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, 7,132 funds (~81%) 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
TWM
2201
Thrive Wealth Management
Pennsylvania
$671M -$9.63M -1% 260
SP
2202
Summit Partners
Massachusetts
$670M -$381M -36% 8
AO
2203
Allen Operations
New York
$670M -$129M -16% 35
LIA
2204
LS Investment Advisors
Michigan
$668M -$45.4M -6% 138
CA
2205
Crane Advisory
California
$668M +$6.64M +1% 54
OLA
2206
Oliver Luxxe Assets
New Jersey
$668M +$10.9M +2% 220
IACCIA
2207
IDG-Accel China Capital II Associates
California
$667M +$113M +20% 1
TAP
2208
TSG Advice Partners
Ohio
$667M +$12.3M +2% 139
CWP
2209
CFM Wealth Partners
Texas
$667M -$25.6M -4% 147
PFA
2210
Perryman Financial Advisory
Texas
$667M -$14.5M -2% 179
MAM
2211
Marquette Asset Management
Minnesota
$667M -$10.5M -2% 927
WSCM
2212
Wellington Shields Capital Management
New York
$666M -$19.6M -3% 343
CMF
2213
Counterpoint Mutual Funds
California
$666M -$684M -51% 530
NWM
2214
Northwest Wealth Management
Iowa
$665M +$29.8M +5% 274
MIA
2215
MainStreet Investment Advisors
Illinois
$665M -$31.1M -4% 170
SAM
2216
Sawgrass Asset Management
Florida
$664M -$136M -17% 210
SHFA
2217
SC&H Financial Advisors
Maryland
$663M +$16.9M +3% 161
GHAM
2218
Gilman Hill Asset Management
Connecticut
$663M +$27.9M +4% 240
FAM
2219
Fulcrum Asset Management
United Kingdom
$662M +$302M +84% 233
TPM
2220
Triasima Portfolio Management
Quebec, Canada
$661M -$6.22M -0.9% 167
DC
2221
Decheng Capital
California
$661M -$82.1M -11% 19
AWA
2222
Artemis Wealth Advisors
New York
$661M +$60.2M +10% 46
OL
2223
Optas LLC
Texas
$661M +$21.5M +3% 547
GC
2224
Globeflex Capital
California
$661M +$7.54M +1% 466
HIG
2225
Heritage Investment Group
Florida
$661M +$3.81M +0.6% 128