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, 128 funds (~1%) 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
MAFA
101
MJT & Associates Financial Advisory
Minnesota
$136M +$2.23M +2% 471
SA
102
Sincerus Advisory
New York
$132M +$7.55M +6% 79
BA
103
Blueline Advisors
New Hampshire
$129M +$6.39M +5% 221
AFC
104
Ares Financial Consulting
California
$127M +$22.3M +21% 1,093
AT
105
Adelphi Trust
Florida
$123M +$367K +0.3% 112
SG
106
Sankala Group
Colorado
$122M -$2.63M -2% 581
BCM
107
Barden Capital Management
Texas
$117M -$4.86M -4% 62
ECM
108
Ethos Capital Management
Pennsylvania
$117M +$10.4M +10% 57
GWM
109
GK Wealth Management
Nevada
$115M -$21.7M -16% 231
DWML
110
DWR WEALTH MANAGEMENT, LLC
California
$115M +$7.18M +7% 53
MGI
111
Miller Global Investments
Texas
$109M -$1.41M -1% 309
CCAL
112
City Center Advisors LLC
Michigan
$108M -$497K -0.5% 187
LSL
113
Legacy Solutions LLC
Pennsylvania
$108M -$5.9M -5% 84
CS
114
Crescent Sterling
Louisiana
$103M +$5.79M +6% 83
FEM
115
Fulcrum Equity Management
Texas
$103M -$1.76M -2% 152
LIC
116
Laurus Investment Counsel
Canada
$102M -$20.7M -17% 46
GAA
117
Green Alpha Advisors
Colorado
$102M -$7.59M -7% 116
JC
118
JBGlobal.com
New York
$102M +$22.1M +28% 30
BHPW
119
Box Hill Private Wealth
Arizona
$101M +$2.37M +2% 70
RBDF
120
Robert B. Daugherty Foundation
Nebraska
$100M -$598K -0.6% 1
KC
121
Karras Company
Utah
$98.6M -$3.94M -4% 63
HAS
122
Holland Advisory Services
Florida
$74.6M +$536K +0.7% 49
IDBONY
123
Israel Discount Bank of New York
New York
$45.6M +$8.83M +24% 41