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
PB
1176
Pinnacle Bancorp
Nebraska
$339M -$2.33M -0.7% 914
PWM
1177
Penobscot Wealth Management
Maine
$338M +$14.9M +5% 112
SFS
1178
Solitude Financial Services
Virginia
$338M +$34.8M +11% 42
GJWM
1179
Gilliland Jeter Wealth Management
Arkansas
$338M +$6.73M +2% 191
FIM
1180
Freedom Investment Management
Connecticut
$337M -$6.97M -2% 122
IWN
1181
Independent Wealth Network
Iowa
$337M +$9.21M +3% 344
WWM
1182
WT Wealth Management
Arizona
$336M -$11.4M -3% 153
LFP
1183
Leeward Financial Partners
Washington
$336M -$19.6M -5% 100
KA
1184
Kooman & Associates
Pennsylvania
$335M -$2.67M -0.8% 54
LI
1185
LifeWealth Investments
Florida
$335M +$19.3M +6% 169
HVP
1186
Hudson Value Partners
Florida
$335M -$262K -0.1% 113
PCS
1187
Private Client Services
Kentucky
$334M +$14.5M +5% 231
BWM
1188
Baron Wealth Management
Michigan
$334M +$9.91M +3% 303
CA
1189
Claris Advisors
Missouri
$334M +$6.03M +2% 72
VFIC
1190
Valley Forge Investment Consultants
Pennsylvania
$334M -$10.2M -3% 87
HPM
1191
Hoxton Planning & Management
West Virginia
$333M -$1.25M -0.4% 233
IFA
1192
Independence Financial Advisors
New Hampshire
$333M -$30.6M -8% 57
ACM
1193
Aurdan Capital Management
Pennsylvania
$333M +$8.91M +3% 90
WCM
1194
Westend Capital Management
California
$333M -$23.7M -7% 284
MCG
1195
McCollum Christoferson Group
New York
$333M -$12.9M -4% 83
SBF
1196
Sara-Bay Financial
Florida
$333M -$1.86M -0.6% 91
AB
1197
Atlas Brown
Kentucky
$332M -$4.2M -1% 235
SCP
1198
Silverleafe Capital Partners
Tennessee
$332M -$4.54M -1% 125
GSCM
1199
Greenfield Seitz Capital Management
Texas
$332M +$26.8M +9% 117
SFG
1200
Snider Financial Group
Washington
$331M -$43.8M -12% 117