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
CAAM
1376
Cornerstone Advisors Asset Management
Pennsylvania
$648M +$31.8M +5% 138
FAM
1377
Formidable Asset Management
Ohio
$648M -$39.6M -6% 415
IP
1378
Ignite Planners
California
$648M -$5.36M -0.8% 418
PG
1379
Proffitt & Goodson
Tennessee
$647M -$68.7M -10% 308
QPWM
1380
Quadrant Private Wealth Management
Pennsylvania
$646M +$36.4M +6% 305
SFG
1381
SageGuard Financial Group
Tennessee
$646M +$17.9M +3% 200
TCA
1382
Trifecta Capital Advisors
Illinois
$646M -$29.8M -4% 292
CCM
1383
Cohen Capital Management
California
$644M -$19.5M -3% 160
TCM
1384
Towercrest Capital Management
Pennsylvania
$642M +$7.51M +1% 105
CFM
1385
Capricorn Fund Managers
United Kingdom
$641M +$227M +55% 152
SCS
1386
Syquant Capital SAS
France
$640M -$177M -22% 57
AG
1387
Advocate Group
Minnesota
$639M +$21.2M +3% 128
BIA
1388
Bell Investment Advisors
California
$639M +$6.81M +1% 1,970
GWMIA
1389
Global Wealth Management Investment Advisory
Florida
$638M +$14.4M +2% 165
SFG
1390
SevenBridge Financial Group
Pennsylvania
$638M +$16.5M +3% 213
BPC
1391
Bearing Point Capital
Minnesota
$638M -$1.29M -0.2% 188
WAM
1392
Wilsey Asset Management
California
$638M -$6.32M -1% 30
FTC
1393
Farmers Trust Company
Ohio
$637M +$23.8M +4% 210
PFC
1394
Phocas Financial Corp
California
$637M -$132M -17% 170
CBT
1395
Central Bank & Trust
Kentucky
$636M -$10.3M -2% 185
PSP
1396
Pacific Sage Partners
Washington
$635M +$4.27M +0.7% 124
MSWMA
1397
Market Street Wealth Management Advisors
Indiana
$634M -$8.85M -1% 107
LCM
1398
Lynx1 Capital Management
Puerto Rico
$633M +$139M +28% 27
SWM
1399
SilverOak Wealth Management
Minnesota
$632M -$5.65M -0.9% 124
RFA
1400
Rollins Financial Advisors
New York
$632M -$49M -7% 162