53M +3% 120
TCOO
1165
Trust Company of Oklahoma
Oklahoma
$343M +$322K +0.1% 151
LKIM
1166
Lawson Kroeker Investment Management
Nebraska
$343M +$7.05M +2% 62
MKC
1167
M. Kraus & Co
Vermont
$343M -$15.3M -4% 86
FA
1168
FC Advisory
Pennsylvania
$342M -$5.58M -2% 118
SW
1169
SMART Wealth
Nebraska
$341M +$13.5M +4% 240
SFA
1170
Seneca Financial Advisors
New York
$341M +$12.6M +4% 65
IPW
1171
Intergy Private Wealth
Colorado
$341M +$9.49M +3% 126
CWG
1172
Crown Wealth Group
North Carolina
$340M -$17.4M -5% 163
CPIA
1173
Cornell Pochily Investment Advisors
New York
$340M -$4.56M -1% 189
SM
1174
Sweeney & Michel
California
$340M +$1.3M +0.4% 146
NCM
1175
Neumann Capital Management
California
$340M -$6.58M -2% 104