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, 2,443 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
AAS
1826
AdviceOne Advisory Services
Connecticut
$165M -$3.96M -2% 41
OAS
1827
Optivise Advisory Services
Tennessee
$165M -$8.3M -5% 219
SMAM
1828
Sugar Maple Asset Management
Wisconsin
$165M +$16M +11% 98
AH
1829
Addis & Hill
Pennsylvania
$164M -$618K -0.4% 27
GPI
1830
General Partner Inc
Pennsylvania
$164M -$12.2M -7% 169
PVAMC
1831
PPS&V Asset Management Consultants
Michigan
$164M -$8.48M -5% 42
PFS
1832
Prospect Financial Services
New York
$164M -$10.3M -6% 109
GP
1833
Gridiron Partners
Pennsylvania
$164M -$11.9M -7% 60
LFA
1834
Longview Financial Advisors
Alabama
$164M +$16.5M +11% 163
BF
1835
Baring Financial
Washington
$163M -$789K -0.5% 75
IPWA
1836
International Private Wealth Advisors
California
$163M +$4.67M +3% 163
CCG
1837
Catalina Capital Group
California
$163M +$87.9K +0.1% 186
KCM
1838
KRS Capital Management
Michigan
$163M -$10.8M -6% 122
PBO
1839
Peoples Bank (Ohio)
Ohio
$163M +$1.72M +1% 108
KCA
1840
Kastel Capital Advisors
Massachusetts
$163M $0 0% 55
SIM
1841
SummerHaven Investment Management
Connecticut
$163M -$13.3M -8% 194
IW
1842
Instrumental Wealth
Florida
$163M -$4.09M -2% 75
TIAM2
1843
Tru Independence Asset Management 2
Oregon
$163M +$2.8M +2% 87
BFG
1844
Buttonwood Financial Group
Missouri
$163M -$25.6M -14% 37
CWMGO
1845
Capstone Wealth Management Group (Oregon)
Oregon
$163M -$2.59M -2% 135
IIM
1846
Invariant Investment Management
Pennsylvania
$162M +$6.2M +4% 75
SVWA
1847
Sarver Vrooman Wealth Advisors
Missouri
$162M +$5.04M +3% 140
PCP
1848
Panoramic Capital Partners
Oregon
$162M -$734K -0.5% 65
MAG
1849
M3 Advisory Group
Massachusetts
$162M -$1.78M -1% 155
BCA
1850
Bay Capital Advisors
Virginia
$162M -$1.66M -1% 116