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, 7,247 funds (~82%) 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
EI
2126
Ellevest Inc
New York
$719M -$4.07M -0.6% 467
SAM
2127
Summit Asset Management
Tennessee
$719M +$12.1M +2% 178
PWA
2128
Physician Wealth Advisors
Utah
$719M -$128K -0% 2,264
TFA
2129
Tobias Financial Advisors
Florida
$718M +$10.4M +1% 157
WRPWM
2130
Werba Rubin Papier Wealth Management
California
$718M +$349M +95% 300
SAM
2131
Sycomore Asset Management
France
$718M +$113M +19% 75
HIM
2132
Herald Investment Management
United Kingdom
$718M -$47.9M -6% 100
LOPW
2133
Live Oak Private Wealth
North Carolina
$717M -$16.9M -2% 210
NI
2134
Nuance Investments
Missouri
$717M -$190M -21% 53
AFG
2135
Arkansas Financial Group
Arkansas
$717M +$23.5M +3% 95
CFO
2136
Cambient Family Office
Michigan
$716M +$15.6M +2% 282
BFO
2137
Biltmore Family Office
North Carolina
$716M -$8.85M -1% 356
OCM
2138
Ovata Capital Management
Hong Kong
$715M -$108M -13% 64
SPG
2139
Strategic Planning Group
Utah
$715M -$61.5M -8% 92
LFA
2140
Legacy Financial Advisors
Kentucky
$715M -$7.81M -1% 431
NIM
2141
Nexus Investment Management
Ontario, Canada
$715M -$18.7M -3% 75
FHB
2142
First Hawaiian Bank
Hawaii
$715M -$36.5M -5% 91
CFGSD
2143
Compass Financial Group (South Dakota)
South Dakota
$715M +$14.5M +2% 108
ECM
2144
EagleClaw Capital Management
Massachusetts
$714M +$23M +3% 151
PCMH
2145
Polymer Capital Management (HK)
Hong Kong
$714M +$71M +11% 197
ACA
2146
Affinity Capital Advisors
California
$713M -$9.42M -1% 189
LS
2147
Leelyn Smith
Illinois
$713M +$21.5M +3% 162
ZDA
2148
Zweig-DiMenna Associates
New York
$713M -$697M -49% 120
DCM
2149
Defilade Capital Management
California
$712M -$25.6M -3% 42
AMPWP
2150
Alvarez & Marsal Private Wealth Partners
Florida
$712M +$192M +37% 192