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
CFA
2026
CWS Financial Advisors
Michigan
$390M +$21.9M +6% 163
WCM
2027
Winthrop Capital Management
Indiana
$389M -$39.6M -9% 363
SA
2028
Sicart Associates
New York
$389M +$12.4M +3% 78
BWM
2029
Brown Wealth Management
Illinois
$389M +$9.21M +2% 117
PFPGI
2030
Patriot Financial Partners GP II
Pennsylvania
$388M +$67.6M +21% 13
RWM
2031
Ruedi Wealth Management
Illinois
$388M +$6.7M +2% 60
LHC
2032
Little House Capital
Massachusetts
$387M -$11.1M -3% 124
SSI
2033
Scott & Selber Inc
Texas
$387M -$11.4M -3% 95
HCM
2034
Hudson Capital Management
New Jersey
$387M -$11.6M -3% 81
WA
2035
WP Advisors
California
$387M -$15M -4% 121
WEG
2036
World Equity Group
Illinois
$386M +$27.8M +8% 396
GCA
2037
Gradient Capital Advisors
California
$386M -$2.25M -0.6% 180
BHWM
2038
Bay Harbor Wealth Management
Maryland
$386M +$2.94M +0.8% 1,353
GAG
2039
Goodman Advisory Group
Massachusetts
$385M -$20.9M -5% 212
PCP
2040
Polunin Capital Partners
United Kingdom
$385M -$264M -41% 25
PM
2041
Phraction Management
Connecticut
$385M +$13.1M +4% 73
CSB
2042
City State Bank
Iowa
$385M +$20.2M +6% 800
DFA
2043
Delta Financial Advisors
Louisiana
$384M -$753K -0.2% 155
DR
2044
Davis Rea
Ontario, Canada
$384M -$15.8M -4% 60
AWM
2045
Accel Wealth Management
Iowa
$383M +$17.7M +5% 302
QCM
2046
Quadratic Capital Management
Connecticut
$383M -$7.91M -2% 2
DSA
2047
Droms Strauss Advisors
Missouri
$383M +$2.44M +0.6% 81
LWM
2048
Luminvest Wealth Management
Arizona
$382M +$22M +6% 56
NFP
2049
Narus Financial Partners
Utah
$382M +$18.6M +5% 170
BFP
2050
Briaud Financial Planning
Texas
$381M -$24.5M -6% 43