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
AI
1951
Axecap Investments
Ohio
$145M -$16.8M -10% 91
KFO
1952
Kopp Family Office
Minnesota
$145M -$11.3M -7% 22
AIP
1953
Alexis Investment Partners
Texas
$145M -$123M -46% 99
BCM
1954
BluePath Capital Management
Georgia
$145M -$3.24M -2% 119
AWMG
1955
ADG Wealth Management Group
Louisiana
$145M +$12.7M +10% 53
CFP
1956
Comprehensive Financial Planning
Pennsylvania
$144M -$6.82M -5% 451
EB
1957
Exchange Bank
California
$144M -$295K -0.2% 126
NJIM
1958
Nabity-Jensen Investment Management
Nebraska
$144M -$3.48M -2% 74
IFS
1959
Integrated Financial Solutions
Virginia
$144M -$22.6M -14% 35
GFA
1960
Gladwyn Financial Advisors
Virginia
$144M +$1.41M +1% 87
AWM
1961
Aureum Wealth Management
Florida
$144M +$35.9M +33% 63
CWMA
1962
Capstone Wealth Management (Alabama)
Alabama
$143M +$6.38M +5% 52
AAM
1963
Ackerman Asset Management
Maryland
$143M -$7.03M -5% 39
SA
1964
Stolz & Associates
Washington
$143M +$13.7M +11% 34
HWM
1965
Hemming & Wealth Management
Michigan
$143M -$2.88M -2% 16
OFO
1966
OneAscent Family Office
Alabama
$143M -$4.36M -3% 208
SRS
1967
Strong Retirement Solutions
Washington
$143M -$5.67M -4% 93
CA
1968
Chatterton & Associates
California
$143M +$25.9M +22% 102
AWA
1969
Arbor Wealth Advisors
Michigan
$143M +$2.22M +2% 58
PSB
1970
Piscataqua Savings Bank
New Hampshire
$142M -$168K -0.1% 421
AFA
1971
Avant Financial Advisors
Texas
$142M +$3.11M +2% 67
KCAM
1972
Kagan Cocozza Asset Management
New Jersey
$142M +$1.52M +1% 70
NWS
1973
Nvest Wealth Strategies
Ohio
$142M +$6.82M +5% 412
SR
1974
Summer Road
Florida
$142M +$4.32M +3% 25
SF
1975
Seek First
California
$142M -$3.2M -2% 62