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, 7,743 funds (~88%) 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
CF
1926
Convergence Financial
Missouri
$943M +$258M +38% 233
HTIM
1927
Harbour Trust & Investment Management
Indiana
$943M -$37.5M -4% 162
PP
1928
Pertento Partners
United Kingdom
$942M +$32.1M +4% 23
MPMG
1929
Minneapolis Portfolio Management Group
Minnesota
$942M +$63.6M +7% 34
SAM
1930
Synergy Asset Management
Washington
$942M -$19.9M -2% 310
LG
1931
Leuthold Group
Minnesota
$939M +$12.7M +1% 229
PGA
1932
Portland Global Advisors
Maine
$938M +$6.46M +0.7% 154
CM
1933
Columbus Macro
Pennsylvania
$936M +$22.8M +2% 211
BST
1934
Bath Savings Trust
Maine
$936M -$65.8M -7% 175
IF
1935
Intrua Financial
Texas
$936M +$24.6M +3% 483
LM
1936
Lincluden Management
Ontario, Canada
$936M -$238M -20% 73
PWAM
1937
Private Wealth Asset Management
Iowa
$935M +$16.1M +2% 1,161
SWM
1938
SeaCrest Wealth Management
New York
$935M -$53.2M -5% 681
LJAC
1939
L.J. Altfest & Co
New York
$935M +$21.3M +2% 388
PO
1940
PBCay One
United Arab Emirates
$935M +$368M +65% 19
SH
1941
Spear Holdings
United Arab Emirates
$935M +$368M +65% 18
NI
1942
NetEase Inc
China
$934M +$502M +116% 2
TW
1943
TritonPoint Wealth
Maryland
$934M -$52.3M -5% 288
FPI
1944
Financial Plan Inc
Washington
$933M +$61.9M +7% 104
TS
1945
Tamar Securities
California
$932M -$12.8M -1% 87
IFWM
1946
Institute for Wealth Management
Colorado
$931M -$12.1M -1% 571
MFT
1947
Moisand Fitzgerald Tamayo
Florida
$930M +$45M +5% 529
OBWG
1948
Onyx Bridge Wealth Group
New York
$930M -$10.1M -1% 391
OCG
1949
Opus Capital Group
Ohio
$930M +$6.66M +0.7% 147
WC
1950
Westerkirk Capital
$929M -$97.4M -9% 238