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
SWM
1626
Steinberganna Wealth Management
New York
$208M -$5.27M -2% 143
ASBI
1627
American State Bank (Iowa)
Iowa
$208M +$221K +0.1% 139
WI
1628
Wealth Intelligence
Georgia
$208M +$6.44M +3% 66
HB
1629
Horizon Bancorp
Indiana
$208M +$2.44M +1% 213
BC
1630
BDFS Capital
Delaware
$208M +$9.66M +5% 148
RIM
1631
Reliant Investment Management
Tennessee
$207M -$39.2M -16% 60
CC
1632
CIBRA Capital
United Kingdom
$207M +$149M +256% 37
JWM
1633
Johnson Wealth Management
North Dakota
$207M +$6.18M +3% 51
CWM
1634
Chronos Wealth Management
Florida
$207M -$9.31M -4% 39
OC
1635
OxenFree Capital
Florida
$206M +$16M +8% 58
WAM
1636
Werlinich Asset Management
Connecticut
$206M +$3.22M +2% 61
JSA
1637
Jim Saulnier & Associates
Colorado
$205M +$12.6M +7% 150
MWA
1638
MN Wealth Advisors
Kansas
$205M +$7.57M +4% 134
KHC
1639
Koesten Hirschmann & Crabtree
Kansas
$205M +$1.96M +1% 42
AW
1640
Apricus Wealth
South Carolina
$205M +$9.42M +5% 129
FCMT
1641
Founders Capital Management (Texas)
Texas
$205M +$12.3M +6% 433
UWM
1642
Udine Wealth Management
Florida
$205M -$6.93M -3% 41
FWA
1643
FOCUS Wealth Advisors
Texas
$205M -$10.3M -5% 59
QAM
1644
QSM Asset Management
United Kingdom
$204M +$29.4M +17% 25
KFA
1645
Kapstone Financial Advisors
Ohio
$204M +$3M +1% 165
TFM
1646
Trademark Financial Management
Minnesota
$204M +$22.4M +12% 109
B
1647
Birchbrook
Maine
$204M +$3.39M +2% 313
PWMG
1648
Pinnacle Wealth Management Group
Michigan
$204M +$3.54M +2% 131
Q
1649
QVR
California
$204M +$60.5M +42% 106
AWM
1650
Avondale Wealth Management
Texas
$203M +$9.01M +5% 71