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
TIM
1201
Thompson Investment Management
Wisconsin
$773M -$24.2M -3% 540
KWM
1202
KFG Wealth Management
Indiana
$773M +$25.7M +3% 223
VNA
1203
Valley National Advisers
Pennsylvania
$773M +$51M +7% 952
DOA
1204
D'Orazio & Associates
Virginia
$772M -$10.2M -1% 319
HVIA
1205
Hudson Valley Investment Advisors
New York
$772M -$132M -15% 152
CWP
1206
Concord Wealth Partners
Virginia
$770M +$756K +0.1% 849
CFS
1207
CRA Financial Services
New Jersey
$770M +$5.94M +0.8% 305
SC
1208
Slow Capital
California
$770M -$67.4M -8% 118
RWP
1209
Revolve Wealth Partners
New Jersey
$770M -$81.1M -10% 242
AIA
1210
Arbor Investment Advisors
North Carolina
$768M +$8.32M +1% 120
PPWP
1211
Premier Path Wealth Partners
New Jersey
$767M -$7.01M -0.9% 418
CA
1212
Capital Advantage
California
$765M +$23.7M +3% 152
FCA
1213
Fortis Capital Advisors
Kansas
$763M +$86M +13% 428
SC
1214
Skylands Capital
Wisconsin
$763M +$25.9M +4% 168
PMWMG
1215
Parr McKnight Wealth Management Group
Minnesota
$763M +$263K +0% 252
FTF
1216
Freedom Together Foundation
New York
$762M -$26.4M -3% 2
WCFA
1217
Walkner Condon Financial Advisors
Wisconsin
$759M +$38.7M +5% 337
CIG
1218
Cullen Investment Group
Louisiana
$758M -$13.8M -2% 182
TVAMP
1219
Tennessee Valley Asset Management Partners
Tennessee
$757M -$14.2M -2% 199
HAIM
1220
Hunter Associates Investment Management
Pennsylvania
$756M +$7.83M +1% 282
MSWM
1221
McGlone Suttner Wealth Management
Wisconsin
$755M +$11.7M +2% 203
SF
1222
Symphony Financial
Texas
$755M +$10.5M +1% 341
JGUA
1223
John G. Ullman & Associates
New York
$754M +$4.32M +0.6% 189
FFG
1224
Fiduciary Financial Group
California
$754M +$46.2M +7% 363
PL
1225
Polianta Ltd
Jersey
$754M -$10.7M -1% 127