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
QPW
1226
Quantum Private Wealth
Florida
$324M -$18.7M -5% 180
CWM
1227
Cherrydale Wealth Management
New Jersey
$324M -$5.79M -2% 83
GIM
1228
Gold Investment Management
Alberta, Canada
$323M +$9.65M +3% 205
DC
1229
Dorval Corp
Minnesota
$322M +$9.03M +3% 45
WF
1230
Whelan Financial
California
$322M +$2.03M +0.6% 101
BW
1231
Balance Wealth
Ohio
$322M +$10.5M +3% 161
HZ
1232
Hixon Zuercher
Ohio
$321M -$8.7M -3% 91
WPW
1233
Watershed Private Wealth
Illinois
$321M -$12.7M -4% 126
BFW
1234
Brady Family Wealth
Missouri
$321M -$3.35M -1% 115
HCP
1235
Hamilton Capital Partners
Georgia
$320M +$19.3M +6% 44
QWM
1236
Quaker Wealth Management
New Jersey
$320M +$4.45M +1% 1,052
JWM
1237
Jeppson Wealth Management
California
$319M +$3.15M +1% 245
SLP
1238
Storen Legacy Partners
Indiana
$319M +$223K +0.1% 108
APW
1239
Acima Private Wealth
Virginia
$319M -$3.6M -1% 180
HLCM
1240
Hi-Line Capital Management
South Dakota
$318M +$17.7M +6% 41
EFN
1241
Equita Financial Network
Pennsylvania
$318M -$13.8M -4% 102
PA
1242
PFW Advisors
Georgia
$318M -$13.2M -4% 131
AI
1243
Auour Investments
Massachusetts
$318M +$3.63M +1% 94
GPW
1244
Genesis Private Wealth
Virginia
$318M -$4.56M -1% 198
SPG
1245
Snow Phipps Group
New York
$318M -$33.1M -9% 2
TM
1246
TigerOak Management
New Mexico
$317M -$10.4M -3% 130
NAH
1247
Neumann Advisory (HK)
Hong Kong
$317M -$60.4M -16% 7
CS
1248
Cisco Systems
California
$317M -$11.9M -4% 4
HKIMG
1249
Hutchens & Kramer Investment Management Group
Indiana
$317M +$27M +9% 200
ICP
1250
Interchange Capital Partners
Pennsylvania
$316M -$223M -41% 437