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
SIAP
1551
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$552M +$9.45M +2% 226
DCM
1552
Davidson Capital Management
Texas
$552M +$89.9M +19% 119
JSA
1553
Jacobson & Schmitt Advisors
Wisconsin
$551M -$42.6M -7% 80
FCA
1554
FLC Capital Advisors
California
$551M +$9.65M +2% 224
NHFG
1555
New Harbor Financial Group
Massachusetts
$551M +$5.18M +0.9% 60
RW
1556
Rockport Wealth
Ohio
$549M +$35.2M +7% 108
LWP
1557
LMG Wealth Partners
Louisiana
$549M +$12.8M +2% 159
KMC
1558
Kirr Marbach & Co
Indiana
$549M +$25.6M +5% 61
AI
1559
AdvisorShares Investments
Maryland
$549M -$50.6M -8% 340
AMG
1560
Advisors Management Group
Wisconsin
$549M -$999K -0.2% 169
SIM
1561
Studio Investment Management
Illinois
$547M $0 0% 181
AA
1562
Aire Advisors
California
$547M -$249K -0% 175
SW
1563
SkyOak Wealth
Michigan
$546M -$9.91M -2% 279
DAM
1564
Deltec Asset Management
New York
$545M -$58.1M -10% 284
SAM
1565
Sompo Asset Management
Japan
$545M -$38.5M -7% 186
WW
1566
Waterfront Wealth
Kansas
$545M +$18.3M +3% 295
FSA
1567
Financial Security Advisor
Virginia
$544M +$27.7M +5% 167
ISB
1568
Iowa State Bank
Iowa
$543M +$10.2M +2% 124
WCA
1569
Westover Capital Advisors
Delaware
$543M -$5.98M -1% 258
MAM
1570
Marotta Asset Management
Virginia
$543M +$2.94M +0.5% 106
MAM
1571
Milestone Asset Management
Pennsylvania
$543M +$12.4M +2% 260
BCB
1572
Brian C. Broderick
$542M +$13.3M +3% 95
GPWA
1573
Great Point Wealth Advisors
Massachusetts
$542M -$6.2M -1% 67
HGIM
1574
High Ground Investment Management
United Kingdom
$539M -$148M -22% 6
FF
1575
Francis Financial
$538M +$27.6M +5% 121