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
GAA
2226
Global Assets Advisory
Florida
$342M -$7.52M -2% 569
WPA
2227
WIT Partners Advisory
Singapore
$342M +$53.2M +18% 18
GAM
2228
Grandview Asset Management
Pennsylvania
$342M -$22.9M -6% 147
SW
2229
SMART Wealth
Nebraska
$341M +$13.5M +4% 240
SFA
2230
Seneca Financial Advisors
New York
$341M +$12.6M +4% 65
IPW
2231
Intergy Private Wealth
Colorado
$341M +$9.49M +3% 126
KFSC
2232
Keystone Financial Services (Colorado)
Colorado
$341M +$9.47M +3% 138
CWG
2233
Crown Wealth Group
North Carolina
$340M -$17.4M -5% 163
CPIA
2234
Cornell Pochily Investment Advisors
New York
$340M -$4.56M -1% 189
MSG
2235
Main Street Group
Virginia
$340M +$50.5M +17% 865
WLPWM
2236
Walled Lake Planning & Wealth Management
Illinois
$340M +$24M +8% 147
SM
2237
Sweeney & Michel
California
$340M +$1.3M +0.4% 146
BAM
2238
Bell Asset Management
Australia
$340M -$34.3M -9% 70
NCM
2239
Neumann Capital Management
California
$340M -$6.58M -2% 104
JCIA
2240
Jackson Creek Investment Advisors
Colorado
$340M +$1.04M +0.3% 393
MAMA
2241
Myriad Asset Management Advisors
Florida
$339M +$14.8M +5% 63
PB
2242
Pinnacle Bancorp
Nebraska
$339M -$2.33M -0.7% 914
CAC
2243
Core Alternative Capital
Georgia
$339M -$23.8M -7% 216
CWM
2244
Concentrum Wealth Management
California
$339M -$19.5M -5% 117
PWM
2245
Penobscot Wealth Management
Maine
$338M +$14.9M +5% 112
HWP
2246
Hibernia Wealth Partners
Louisiana
$338M +$6.05M +2% 126
SFS
2247
Solitude Financial Services
Virginia
$338M +$34.8M +11% 42
CW
2248
Cabot-Wellington
Massachusetts
$338M +$26.2M +8% 5
GJWM
2249
Gilliland Jeter Wealth Management
Arkansas
$338M +$6.73M +2% 191
SWM
2250
Selective Wealth Management
Virginia
$338M +$17.2M +5% 128