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
Legacy Financial Group (Iowa)
1176
Legacy Financial Group (Iowa)
Iowa
$795M -$14.3M -2% 125
CWP
1177
Curated Wealth Partners
California
$794M -$132M -14% 255
SC
1178
Soundwatch Capital
Connecticut
$793M +$148M +23% 54
VCM
1179
Vision Capital Management
Oregon
$792M -$37.7M -5% 153
PWM
1180
Parkway Wealth Management
Texas
$791M +$45.1M +6% 148
IBOK
1181
Independence Bank of Kentucky
Kentucky
$789M -$14.5M -2% 742
RBC
1182
Roble Belko & Company
Pennsylvania
$787M +$23.4M +3% 529
LSPW
1183
Lake Street Private Wealth
Illinois
$785M -$32M -4% 298
GA
1184
GFS Advisors
Texas
$785M -$57.3M -7% 262
BIG
1185
Brookwood Investment Group
Arizona
$784M -$46M -6% 592
CPBTD
1186
Central Pacific Bank - Trust Division
Hawaii
$784M -$31.8M -4% 926
MO
1187
McMillan Office
Michigan
$782M -$49.2M -6% 508
HPA
1188
High Probability Advisors
New York
$781M +$31.5M +4% 77
TCMX
1189
Technology Crossover Management X
California
$781M -$221M -22% 6
LA
1190
Lifeworks Advisors
Michigan
$779M +$6.9M +0.9% 351
FWA
1191
FSM Wealth Advisors
Ohio
$778M +$47.1M +6% 329
TAM
1192
TCP Asset Management
Ohio
$778M +$184M +31% 143
NA
1193
Nottingham Advisors
New York
$777M +$60.1M +8% 119
FPF
1194
First Pacific Financial
Washington
$777M +$10.7M +1% 681
BWA
1195
BlueSky Wealth Advisors
North Carolina
$777M +$18.2M +2% 118
TCM
1196
Twin Capital Management
Pennsylvania
$776M -$30M -4% 298
CCMINC
1197
Cardinal Capital Management Inc (North Carolina)
North Carolina
$776M +$20.6M +3% 136
WF
1198
WoodTrust Financial
Wisconsin
$775M -$82M -10% 192
PA
1199
Planning Alternatives
Michigan
$775M -$19.2M -2% 120
GC
1200
Gilbert & Cook
Iowa
$774M -$21.3M -3% 232