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
SLWA
1451
San Luis Wealth Advisors
California
$604M +$7.26M +1% 185
JHCP
1452
Jackson Hole Capital Partners
Oklahoma
$604M +$19.8M +3% 318
ERWM
1453
Elk River Wealth Management
Colorado
$602M -$19.9M -3% 107
MTC
1454
Matrix Trust Company
Colorado
$602M -$3.8M -0.6% 264
CTA
1455
Clear Trail Advisors
Texas
$601M +$170M +39% 151
CNBTD
1456
Citizens National Bank Trust Department
Mississippi
$601M +$20.9M +4% 390
MGIA
1457
Matthew Goff Investment Advisor
Texas
$600M +$35.6M +6% 121
BHPW
1458
Beverly Hills Private Wealth
California
$600M +$15.9M +3% 363
FSG
1459
Financial Strategies Group
Michigan
$598M +$45.3M +8% 102
OFS
1460
Orrstown Financial Services
Pennsylvania
$597M -$2.33M -0.4% 121
BWP
1461
Balboa Wealth Partners
Arizona
$596M -$8.46M -1% 497
LOWM
1462
Laurel Oak Wealth Management
New Jersey
$595M +$2.12M +0.4% 392
PCWA
1463
Pacific Capital Wealth Advisors
California
$595M +$11.9M +2% 91
PJSIMP
1464
P.J. Schmidt Investment Management (PJS)
Wisconsin
$595M -$20.2M -3% 220
PIWA
1465
Prevail Innovative Wealth Advisors
Kansas
$594M +$36M +6% 240
EMAM
1466
Encompass More Asset Management
California
$593M +$52.9M +10% 307
AIP
1467
Almanack Investment Partners
Pennsylvania
$592M +$3.89M +0.7% 187
CAMV
1468
Concord Asset Management (Virginia)
Virginia
$592M +$14.5M +3% 123
MPW
1469
MA Private Wealth
California
$591M -$8.08M -1% 89
MW
1470
Maia Wealth
Colorado
$591M +$5.19M +0.9% 366
SIA
1471
SeaBridge Investment Advisors
New Jersey
$591M -$14.7M -2% 211
BBL
1472
Beck Bode LLC
Massachusetts
$591M -$10.5M -2% 128
RDFA
1473
Ritter Daniher Financial Advisory
Ohio
$589M -$6.77M -1% 623
EGWAG
1474
Elwood & Goetz Wealth Advisory Group
Georgia
$589M +$20.4M +4% 147
WFA
1475
West Financial Advisors
Iowa
$589M -$3.55M -0.6% 247