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
AC
2151
Asio Capital
Kentucky
$712M +$3.32M +0.5% 123
PCS
2152
Personal CFO Solutions
New Jersey
$712M +$82.1M +13% 571
SSP
2153
Sixth Street Partners
Texas
$711M -$263M -27% 7
GSWM
2154
Greenup Street Wealth Management
Michigan
$710M +$17.8M +3% 138
LSIA
2155
LaSalle St. Investment Advisors
Illinois
$710M +$89M +14% 425
AFA
2156
AA Financial Advisors
Ohio
$710M +$169M +31% 240
LF
2157
Lee Financial
Texas
$709M -$32.4M -4% 155
CWS
2158
Cypress Wealth Services
California
$708M -$14.3M -2% 419
NG
2159
Northstar Group
New York
$707M -$26.8M -4% 172
MCP
2160
Mirador Capital Partners
California
$706M -$23.5M -3% 219
JPMIA
2161
J.P. Marvel Investment Advisors
Massachusetts
$705M -$15M -2% 60
WHCM
2162
Wolf Hill Capital Management
Connecticut
$705M -$154M -18% 32
SI
2163
Sava Infond
Slovenia
$705M -$35.9M -5% 239
BCM
2164
Brown Capital Management
Maryland
$704M -$515M -42% 60
AFA
2165
Arlington Financial Advisors
California
$702M +$3.86M +0.6% 112
EA
2166
Enclave Advisors
Texas
$702M -$4.15M -0.6% 135
FA
2167
Faithward Advisors
Pennsylvania
$701M +$18.8M +3% 343
ACM
2168
Academy Capital Management
Texas
$699M -$53.1M -7% 44
IA
2169
IFC Advisors
California
$699M +$14.2M +2% 184
WIC
2170
Wilkins Investment Counsel
Massachusetts
$698M +$12.3M +2% 123
KLI
2171
Kelman-Lazarov Inc
Tennessee
$698M -$2.68M -0.4% 145
AIA
2172
Allied Investment Advisors
Montana
$697M +$50.6M +8% 105
AWC
2173
Abundance Wealth Counselors
Pennsylvania
$697M +$105M +18% 253
FCM
2174
Fourpath Capital Management
Oklahoma
$697M -$33.7M -5% 251
CA
2175
Cortland Associates
Missouri
$697M -$95.4M -12% 65