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
BF
1801
Blankinship & Foster
California
$452M -$10.4M -2% 80
HFF
1802
Halter Ferguson Financial
Indiana
$452M -$1.22M -0.3% 40
WWM
1803
Waterway Wealth Management
Texas
$452M +$10.4M +2% 99
ESB
1804
Essex Savings Bank
Connecticut
$452M -$9.38M -2% 324
LFG
1805
Leverty Financial Group
Wisconsin
$452M +$33.9M +8% 52
SIM
1806
SW Investment Management
Colorado
$451M +$74.8M +20% 8
SMI
1807
Shelter Mutual Insurance
Missouri
$450M +$1.43M +0.3% 59
EGA
1808
E&G Advisors
Texas
$449M +$2.07M +0.5% 245
NL
1809
NVWM LLC
Pennsylvania
$449M -$10.4M -2% 804
CWAG
1810
Compton Wealth Advisory Group
Virginia
$449M -$8.53M -2% 85
OL
1811
one8zero8 LLC
North Carolina
$449M -$9.82M -2% 273
PBF
1812
Petix & Botte Financial
California
$449M +$8.04M +2% 144
WAS
1813
Wealth Advisory Solutions
Indiana
$449M +$19.8M +5% 158
CD
1814
Chapin Davis
Maryland
$449M +$21.9M +5% 273
FTA
1815
Financial & Tax Architects
Missouri
$448M +$3.36M +0.8% 123
PT
1816
Plimoth Trust
Massachusetts
$447M -$1.43M -0.3% 179
IA
1817
IAM Advisory
Pennsylvania
$446M -$3.7M -0.8% 114
PC
1818
Peavine Capital
Nevada
$446M -$27.1M -6% 9
SCA
1819
Stokes Capital Advisors
South Carolina
$446M +$8.15M +2% 107
GC
1820
Guidance Capital
Kentucky
$446M +$36.7M +9% 283
WC
1821
Weil Company
California
$445M +$10.6M +2% 121
FFO
1822
Fortitude Family Office
Arizona
$445M +$18.2M +4% 2,120
NAMP
1823
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$445M -$26.3M -6% 144
BI
1824
Bulldog Investors
New Jersey
$445M -$4M -0.9% 273
BMC
1825
Benin Management Corp
Connecticut
$445M -$3.21M -0.7% 151