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
TVPW
1251
Third View Private Wealth
Connecticut
$730M -$12.6M -2% 295
AFAS
1252
Acorn Financial Advisory Services
Virginia
$730M +$52.2M +8% 239
CICC
1253
Capital Investment Counsel (Colorado)
Colorado
$730M +$9.89M +1% 152
HGWM
1254
Horst & Graben Wealth Management
Oregon
$729M +$66.2M +10% 200
TCM
1255
Tran Capital Management
California
$728M -$107M -13% 81
DA
1256
Dillon & Associates
Michigan
$726M -$48M -6% 79
PAS
1257
Professional Advisory Services
Florida
$724M -$47.2M -6% 82
KFAA
1258
Klaas Financial Asset Advisors
Illinois
$724M +$34.8M +5% 63
UW
1259
Unique Wealth
Florida
$723M +$7M +1% 216
AF
1260
Apollon Financial
South Carolina
$723M +$34.3M +5% 275
ZAM
1261
Zevin Asset Management
Massachusetts
$723M -$22.8M -3% 101
CG
1262
Castellan Group
Kentucky
$723M -$70.1M -9% 59
MBTD
1263
Mechanics Bank - Trust Department
California
$722M -$41.4M -5% 210
PPW
1264
Pasadena Private Wealth
California
$721M -$11M -2% 268
FAC
1265
Financial Advisory Corporation
Michigan
$720M +$32.2M +5% 54
FA
1266
Fagan Associates
New York
$719M -$30.8M -4% 143
SAM
1267
Summit Asset Management
Tennessee
$719M +$12.1M +2% 178
PWA
1268
Physician Wealth Advisors
Utah
$719M -$128K -0% 2,264
LOPW
1269
Live Oak Private Wealth
North Carolina
$717M -$16.9M -2% 210
NI
1270
Nuance Investments
Missouri
$717M -$190M -21% 53
AFG
1271
Arkansas Financial Group
Arkansas
$717M +$23.5M +3% 95
CFO
1272
Cambient Family Office
Michigan
$716M +$15.6M +2% 282
SPG
1273
Strategic Planning Group
Utah
$715M -$61.5M -8% 92
LFA
1274
Legacy Financial Advisors
Kentucky
$715M -$7.81M -1% 431
NIM
1275
Nexus Investment Management
Ontario, Canada
$715M -$18.7M -3% 75