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
PFM
1476
Patton Fund Management
Texas
$589M -$157M -21% 518
CWA
1477
Canvas Wealth Advisors
Kansas
$588M -$920K -0.2% 259
MWA
1478
Martel Wealth Advisors
Washington
$587M +$1.89M +0.3% 77
BCM
1479
Blume Capital Management
California
$587M +$42.9M +8% 353
PFG
1480
Premier Financial Group
California
$587M +$204M +53% 62
BMWS
1481
Brady Martz Wealth Solutions
North Dakota
$587M +$18.9M +3% 201
PFG
1482
PAX Financial Group
Texas
$586M +$6.31M +1% 225
OWM
1483
Opes Wealth Management
California
$586M -$3.04M -0.5% 146
CM
1484
Capital Management
Virginia
$585M -$24.9M -4% 77
RIS
1485
Retirement Income Solutions
Michigan
$585M -$4.52M -0.8% 183
HA
1486
Huntleigh Advisors
Missouri
$585M -$7.32M -1% 311
EWM
1487
Edge Wealth Management
New York
$585M +$18.4M +3% 91
KI
1488
KTF Investments
California
$584M -$24.7M -4% 98
AIM
1489
Arcadia Investment Management
Michigan
$584M -$32.3M -5% 390
MPIA
1490
Mountain Pacific Investment Advisers
Idaho
$584M -$33.4M -5% 147
SIG
1491
Sky Investment Group
Connecticut
$583M -$22M -4% 148
DM
1492
Diversified Management
Wisconsin
$583M +$155M +36% 266
BWM
1493
Brickley Wealth Management
California
$583M -$10.2M -2% 60
PA
1494
Perennial Advisors
New York
$583M -$13.8M -2% 131
CWM
1495
CMH Wealth Management
New Hampshire
$583M +$116M +25% 120
GF
1496
Goodman Financial
Texas
$582M +$53.9M +10% 81
TEC
1497
Tensor Edge Capital
Massachusetts
$582M +$322M +124% 18
TCMX
1498
Technology Crossover Management XI
California
$582M -$159M -21% 2
KNW
1499
Kesler Norman & Wride
Utah
$581M -$2.63M -0.5% 251
GCM
1500
Gibraltar Capital Management
Oklahoma
$581M -$7.45M -1% 124