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
AWS
1251
Arkfeld Wealth Strategies
Nebraska
$316M +$25.3M +9% 118
VAM
1252
Vert Asset Management
California
$315M +$14.5M +5% 46
SAMC
1253
Spectrum Asset Management (California)
California
$315M +$15M +5% 122
HOWA
1254
Heritage Oak Wealth Advisors
Florida
$315M +$44.1M +16% 98
EP
1255
Essential Planning
New Hampshire
$315M +$943K +0.3% 92
WIC
1256
Whitegate Investment Counselors
New Hampshire
$315M -$5.55M -2% 70
IAS
1257
Investment Advisory Services
Texas
$314M -$5.18M -2% 135
EWA
1258
ERTS Wealth Advisors
Michigan
$314M -$4.06M -1% 31
SL
1259
Sentry LLC
Tennessee
$314M -$51M -14% 128
MIM
1260
Moseley Investment Management
Florida
$314M -$9.91M -3% 173
AWM
1261
Ameliora Wealth Management
Switzerland
$314M -$14.6M -4% 240
PWM
1262
Purus Wealth Management
California
$314M -$6.95M -2% 163
EWA
1263
Etesian Wealth Advisors
Oregon
$313M -$5.51M -2% 142
NRW
1264
Nova R Wealth
Kansas
$313M +$39.1M +14% 93
SCI
1265
Silver Coast Investments
United States
$313M +$23.2M +8% 122
GC
1266
GFG Capital
Florida
$313M +$32.4M +12% 93
PAM
1267
Pegasus Asset Management
New York
$313M -$12.1M -4% 72
LFA
1268
LifeGuide Financial Advisors
Pennsylvania
$313M +$11.3M +4% 48
KA
1269
Kercheville Advisors
Texas
$313M -$69M -18% 127
MHB
1270
Midwest Heritage Bank
Iowa
$312M +$21.9M +8% 62
OPTFSNA
1271
Old Point Trust & Financial Services N A
Virginia
$311M -$9.35M -3% 330
CCM
1272
Consolidated Capital Management
California
$310M -$20.9M -6% 93
PWM
1273
Pines Wealth Management
North Carolina
$309M -$321K -0.1% 233
FUBT
1274
First United Bank & Trust
Maryland
$308M -$5.41M -2% 414
MWA
1275
Medallion Wealth Advisors
Connecticut
$306M +$8.65M +3% 1,164