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
BOSSRA
2301
B.O.S.S. Retirement Advisors
Utah
$328M +$10.3M +3% 201
BAM
2302
Bastion Asset Management
Canada
$328M +$147M +81% 79
YAL
2303
Your Advocates Ltd
Texas
$328M +$21.5M +7% 265
WIC
2304
WealthBridge Investment Counsel
Alberta, Canada
$328M -$5.7M -2% 43
SFS
2305
Stiles Financial Services
Minnesota
$327M +$2.42M +0.7% 180
HAM
2306
Harmony Asset Management
Arizona
$327M +$29.1M +10% 205
AIM
2307
Aspen Investment Management
Michigan
$327M -$4.78M -1% 181
JAM
2308
JCIC Asset Management
Ontario, Canada
$326M -$401K -0.1% 121
RWM
2309
Reston Wealth Management
Virginia
$326M -$423K -0.1% 67
CWM
2310
Core Wealth Management
Florida
$326M +$5.29M +2% 42
VC
2311
Veery Capital
Delaware
$326M +$267K +0.1% 102
ST
2312
Somerset Trust
Pennsylvania
$326M -$814K -0.2% 185
TC
2313
TFR Capital
Texas
$326M +$23.9M +8% 171
CPC
2314
Congress Park Capital
New York
$326M -$9.21M -3% 139
BWAM
2315
Boyd Watterson Asset Management
Ohio
$326M -$20.8M -6% 425
VSI
2316
Verde Servicos Internacionais
Brazil
$326M +$14.2M +5% 49
SFMG
2317
Sage Financial Management Group
Virginia
$325M -$2.03M -0.6% 59
OFA
2318
Oak Family Advisors
Illinois
$324M -$1.94M -0.6% 110
2L
2319
25 LLC
Missouri
$324M +$9.32M +3% 74
OAP
2320
One Advisory Partners
Kansas
$324M -$7.19M -2% 79
MFA
2321
Morling Financial Advisors
California
$324M +$7.29M +2% 113
GREM
2322
Grey Rock Energy Management
Texas
$324M +$64.7M +25% 1
ITIM
2323
Indiana Trust & Investment Management
Indiana
$324M -$15.3M -4% 510
QPW
2324
Quantum Private Wealth
Florida
$324M -$18.7M -5% 180
CWM
2325
Cherrydale Wealth Management
New Jersey
$324M -$5.79M -2% 83