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
MLIC
1826
Mandatum Life Insurance Company
Finland
$445M +$6.8M +2% 91
AIM
1827
AMI Investment Management
Indiana
$445M -$340K -0.1% 78
AFA
1828
Abacus FCF Advisors
Florida
$444M -$321M -42% 77
CFO
1829
Collective Family Office
Pennsylvania
$444M +$8.39M +2% 163
WCP
1830
Welch Capital Partners
New York
$444M -$54.7M -11% 27
ACA
1831
Aspire Capital Advisors
Washington
$444M +$18.4M +4% 134
AAM
1832
Augustine Asset Management
Florida
$444M -$56.7M -11% 121
FA
1833
Fermata Advisors
California
$444M +$27.5M +7% 243
LFS
1834
Lighthouse Financial Services
California
$443M +$8.51M +2% 103
PWM
1835
Prentice Wealth Management
New York
$443M +$5.52M +1% 117
CMP
1836
Coston McIsaac & Partners
Maine
$443M +$12.3M +3% 1,007
APC
1837
Aspire Private Capital
North Carolina
$443M -$6.51M -1% 186
GWM
1838
GSB Wealth Management
Connecticut
$443M +$748K +0.2% 246
CWM
1839
Centurion Wealth Management
Virginia
$443M -$12.2M -3% 323
BFA
1840
Beacon Financial Advisory
Ohio
$443M +$11.3M +3% 423
NLP
1841
Next Level Private
New York
$443M +$61.2M +16% 184
OWA
1842
Opal Wealth Advisors
New York
$442M +$58.9M +15% 609
HBT
1843
Heartland Bank & Trust
Illinois
$442M +$206M +87% 209
CMAI
1844
Capital Management Associates Inc
Minnesota
$442M -$9.97M -2% 166
PLU
1845
Performa Ltd (US)
South Carolina
$442M +$47.9M +12% 55
EL
1846
EWA LLC
Pennsylvania
$441M +$31.3M +8% 317
TSWM
1847
Triangle Securities Wealth Management
North Carolina
$441M -$33.7M -7% 213
AWM
1848
Austin Wealth Management
Texas
$440M -$236M -35% 169
AWM
1849
Abound Wealth Management
Tennessee
$440M +$13.2M +3% 1,621
FGWP
1850
Founders Grove Wealth Partners
Virginia
$440M -$4.67M -1% 169