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
IA
1426
IMZ Advisory
Florida
$264M -$8.71M -3% 40
ZIG
1427
Zullo Investment Group
Pennsylvania
$264M -$9.86M -4% 166
WOCP
1428
White Oak Capital Partners
Singapore
$264M +$940K +0.4% 20
SWMG
1429
Signature Wealth Management Group
Georgia
$263M +$18.1M +7% 135
MFP
1430
Meridian Financial Partners
Virginia
$263M +$10.3M +4% 125
TWA
1431
Trellis Wealth Advisors
California
$263M +$7.07M +3% 52
1CM
1432
1492 Capital Management
Wisconsin
$263M +$1.52M +0.6% 145
NAG
1433
Northstar Advisory Group
New Jersey
$262M -$19.4M -7% 137
HCC
1434
Hatch Cove Capital
Illinois
$262M +$5.9M +2% 30
TW
1435
Traveka Wealth
California
$262M +$16.3M +7% 205
MWM
1436
Maltin Wealth Management
New Jersey
$262M +$10.3M +4% 150
GTAM
1437
Global Trust Asset Management
Florida
$262M +$8.24M +3% 504
PF
1438
Penney Financial
Texas
$261M +$1.5M +0.6% 53
WI
1439
WJ Interests
Texas
$260M +$28M +12% 20
MA
1440
MBA Advisors
Pennsylvania
$260M +$12.2M +5% 150
LIM
1441
Letson Investment Management
Georgia
$260M -$12.4M -5% 104
CWA
1442
Crux Wealth Advisors
California
$260M -$8.52M -3% 190
SC
1443
Sawyer & Company
Massachusetts
$260M -$22.9M -8% 218
FC
1444
Financial Council
Maryland
$259M +$8.72M +3% 107
CCAM
1445
Codex Capital Asset Management
Texas
$259M -$16.6M -6% 35
HCM
1446
HMS Capital Management
Tennessee
$259M +$16.8M +7% 121
PCM
1447
Ping Capital Management
New York
$259M +$7.48M +3% 82
BFP
1448
Beacon Financial Planning
Massachusetts
$258M +$50.8M +25% 76
SI
1449
Stash Investments
New York
$258M +$8.43M +3% 5
AWMT
1450
AAFMAA Wealth Management & Trust
North Carolina
$258M +$2.64M +1% 103