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
FHB
1276
First Hawaiian Bank
Hawaii
$715M -$36.5M -5% 91
CFGSD
1277
Compass Financial Group (South Dakota)
South Dakota
$715M +$14.5M +2% 108
ECM
1278
EagleClaw Capital Management
Massachusetts
$714M +$23M +3% 151
ACA
1279
Affinity Capital Advisors
California
$713M -$9.42M -1% 189
LS
1280
Leelyn Smith
Illinois
$713M +$21.5M +3% 162
ZDA
1281
Zweig-DiMenna Associates
New York
$713M -$697M -49% 120
AC
1282
Asio Capital
Kentucky
$712M +$3.32M +0.5% 123
PCS
1283
Personal CFO Solutions
New Jersey
$712M +$82.1M +13% 571
GSWM
1284
Greenup Street Wealth Management
Michigan
$710M +$17.8M +3% 138
LSIA
1285
LaSalle St. Investment Advisors
Illinois
$710M +$89M +14% 425
AFA
1286
AA Financial Advisors
Ohio
$710M +$169M +31% 240
LF
1287
Lee Financial
Texas
$709M -$32.4M -4% 155
CWS
1288
Cypress Wealth Services
California
$708M -$14.3M -2% 419
NG
1289
Northstar Group
New York
$707M -$26.8M -4% 172
MCP
1290
Mirador Capital Partners
California
$706M -$23.5M -3% 219
JPMIA
1291
J.P. Marvel Investment Advisors
Massachusetts
$705M -$15M -2% 60
AFA
1292
Arlington Financial Advisors
California
$702M +$3.86M +0.6% 112
EA
1293
Enclave Advisors
Texas
$702M -$4.15M -0.6% 135
FA
1294
Faithward Advisors
Pennsylvania
$701M +$18.8M +3% 343
IA
1295
IFC Advisors
California
$699M +$14.2M +2% 184
WIC
1296
Wilkins Investment Counsel
Massachusetts
$698M +$12.3M +2% 123
KLI
1297
Kelman-Lazarov Inc
Tennessee
$698M -$2.68M -0.4% 145
AIA
1298
Allied Investment Advisors
Montana
$697M +$50.6M +8% 105
AWC
1299
Abundance Wealth Counselors
Pennsylvania
$697M +$105M +18% 253
FCM
1300
Fourpath Capital Management
Oklahoma
$697M -$33.7M -5% 251