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
PRAG
2251
Portfolio Resources Advisor Group
Florida
$101M +$579K +0.6% 161
VWA
2252
Vistica Wealth Advisors
California
$100M -$95.4K -0.1% 50
WCM
2253
Weber Capital Management
California
$100M -$5.8M -5% 14
RBDF
2254
Robert B. Daugherty Foundation
Nebraska
$100M -$598K -0.6% 1
HCM
2255
Hicks Capital Management
Ohio
$100M +$699K +0.7% 38
AVI
2256
Asset Value Investors
United Kingdom
$99.6M -$17.5M -15% 3
MBC
2257
Michael Brady & Co
Ohio
$99.5M -$661K -0.7% 55
RIG
2258
Ramiah Investment Group
Wisconsin
$99.5M -$2.66M -3% 38
PBK
2259
Peoples Bank (Kansas)
Kansas
$99.4M -$79.6K -0.1% 103
PFG
2260
Putney Financial Group
California
$99.3M -$7.71M -7% 88
WF
2261
Willow Financial
Arkansas
$98.7M +$349K +0.4% 47
KC
2262
Karras Company
Utah
$98.6M -$3.94M -4% 63
WPWM
2263
Western Pacific Wealth Management
Illinois
$98.4M -$4.9M -5% 202
SCA
2264
Sulzberger Capital Advisors
Florida
$98M -$1.02M -1% 53
TF
2265
Thayer Financial
North Carolina
$98M +$3.37M +4% 33
ECM
2266
Ebert Capital Management
California
$97.9M -$5.49M -5% 26
GH
2267
GLP Holdings
Georgia
$97.7M -$7.28M -7% 4
UWM
2268
Urban Wealth Management
California
$97.7M -$9.88M -9% 101
RM
2269
RCW Management
Florida
$97.6M -$1.44M -1% 69
SCA
2270
Sensenig Capital Advisors
Pennsylvania
$97.5M -$874K -0.9% 36
PWM
2271
Partners Wealth Management
California
$97M +$1.31M +1% 116
RQS
2272
Ramsey Quantitative Systems
Kentucky
$96.6M -$13.3M -12% 20
FA
2273
Fullerton Advisors
California
$96.6M -$3.56M -4% 55
YAIA
2274
Yanni & Associates Investment Advisors
Pennsylvania
$96.5M -$3.52M -4% 36
UFA
2275
Unify Financial Advisors
Florida
$96.4M +$397K +0.4% 99