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
PFA
1351
Perryman Financial Advisory
Texas
$667M -$14.5M -2% 179
MAM
1352
Marquette Asset Management
Minnesota
$667M -$10.5M -2% 927
WSCM
1353
Wellington Shields Capital Management
New York
$666M -$19.6M -3% 343
CMF
1354
Counterpoint Mutual Funds
California
$666M -$684M -51% 530
NWM
1355
Northwest Wealth Management
Iowa
$665M +$29.8M +5% 274
SAM
1356
Sawgrass Asset Management
Florida
$664M -$136M -17% 210
SHFA
1357
SC&H Financial Advisors
Maryland
$663M +$16.9M +3% 161
GHAM
1358
Gilman Hill Asset Management
Connecticut
$663M +$27.9M +4% 240
TPM
1359
Triasima Portfolio Management
Quebec, Canada
$661M -$6.22M -0.9% 167
OL
1360
Optas LLC
Texas
$661M +$21.5M +3% 547
HIG
1361
Heritage Investment Group
Florida
$661M +$3.81M +0.6% 128
RCG
1362
Regatta Capital Group
California
$661M -$1.34M -0.2% 225
AWM
1363
Affinity Wealth Management
Delaware
$661M -$42.8M -6% 116
TFGT
1364
TS Financial Group (TSFG)
Illinois
$659M -$10.3M -2% 898
VCM
1365
Virtue Capital Management
Tennessee
$657M +$8.28M +1% 368
PSC
1366
Portman Square Capital
United Kingdom
$657M +$80.7M +14% 110
GPSPJS
1367
General Pension Society PZU Joint Stock
Poland
$654M +$159M +32% 15
NGM
1368
North Growth Management
British Columbia, Canada
$653M +$14M +2% 48
FMN
1369
Financial Management Network
California
$653M +$21M +3% 202
WIM
1370
Westside Investment Management
California
$653M +$27.5M +4% 1,557
BHB
1371
Bank Hapoalim BM
Israel
$652M -$499M -43% 132
HFS
1372
Hughes Financial Services
Virginia
$651M +$14.2M +2% 1,814
CCA
1373
Carrera Capital Advisors
Michigan
$649M +$54.4M +9% 200
HPIA
1374
Hamilton Point Investment Advisors
North Carolina
$649M -$8.58M -1% 197
TWP
1375
Tyche Wealth Partners
Texas
$648M +$18.7M +3% 366