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, 2,526 funds (~29%) 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
PBBUPS
1601
PKO BP Bankowy Universal Pension Society
Poland
$214M +$16M +8% 14
FF
1602
Finley Financial
Nevada
$214M -$4.73M -2% 112
SCA
1603
Southern Capital Advisors
Tennessee
$214M -$3.16M -1% 89
WCP
1604
Wealthcare Capital Partners
Pennsylvania
$213M +$40.8K +0% 157
MWA
1605
Motive Wealth Advisors
Michigan
$213M -$21.8M -9% 98
HWA
1606
HMV Wealth Advisors
Louisiana
$213M +$13M +6% 85
SCM
1607
Sage Capital Management
New Jersey
$213M -$3.57M -2% 172
VPWA
1608
Vestia Personal Wealth Advisors
Indiana
$213M +$16M +8% 103
FCFC
1609
First Citizens Financial Corp
Iowa
$212M +$9.39M +5% 136
AIA
1610
Arcadia Investment Advisors
Idaho
$212M -$3.14M -1% 83
KG
1611
Kieckhefer Group
Wisconsin
$212M +$1.52M +0.7% 61
KIG
1612
Kessler Investment Group
Indiana
$211M -$26.1M -11% 101
PFSC
1613
Peoples Financial Services Corp
Pennsylvania
$211M -$3.26M -2% 278
AIFS
1614
A&I Financial Services
Colorado
$211M +$556K +0.3% 85
NSB
1615
Norway Savings Bank
Maine
$211M -$5.29M -2% 108
BSAM
1616
Blue Square Asset Management
New York
$211M -$14.6M -7% 75
IWP
1617
Innova Wealth Partners
Pennsylvania
$210M +$12.1M +6% 172
FSA
1618
Financial Services Advisory
Maryland
$210M -$67.9M -24% 79
CA
1619
CWC Advisors
Oregon
$210M +$3.01M +1% 160
CIA
1620
Citadel Investment Advisory
Ohio
$210M -$21.9M -9% 79
LIA
1621
Lynx Investment Advisory
District of Columbia
$209M +$26M +14% 197
BFF
1622
Byrne Financial Freedom
Massachusetts
$209M -$8.96M -4% 111
AIC
1623
Allodium Investment Consultants
Minnesota
$209M +$11.5M +6% 53
SIAM
1624
Sterling Investment Advisors (Missouri)
Missouri
$208M +$1.8M +0.9% 40
EM
1625
ELCO Management
New York
$208M +$49.8M +31% 178