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
AZ
2026
Aquamarine Zurich
Switzerland
$135M -$12.2M -8% 7
SPWM
2027
Spartan Planning & Wealth Management
North Carolina
$135M -$324K -0.2% 98
GCIG
2028
Grand Central Investment Group
Florida
$135M -$2.6M -2% 46
TNAM
2029
Terra Nova Asset Management
New York
$135M -$16.7M -11% 94
MMCM
2030
Murphy & Mullick Capital Management
New York
$135M -$3.54M -3% 862
SIA
2031
Sage Investment Advisers
New York
$135M +$1.64M +1% 93
MFG
2032
Mendota Financial Group
Wisconsin
$135M -$2.43M -2% 101
CA
2033
Cannon Advisors
North Carolina
$135M -$6.91M -5% 90
HC
2034
Hoese & Co
Minnesota
$135M -$5.55M -4% 137
JAA
2035
Joel Adams & Associates
North Carolina
$135M +$1.63M +1% 66
AFW
2036
Avantra Family Wealth
Pennsylvania
$134M -$3.51M -3% 185
HCA
2037
Harpswell Capital Advisors
Maine
$134M +$8.15M +6% 38
WH
2038
Willner & Heller
California
$134M -$4.97M -4% 175
RA
2039
RoundAngle Advisors
New Jersey
$134M -$3.54M -3% 61
BWM
2040
BAM Wealth Management
Colorado
$134M -$4.55M -3% 186
RLWM
2041
RF&L Wealth Management
Massachusetts
$134M -$44.9M -25% 62
PA
2042
PW Advisors
Florida
$133M +$8.92M +7% 40
WN
2043
Williams & Novak
California
$133M +$552K +0.4% 163
TF
2044
Tenzing Financial
Virginia
$133M +$10M +8% 74
G
2045
Gainplan
Michigan
$133M -$133M -50% 76
LFS
2046
Littlejohn Financial Services
Oregon
$133M -$2.61M -2% 68
FAI
2047
Fiduciary Advisors Inc
Missouri
$133M +$1.63M +1% 125
HWMG
2048
Harbour Wealth Management Group
South Carolina
$133M +$4.95M +4% 104
WT
2049
WHI Trust
Illinois
$133M +$2.98M +2% 95
MWM
2050
Madrid Wealth Management
New Mexico
$133M +$9.31M +8% 75