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, 7,031 funds (~80%) 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
AFG
2301
Altiora Financial Group
Ohio
$607M +$26.9M +5% 112
DCM
2302
DGS Capital Management
New Jersey
$607M +$24.1M +4% 691
SAS
2303
SMI Advisory Services
Indiana
$607M +$26.6M +5% 66
PC
2304
Pier Capital
Connecticut
$606M -$20.2M -3% 144
SC
2305
Steginsky Capital
New York
$605M +$11.6M +2% 8
FGA
2306
Fortis Group Advisors
New Jersey
$605M +$8.53M +1% 632
ECM
2307
Elgethun Capital Management
South Dakota
$605M +$25.7M +4% 169
SLWA
2308
San Luis Wealth Advisors
California
$604M +$7.26M +1% 185
JHCP
2309
Jackson Hole Capital Partners
Oklahoma
$604M +$19.8M +3% 318
PIFP
2310
Partners in Financial Planning
Virginia
$603M +$12.3M +2% 123
ERWM
2311
Elk River Wealth Management
Colorado
$602M -$19.9M -3% 107
SA
2312
Strategic Advisors
New York
$602M -$36.3M -6% 186
MTC
2313
Matrix Trust Company
Colorado
$602M -$3.8M -0.6% 264
NPCM
2314
North Peak Capital Management
New York
$601M -$312M -34% 10
CTA
2315
Clear Trail Advisors
Texas
$601M +$170M +39% 151
CNBTD
2316
Citizens National Bank Trust Department
Mississippi
$601M +$20.9M +4% 390
CCP
2317
Clifford Capital Partners
Utah
$600M +$11.9M +2% 48
MGIA
2318
Matthew Goff Investment Advisor
Texas
$600M +$35.6M +6% 121
BHPW
2319
Beverly Hills Private Wealth
California
$600M +$15.9M +3% 363
GP
2320
GSK plc
$599M -$200M -25% 15
SCM
2321
Stanley Capital Management
Texas
$598M +$185K +0% 41
FSG
2322
Financial Strategies Group
Michigan
$598M +$45.3M +8% 102
OFS
2323
Orrstown Financial Services
Pennsylvania
$597M -$2.33M -0.4% 121
BWP
2324
Balboa Wealth Partners
Arizona
$596M -$8.46M -1% 497
LOWM
2325
Laurel Oak Wealth Management
New Jersey
$595M +$2.12M +0.4% 392