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, 7,659 funds (~87%) 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
HT
2001
Headlands Technologies
Illinois
$878M -$320M -27% 1,033
TNA
2002
True North Advisors
Texas
$877M +$104M +13% 288
MC
2003
Middleton & Co
Massachusetts
$877M -$65M -7% 168
SFA
2004
Souders Financial Advisors
Ohio
$876M +$3.19M +0.4% 227
LI
2005
LVZ Inc
Michigan
$876M -$18.2M -2% 180
SCA
2006
Stillwater Capital Advisors
Pennsylvania
$876M -$54.3M -6% 73
PL
2007
Parthenon LLC
Kentucky
$875M -$52M -6% 131
ACA
2008
Atlas Capital Advisors
Wyoming
$875M -$23.4M -3% 1,045
PAI
2009
Power Alpha Investment
British Virgin Islands
$874M -$98.6M -10% 5
ACS
2010
Archford Capital Strategies
Illinois
$873M +$15.4M +2% 378
JWBC
2011
J.W. Burns & Co
New York
$873M -$30.5M -3% 190
GCM
2012
Genus Capital Management
British Columbia, Canada
$873M +$14.1M +2% 237
PCA
2013
Private Capital Advisors
Connecticut
$872M -$107M -11% 84
BFA
2014
Boulay Financial Advisors
Minnesota
$871M +$20.8M +2% 6
WCM
2015
Wallace Capital Management
Texas
$871M +$40.4M +5% 78
RWA
2016
River Wealth Advisors
Pennsylvania
$871M -$21M -2% 214
PLFA
2017
Pacific Life Fund Advisors
California
$871M -$100M -10% 21
TFCP
2018
Twin Focus Capital Partners
Massachusetts
$870M +$2.48M +0.3% 199
BFC
2019
Bedel Financial Consulting
Indiana
$870M -$59.3M -6% 305
NG
2020
Novem Group
New York
$870M +$5.99M +0.7% 455
PJWM
2021
Philip James Wealth Mangement
Georgia
$870M +$6.5M +0.8% 175
CWM
2022
Cabot Wealth Management
Massachusetts
$869M -$35.1M -4% 145
HDIM
2023
Hanson & Doremus Investment Management
Vermont
$869M +$37.3M +4% 560
ICCFIA
2024
IDG China Capital Fund III Associates
China
$868M +$67.2M +8% 2
LRPA
2025
L. Roy Papp & Associates
Arizona
$867M -$37.1M -4% 191