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
CWM
2176
Cooke Wealth Management
California
$113M -$1.7M -1% 38
BI
2177
BluePrint Investing
California
$113M +$960K +0.9% 25
AHIA
2178
Andrew Hill Investment Advisors
Florida
$112M -$19.1M -15% 63
NCTC
2179
New Covenant Trust Company
Indiana
$112M +$1.19M +1% 101
WA
2180
Waystone Advisors
Washington
$112M -$4.68M -4% 119
RTM
2181
Red Tree Management
California
$112M +$2.8M +3% 3
LMFP
2182
Larry Mathis Financial Planning
Arizona
$112M -$1.81M -2% 177
LP
2183
LB Partners
Virginia
$112M +$3.19M +3% 39
BF
2184
Benchmark Financial
Delaware
$111M +$11.1M +11% 53
KSB
2185
Kennebec Savings Bank
Maine
$111M -$4.39M -4% 256
CA
2186
Corecam AG
$111M +$11.7M +12% 74
RF
2187
Roxbury Financial
New Jersey
$111M -$235K -0.2% 410
FFG
2188
Fortune Financial Group
Florida
$111M +$9.4M +9% 109
OWA
2189
OakTrust Wealth Advisors
Connecticut
$110M +$1.47M +1% 72
BAM
2190
Belleair Asset Management
Florida
$110M +$4.66M +4% 83
SHFG
2191
S Harris Financial Group
Texas
$110M +$5.22M +5% 114
TCRG
2192
Twin Cities Retirement Group
Minnesota
$109M +$5.74M +6% 24
MGI
2193
Miller Global Investments
Texas
$109M -$1.41M -1% 309
WP
2194
WealthSpring Partners
California
$109M +$11.4M +12% 73
PC
2195
Payne Capital
Oregon
$109M +$10.7M +11% 66
DHC
2196
Drum Hill Capital
Connecticut
$109M +$12.6M +13% 50
IWC
2197
Infinity Wealth Counsel
Ohio
$109M -$902K -0.8% 63
DA
2198
Dougherty & Associates
Florida
$109M -$3.03M -3% 56
MM
2199
Morangie Management
Florida
$109M -$16.8M -13% 33
GIPW
2200
Granite Islands Private Wealth
Connecticut
$109M -$41.2K -0% 81