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
PCTC
1626
Perkins Coie Trust Company
Washington
$520M -$16.9M -3% 257
SFG
1627
Sunburst Financial Group
Alabama
$520M +$25.4M +5% 136
FIC
1628
Family Investment Center
Missouri
$520M +$24.4M +5% 107
GSAM
1629
Grant Street Asset Management
Pennsylvania
$519M +$22.5M +5% 99
PTP
1630
Platform Technology Partners
New York
$518M +$48.9M +10% 355
WS
1631
Wendel SE
$518M +$48.5M +10% 1
GFWA
1632
Grey Fox Wealth Advisors
Delaware
$518M +$29.5M +6% 143
RCI
1633
RS Crum Inc
California
$517M +$16.5M +3% 104
WP
1634
WealthPLAN Partners
Nebraska
$517M -$153M -23% 283
WPA
1635
West Paces Advisors
Georgia
$516M -$821K -0.2% 213
CA
1636
Cambridge Advisors
Nebraska
$515M -$10M -2% 182
MAC
1637
Mason & Associates (California)
California
$515M -$16.3M -3% 169
WAM
1638
Winslow Asset Management
Ohio
$515M -$27.5M -5% 82
SL
1639
Systelligence LLC
Minnesota
$514M -$10.9M -2% 69
TI
1640
TrueMark Investments
Illinois
$514M -$9.77M -2% 288
SEP
1641
Southland Equity Partners
Missouri
$513M +$6.38M +1% 282
MWM
1642
Mattern Wealth Management
Kansas
$513M -$6.61M -1% 166
KA
1643
Kozak & Associates
Colorado
$513M -$4.7M -0.9% 465
GA
1644
GoalVest Advisory
New York
$512M -$10.1M -2% 557
CMA
1645
Cedar Mountain Advisors
Oregon
$511M -$7.02M -1% 1,217
AFG
1646
ABLE Financial Group
Arizona
$511M +$18.8M +4% 231
BWP
1647
Bernardo Wealth Planning
Pennsylvania
$511M -$13.9M -3% 136
HIM
1648
HughesLittle Investment Management
$511M -$92.9M -15% 14
JF
1649
JSF Financial
California
$510M +$27.6M +6% 139
B
1650
BetterWealth
California
$510M +$71.2M +16% 86