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, 2,424 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
CCM
1901
Crew Capital Management
Ohio
$151M -$8.09M -5% 114
CCM
1902
Cox Capital Management
Massachusetts
$151M -$10.3M -6% 75
FWM
1903
FMA Wealth Management
Massachusetts
$150M -$3.94M -3% 45
HWM
1904
Horizons Wealth Management
North Carolina
$150M -$23.9K -0% 168
WF
1905
WinCap Financial
Massachusetts
$150M +$4.61M +3% 96
FFG
1906
Floyd Financial Group
Missouri
$150M +$2.2M +1% 71
PAYA
1907
Phil A. Younker & Associates
Alaska
$150M +$6.55M +5% 39
TDC
1908
Thompson Davis & Co
Virginia
$150M -$17.1M -10% 186
CI
1909
CPR Investments
Michigan
$150M +$896K +0.6% 70
PCMNC
1910
Piedmont Capital Management (North Carolina)
North Carolina
$150M -$2.25M -1% 124
VWA
1911
VERITY Wealth Advisors
United States
$150M -$11.3M -7% 84
AIA
1912
Accelerate Investment Advisors
California
$150M +$1.29M +0.9% 142
JESC
1913
J.E. Simmons & Co
Texas
$150M -$4.75M -3% 72
CBOR
1914
Community Bank of Raymore
Missouri
$149M +$2.3M +2% 75
GWA
1915
Gibson Wealth Advisors
Texas
$149M +$3.33M +2% 37
RFW
1916
Rainier Family Wealth
Washington
$149M +$16.4M +12% 104
MCM
1917
Mainstream Capital Management
California
$149M -$3.69M -2% 93
S
1918
Systrade
Liechtenstein
$149M -$14.9M -9% 15
CPA
1919
Cathy Pareto & Associates
Florida
$149M +$4.93M +3% 98
AF
1920
Atala Financial
California
$149M -$7.87M -5% 131
CWA
1921
CogentBlue Wealth Advisors
Tennessee
$149M +$2M +1% 87
KFSN
1922
Keystone Financial Services (Nebraska)
Nebraska
$149M +$1.84M +1% 58
MWM
1923
McAlvany Wealth Management
Colorado
$149M +$17.8M +14% 46
PWM
1924
Pinnacle Wealth Management
California
$148M -$18.4K -0% 42
BWMG
1925
Bannerman Wealth Management Group
Texas
$148M +$7.35M +5% 34