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, 2,477 funds (~28%) 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
WAM
1726
Walker Asset Management
Missouri
$185M -$1.17M -0.6% 150
CPW
1727
Catalyst Private Wealth
California
$185M -$44.3M -19% 77
CCA
1728
Cypress Capital Advisors
Tennessee
$184M -$1.89M -1% 79
DF
1729
Define Financial
California
$184M +$7.83M +4% 45
HIM
1730
Harbour Investment Management
Washington
$184M -$4.44M -2% 107
TCM
1731
Tassel Capital Management
North Carolina
$184M +$18.9M +11% 38
LAMC
1732
Longview Asset Management (California)
California
$184M +$2.66M +1% 175
SWMG
1733
Sard Wealth Management Group
Georgia
$184M +$1.71M +0.9% 62
AC
1734
Attessa Capital
Arizona
$184M +$905K +0.5% 36
KA
1735
Kure Advisory
Minnesota
$184M +$4.83M +3% 61
GWM
1736
Global Wealth Management
New Jersey
$183M -$2.4M -1% 48
FI
1737
Finivi Inc
Massachusetts
$183M +$10.2M +6% 115
KCM
1738
Kennicott Capital Management
California
$183M -$23.1M -11% 49
MF
1739
Meridian Financial
Massachusetts
$183M -$672K -0.4% 147
NCM
1740
Northland Capital Management
Minnesota
$183M +$4.34M +2% 32
SPI
1741
Sutton Place Investors
New York
$183M +$692K +0.4% 141
MWP
1742
Meriwether Wealth & Planning
Louisiana
$183M +$5.25M +3% 135
OWA
1743
Oak Wealth Advisors
Illinois
$182M +$7.83M +4% 60
TFP
1744
Tilia Fiduciary Partners
North Carolina
$182M +$829K +0.5% 121
LG
1745
LAM Group
Oregon
$182M +$7.22M +4% 135
HWM
1746
HFG Wealth Management
Texas
$182M +$329K +0.2% 53
SBCM
1747
Silverberg Bernstein Capital Management
New York
$182M +$8.37M +5% 68
SP
1748
Successful Portfolios
Florida
$181M -$14.8M -8% 200
WPEP
1749
Walnut Private Equity Partners
Nebraska
$181M +$9.42M +5% 14
WWM
1750
Wolff Wiese Magana
California
$181M -$1.39M -0.8% 1,030