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
HPC
1651
Hobart Private Capital
North Carolina
$509M -$3.71M -0.7% 146
MWA
1652
MFA Wealth Advisors
Pennsylvania
$508M +$35M +7% 94
OWP
1653
ORG Wealth Partners
Texas
$508M +$82.5M +19% 716
BC
1654
Bricktown Capital
Michigan
$508M -$86.1M -15% 32
BA
1655
BCM Advisors
Louisiana
$507M -$15M -3% 79
SOAMC
1656
Spirit of America Management Corp
New York
$507M +$35M +7% 312
MWP
1657
Moller Wealth Partners
$507M +$29M +6% 71
RSVP
1658
Ramsay Stattman Vela & Price
Colorado
$506M -$48.9M -9% 85
BRCM
1659
Bright Rock Capital Management
Massachusetts
$506M -$2.78M -0.5% 83
MIM
1660
Manitou Investment Management
Ontario, Canada
$506M -$65.1M -11% 57
KHLMTHM
1661
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$506M -$3.86M -0.8% 66
CBTWT
1662
Community Bank & Trust (Waco, Texas)
Texas
$505M +$17.4M +4% 164
III
1663
Independent Investors Inc
New York
$504M -$34.6M -6% 71
TCM
1664
Tradewinds Capital Management
Washington
$504M +$29.4M +6% 754
AFGAS
1665
Allegiance Financial Group Advisory Services
Virginia
$503M +$27M +6% 219
SPP
1666
Single Point Partners
Massachusetts
$503M -$3.21M -0.6% 90
ACM
1667
Altrius Capital Management
North Carolina
$503M +$30.7M +7% 89
MWP
1668
MYCIO Wealth Partners
Pennsylvania
$502M +$18.7M +4% 49
WMWM
1669
Whitaker-Myers Wealth Managers
Ohio
$502M +$22.3M +5% 125
HP
1670
Holistic Planning
Texas
$501M +$32.3M +7% 311
SWA
1671
Serenus Wealth Advisors
California
$501M -$15.2M -3% 77
AA
1672
Auxano Advisors
Washington
$501M -$5.14M -1% 207
DAC
1673
Dividend Assets Capital
South Carolina
$501M -$22M -4% 146
HSG
1674
Helen Stephens Group
Texas
$501M +$25.1M +5% 133
PWP
1675
Precedent Wealth Partners
Texas
$500M +$22.8M +5% 178