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
KBG
1526
Kahn Brothers Group
New York
$564M -$638K -0.1% 55
AAS
1527
Asset Allocation Strategies
Michigan
$563M +$22.6M +4% 181
AMCA
1528
Arthur M. Cohen & Associates
Illinois
$563M -$49.9M -8% 133
GWAG
1529
Garrett Wealth Advisory Group
Texas
$562M +$33.2M +6% 142
AC
1530
Addison Capital
Pennsylvania
$562M +$162M +40% 185
FGAM
1531
Financial Gravity Asset Management
Texas
$562M +$42.5M +8% 1,032
KFI
1532
Key Financial Inc
Pennsylvania
$562M +$13.9M +3% 1,484
NPPM
1533
North Point Portfolio Managers
Ohio
$561M -$29.2M -5% 79
TCM
1534
Twele Capital Management
Minnesota
$561M +$1.29M +0.2% 39
MP
1535
Moment Partners
California
$561M +$74.5M +15% 119
OPWM
1536
Oakwell Private Wealth Management
Texas
$560M +$24.5M +5% 81
CFP
1537
Curran Financial Partners
South Carolina
$559M +$32.1M +6% 139
SHIM
1538
Stone House Investment Management
Pennsylvania
$558M -$86.1M -13% 1,181
AFFA
1539
ALM First Financial Advisors
Texas
$557M +$52.5M +10% 25
MSA
1540
Marino Stram & Associates
Massachusetts
$557M +$3.17M +0.6% 193
NI
1541
Naria Inc
Bahamas
$556M +$174M +45% 1
TAWM
1542
Three Arch Wealth Management
California
$556M +$22.4M +4% 62
TF
1543
TLWM Financial
Texas
$555M +$8.85M +2% 72
HWM
1544
Heirloom Wealth Management
Colorado
$555M +$122M +28% 91
AWA
1545
ARQ Wealth Advisors
Arizona
$555M +$184M +50% 198
MAP
1546
Moody Aldrich Partners
Massachusetts
$555M +$18.7M +3% 214
CCA
1547
Childress Capital Advisors
Texas
$554M -$68.4M -11% 450
LFS
1548
Legacy Financial Strategies
Kansas
$554M -$10.6M -2% 143
CSIA
1549
Conrad Siegel Investment Advisors
Pennsylvania
$554M +$26.8M +5% 63
TPA
1550
Trivium Point Advisory
Connecticut
$553M -$440M -44% 356