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
CFS
1401
Commonwealth Financial Services
West Virginia
$632M +$25.4M +4% 291
SWP
1402
Summit Wealth Partners
Florida
$632M +$90.4M +17% 273
WAAG
1403
Wealth Alliance Advisory Group
Kansas
$632M +$47.6M +8% 210
PA
1404
Probity Advisors
Texas
$631M +$6.81M +1% 239
SAM
1405
Secure Asset Management
Michigan
$631M -$3.79M -0.6% 375
SMH
1406
Sanders Morris Harris
Texas
$631M +$566M +875% 305
SCM
1407
Schnieders Capital Management
California
$629M -$12.5M -2% 228
CIEC
1408
Crédit Industriel et Commercial
France
$628M -$57.5M -8% 330
CM
1409
Cornerstone Management
Georgia
$628M +$14.4M +2% 69
MWP
1410
Madison Wealth Partners
Wisconsin
$627M +$78.9M +14% 231
XPN
1411
XY Planning Network
Montana
$626M +$52.2M +9% 280
CT
1412
Chicago Trust
Illinois
$626M -$14.1M -2% 411
DCA
1413
DSG Capital Advisors
Minnesota
$625M -$31.2M -5% 127
LWM
1414
LJI Wealth Management
Indiana
$625M -$29.6M -5% 202
WCAMG
1415
Woodard & Company Asset Management Group
North Carolina
$625M -$7.23M -1% 179
MFGM
1416
Marshall Financial Group (Maryland)
Maryland
$625M +$109M +21% 313
AGWCA
1417
Annis Gardner Whiting Capital Advisors
Florida
$625M +$96.9M +18% 1,398
SIC
1418
SFE Investment Counsel
California
$624M -$17.1M -3% 149
KCG
1419
Kinsale Capital Group
Virginia
$624M +$21.6M +4% 41
TCOTS
1420
Trust Company of the South
North Carolina
$622M +$74.9K +0% 148
FBT
1421
First Bank & Trust
South Dakota
$621M +$6.92M +1% 283
RIS
1422
Richmond Investment Services
Wisconsin
$619M +$40.2M +7% 273
BWP
1423
Burling Wealth Partners
Illinois
$618M -$25.3M -4% 190
MC
1424
McMorgan & Co
California
$618M +$14.7M +2% 48
RA
1425
Riversedge Advisors
Delaware
$618M +$2.7M +0.4% 251