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
AR
1876
Apeiron RIA
Texas
$431M -$61.4M -12% 222
MAM
1877
Mystic Asset Management
Rhode Island
$431M -$10.4M -2% 224
RCWVOTCITCONY
1878
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$431M +$190M +79% 2
SCA
1879
Sage Capital Advisors
South Dakota
$431M +$10.4M +2% 137
BCP
1880
Berkeley Capital Partners
Georgia
$431M +$6.6M +2% 205
UCI
1881
Uncommon Cents Investing
Wisconsin
$431M +$17.9M +4% 210
WPIC
1882
White Pine Investment Company
Michigan
$430M +$6M +1% 70
GIM
1883
Generali Investments Management
Slovenia
$430M -$72M -14% 171
GOCP
1884
Great Oak Capital Partners
Massachusetts
$430M +$31.1M +8% 49
AA
1885
Ashford Advisors
New York
$429M -$27.5M -6% 23
HNWAG
1886
High Net Worth Advisory Group
Florida
$429M -$5.11M -1% 253
WH
1887
Whitcomb & Hess
Ohio
$429M +$4.71M +1% 66
PIA
1888
Pinion Investment Advisors
Kansas
$428M +$18.3M +4% 193
GF
1889
Genworth Financial
Virginia
$428M -$18.1M -4% 2
OHWP
1890
Oak Harbor Wealth Partners
North Carolina
$427M +$10.6M +3% 296
PWM
1891
Paulson Wealth Management
Illinois
$427M -$6.22M -1% 143
JDLA
1892
J. Derek Lewis & Associates
California
$427M -$414K -0.1% 209
PGF
1893
Plan Group Financial
Oklahoma
$426M +$40.8M +11% 243
IIM
1894
Ipswich Investment Management
Massachusetts
$426M -$5.96M -1% 196
EA
1895
Evergreen Advisors
Tennessee
$426M +$15.8M +4% 168
TCWM
1896
Total Clarity Wealth Management
Illinois
$426M +$12.1M +3% 342
FMTC
1897
Farmers & Merchants Trust Company
California
$426M -$12.2M -3% 197
APWA
1898
Atlas Private Wealth Advisors
New Jersey
$425M -$3.21M -0.8% 142
MPPLM
1899
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$425M +$2.38M +0.6% 146
DF
1900
Dunhill Financial
United Kingdom
$424M +$15.5M +4% 2,116