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
EA
1226
Eclectic Associates
California
$753M +$112M +17% 161
AA
1227
ABC Arbitrage
France
$753M -$315M -30% 534
WAM
1228
Wallington Asset Management
Indiana
$752M -$36.1M -5% 73
TCMI
1229
Technology Crossover Management IX
California
$752M -$375M -33% 6
PWA
1230
Peterson Wealth Advisors
Utah
$752M +$1.79M +0.2% 110
CPG
1231
Cornerstone Planning Group
New Jersey
$749M +$108M +17% 1,930
BG
1232
BDF Gestion
France
$749M -$69.7M -9% 163
BCG
1233
Breakwater Capital Group
New Jersey
$747M +$30.2M +4% 383
CAWM
1234
Capital Advisors Wealth Management
Washington
$745M +$10.5M +1% 228
HI
1235
Hendershot Investments
Virginia
$744M -$40.5M -5% 130
EIG
1236
Ellenbecker Investment Group
Wisconsin
$743M +$28.2M +4% 140
APG
1237
Abacus Planning Group
South Carolina
$743M -$8.36M -1% 288
SHJ
1238
Sharkey, Howes & Javer
Colorado
$742M -$44.4M -6% 169
AFG
1239
Allegheny Financial Group
Pennsylvania
$742M +$66.3M +10% 299
LWA
1240
Lineweaver Wealth Advisors
Ohio
$742M +$8.2M +1% 188
CNB
1241
Camden National Bank
Maine
$739M +$11.9M +2% 175
CCM
1242
Canal Capital Management
Virginia
$739M +$33.9M +5% 224
JJBC
1243
James J. Burns & Company
New York
$737M +$12.3M +2% 168
BEW
1244
Burton Enright Welch
California
$736M +$25.1M +4% 139
GWS
1245
Glassman Wealth Services
Virginia
$736M -$5.48M -0.7% 202
TWP
1246
TFO Wealth Partners
Ohio
$735M +$67.2M +10% 73
AI
1247
Arvest Investments
Arkansas
$733M +$21.6M +3% 236
BM
1248
Berman McAleer
Maryland
$733M +$1.11M +0.2% 172
RP
1249
Rice Partnership
Hawaii
$732M -$7.82M -1% 189
IA
1250
Intellus Advisors
Florida
$732M -$21.9M -3% 139