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
MWM
2151
Manske Wealth Management
Texas
$357M +$18.6M +5% 223
SIC
2152
Sterling Investment Counsel
New York
$357M +$7.84M +2% 210
PWMG
2153
Pioneer Wealth Management Group
Texas
$357M +$27.2M +8% 55
BWM
2154
BigSur Wealth Management
Florida
$356M -$55.8M -14% 172
HNWA
2155
Henrickson Nauta Wealth Advisors
Michigan
$356M -$321M -47% 128
SFP
2156
Sandbox Financial Partners
Maryland
$356M -$5.76M -2% 129
SWM
2157
Seaside Wealth Management
California
$356M +$5.05M +1% 66
CYG
2158
Clean Yield Group
Vermont
$355M -$5.01M -1% 420
EL
2159
EQ LLC
Washington
$355M +$8.17M +2% 79
HC
2160
Headland Capital
South Carolina
$355M -$4.34M -1% 71
SACTSONJ
2161
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$355M -$32M -8% 372
LW
2162
Libra Wealth
California
$355M -$2.6M -0.7% 69
WCM
2163
Windsor Capital Management
Arizona
$355M -$7.45M -2% 127
SWA
2164
ShankerValleau Wealth Advisors
Illinois
$355M -$14.2M -4% 41
TA
2165
Tactive Advisors
Florida
$355M +$13.3M +4% 293
CMP
2166
Courage Miller Partners
Virginia
$354M +$22.2M +7% 93
AWP
2167
Accretive Wealth Partners
New Jersey
$354M +$17M +5% 177
SCA
2168
Strathmore Capital Advisors
North Carolina
$354M +$48.8M +16% 142
FAP
2169
Financial Advisory Partners
Florida
$354M -$954K -0.3% 67
PFA
2170
Pathway Financial Advisers
Indiana
$354M +$8.6M +2% 175
BWCS
2171
Beirne Wealth Consulting Services
Connecticut
$354M +$8.3M +2% 111
GFG
2172
Greystone Financial Group
Michigan
$353M -$287M -45% 100
OBGC
2173
O'Brien Greene & Co
Pennsylvania
$353M +$16.5M +5% 147
BFS
2174
BridgePort Financial Solutions
Iowa
$353M -$19.4M -5% 253
SC
2175
Stolper & Co
Oklahoma
$352M +$13M +4% 92