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
SGA
1901
Sector Gamma AS
Norway
$423M -$15.2M -3% 47
AFWM
1902
AMJ Financial Wealth Management
Virginia
$422M +$5.87M +1% 98
LSWM
1903
Lorne Steinberg Wealth Management
Canada
$422M -$12.7M -3% 76
WC
1904
Wealthspring Capital
New York
$421M -$2.24M -0.5% 241
SCV
1905
Sands Capital Ventures
Virginia
$421M -$97.3M -19% 21
BRM
1906
Boston Research & Management
Massachusetts
$421M -$12.7M -3% 122
BAM
1907
Brave Asset Management
New Jersey
$421M -$3.1M -0.7% 177
TFP
1908
Triune Financial Partners
Kansas
$421M -$7.31M -2% 49
HNB
1909
Hilltop National Bank
Wyoming
$421M +$6.91M +2% 840
CWM
1910
Cordatus Wealth Management
Pennsylvania
$420M -$12.3M -3% 197
MG
1911
MilWealth Group
Wisconsin
$420M +$29.5K +0% 84
HWMG
1912
Hurlow Wealth Management Group
Indiana
$420M +$11.6M +3% 124
MIC
1913
Meridian Investment Counsel
California
$420M +$4.89M +1% 249
PGWM
1914
Parisi Gray Wealth Management
New Jersey
$420M -$20.7M -5% 143
FPTW
1915
Franklin, Parlapiano, Turner & Welch
Texas
$420M +$17M +4% 56
HIP
1916
Harrell Investment Partners
Texas
$419M -$4.85M -1% 148
FPW
1917
Fairvoy Private Wealth
Alabama
$419M -$27.7M -6% 231
WPI
1918
Walter Public Investments
Canada
$418M -$147M -26% 55
FFA
1919
Florida Financial Advisors
Florida
$418M +$50.1M +14% 348
BFA
1920
Bill Few Associates
Pennsylvania
$417M +$10.6M +3% 217
BRA
1921
Bender Robert & Associates
California
$417M -$64.4M -13% 46
KPWG
1922
KFA Private Wealth Group
Virginia
$417M +$5.47M +1% 167
WC
1923
Westwind Capital
New Mexico
$416M -$73M -15% 80
SCP
1924
Stevens Capital Partners
Nebraska
$416M +$33.8M +9% 129
SSC
1925
Syverson Strege & Co
Iowa
$416M -$6.93M -2% 177