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
CAG
1451
Carroll Advisory Group
Texas
$258M +$26.4M +11% 75
HC
1452
Hillman Company
Pennsylvania
$257M -$31.3M -11% 17
EBWM
1453
Eagle Bluffs Wealth Management
Missouri
$257M +$9.96M +4% 82
TWM
1454
Trueblood Wealth Management
Ohio
$256M -$538K -0.2% 265
PCM
1455
Peirce Capital Management
Texas
$256M +$4.43M +2% 46
HP
1456
Highlander Partners
Texas
$256M -$23.2M -8% 68
CA
1457
Cumberland Advisors
Florida
$255M -$8.29M -3% 50
WFC
1458
Western Financial Corp
California
$255M +$3.33M +1% 152
APIM
1459
Agate Pass Investment Management
Washington
$255M -$13.7M -5% 109
KIG
1460
Kennedy Investment Group
New Jersey
$255M -$9.74M -4% 147
CWA
1461
Choice Wealth Advisors
Maine
$255M +$1.85M +0.7% 38
TF
1462
Tenon Financial
New Jersey
$255M +$17.3M +7% 55
FFC
1463
First Financial Corp
Indiana
$255M -$10.4M -4% 309
WQ
1464
Wealth Quarterback
New Jersey
$254M -$23.7M -9% 167
SWM
1465
Selby Wealth Management
California
$254M +$5.85M +2% 84
SIP
1466
Sellwood Investment Partners
Oregon
$254M -$2.27M -0.9% 60
ECML
1467
Eagle Capital Management (Louisiana)
Louisiana
$254M -$21.3M -8% 53
TPW
1468
TL Private Wealth
Texas
$253M -$6.43M -2% 46
SPA
1469
Shore Point Advisors
New Jersey
$253M +$16.9M +7% 79
PWA
1470
Phoenix Wealth Advisors
North Carolina
$253M -$6.81M -3% 131
5W
1471
5T Wealth
California
$253M +$2.72M +1% 138
BPCM
1472
Beach Point Capital Management
California
$253M -$45.4K -0% 17
DIM
1473
DLK Investment Management
California
$253M -$15.8M -6% 103
SRWM
1474
Shira Ridge Wealth Management
California
$253M +$3.78M +2% 85
FP
1475
FFG Partners
Florida
$253M -$92.3M -27% 49