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
LRIA
1501
Leonard Rickey Investment Advisors
Washington
$578M +$24.8M +4% 126
GAM
1502
Gould Asset Management
California
$576M +$11.5M +2% 176
PG
1503
Patten Group
Tennessee
$575M +$34.6M +6% 323
SFG
1504
Sovereign Financial Group
Connecticut
$575M +$13.7M +2% 389
BCM
1505
Bourgeon Capital Management
Connecticut
$574M -$40M -7% 139
DW30
1506
Drucker Wealth 3.0
New Jersey
$573M +$3.93M +0.7% 277
IF
1507
Ironwood Financial
Arizona
$573M -$16.9M -3% 170
NA
1508
Nordwand Advisors
Pennsylvania
$572M -$585K -0.1% 157
MAM
1509
McLean Asset Management
Virginia
$572M +$13.3M +2% 174
BSG
1510
Black Swift Group
Colorado
$571M -$28.8M -5% 145
XI
1511
XXEC Inc
Oklahoma
$571M +$471M +470% 25
RIP
1512
RAM Investment Partners
Washington
$569M +$16.3M +3% 129
AWM
1513
Activest Wealth Management
Florida
$569M +$33.8M +6% 1,452
NWA
1514
New World Advisors
Massachusetts
$569M -$15.7M -3% 91
CWM
1515
Chemistry Wealth Management
New York
$569M +$34M +6% 213
CFSG
1516
Community Financial Services Group
Vermont
$568M +$23.6M +4% 460
PPW
1517
Presilium Private Wealth
Pennsylvania
$567M +$19.9M +4% 78
KJWM
1518
Kiley Juergens Wealth Management
Washington
$567M +$104M +22% 235
MWM
1519
MinichMacGregor Wealth Management
New York
$567M +$14.8M +3% 162
EL
1520
Essex LLC
Illinois
$566M +$2.07M +0.4% 186
GWI
1521
Grace & White Inc
New York
$566M +$5.37M +1% 138
FG
1522
Foresight Group
United Kingdom
$566M -$98.2M -15% 65
ANB
1523
Amarillo National Bank
Texas
$566M -$3.13M -0.5% 94
SFO
1524
Stenger Family Office
Illinois
$566M +$81.7M +17% 124
GPTE
1525
Generali Powszechne Towarzystwo Emerytalne
Poland
$566M -$19.1M -3% 33