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
DA
1851
Doliver Advisors
Texas
$440M +$40.3M +10% 185
TWG
1852
The Wealth Group
Minnesota
$439M -$7.73M -2% 98
STCG
1853
Speece Thorson Capital Group
Minnesota
$439M -$23M -5% 47
WCM
1854
Whitener Capital Management
North Carolina
$438M -$1.04M -0.2% 179
WAS
1855
Winch Advisory Services
Wisconsin
$438M -$14.1M -3% 540
DA
1856
Detalus Advisors
Missouri
$438M +$27.6M +7% 190
CCT
1857
Capital City Trust
Florida
$437M -$12.3M -3% 118
BONH
1858
Bank of New Hampshire
New Hampshire
$437M -$7.47M -2% 569
3IP
1859
3Chopt Investment Partners
Virginia
$437M -$9.25M -2% 257
MAV
1860
Mason & Associates (Virginia)
Virginia
$437M -$3.12M -0.7% 45
NF
1861
Napier Financial
Massachusetts
$436M +$35.6M +9% 610
SCP
1862
Seafarer Capital Partners
California
$436M +$50.9M +13% 9
SWG
1863
Summit Wealth Group
Vermont
$436M +$7.52M +2% 127
MWC
1864
MBM Wealth Consultants
Missouri
$436M +$15.1M +4% 387
SA
1865
Stewardship Advisors
Pennsylvania
$435M +$2.61M +0.6% 175
IWM
1866
Integris Wealth Management
California
$435M -$4.32M -1% 128
TWP
1867
Tempus Wealth Planning
California
$435M -$1.48M -0.3% 296
JWM
1868
JPL Wealth Management
Colorado
$435M +$24.2M +6% 1,555
DCPAL
1869
Div Capital Phoenix Assets Ltd
$434M +$39.4M +10% 16
CWA
1870
Cornerstone Wealth Advisors
Minnesota
$434M +$4.3M +1% 51
WCM
1871
WealthBridge Capital Management
Ohio
$434M -$4.79M -1% 225
PEA
1872
Park Edge Advisors
Ohio
$434M -$7.84M -2% 163
FPB
1873
First PREMIER Bank
South Dakota
$433M -$2.99M -0.7% 379
GS
1874
Gagnon Securities
New York
$433M -$57.9M -12% 92
OPA
1875
Old Port Advisors
Maine
$433M +$27.2M +7% 249