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
BI
1301
Berkeley Inc
Idaho
$298M -$16.4M -5% 83
AWM
1302
Act Wealth Management
Texas
$298M -$7.91M -3% 66
ATC
1303
Adirondack Trust Company
New York
$298M -$6.4M -2% 576
JCM
1304
Jacobsen Capital Management
Utah
$296M -$10M -3% 134
FBT
1305
First Bankers Trust
Kentucky
$296M -$1.44M -0.5% 152
VWM
1306
Vigilare Wealth Management
Arizona
$296M -$1.36M -0.5% 132
RSA
1307
River Street Advisors
Illinois
$296M +$29.1M +11% 186
CFGA
1308
Cambridge Financial Group (Arizona)
Arizona
$295M +$7.71M +3% 181
RHP
1309
Royal Harbor Partners
Texas
$295M -$7.16M -2% 61
MSWM
1310
Master's Wealth Management
Pennsylvania
$295M +$17.2M +6% 86
MFC
1311
Morris Financial Concepts
South Carolina
$295M +$9.02M +3% 199
HAG
1312
HF Advisory Group
Maryland
$293M +$6.81M +2% 175
CWA
1313
Consilium Wealth Advisory
Texas
$293M +$22.2M +8% 109
MIM
1314
Montgomery Investment Management
Maryland
$293M +$15.2M +5% 104
RFP
1315
Roth Financial Partners
Texas
$293M -$10.3M -3% 33
FWP
1316
Family Wealth Partners
North Carolina
$293M +$15.4M +6% 112
SG
1317
Sharper & Granite
California
$293M +$8.8M +3% 108
BFS
1318
Burkett Financial Services
South Carolina
$292M -$1.22M -0.4% 257
WF
1319
Warner Financial
Maryland
$292M +$3.53M +1% 136
BCIM
1320
Bishop & Co Investment Management
Pennsylvania
$292M -$10.4M -3% 29
CIM
1321
Capital Investment Management
Missouri
$291M +$5.23M +2% 132
KCFA
1322
Key Client Fiduciary Advisors
New Jersey
$291M +$2.19M +0.8% 218
DWM
1323
Denver Wealth Management
Colorado
$291M +$8.47M +3% 108
OAM
1324
Oak Asset Management
California
$290M -$2.76M -0.9% 111
EA
1325
Everpar Advisors
Oklahoma
$290M +$20.8M +8% 305