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, 6,893 funds (~78%) 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
LRIA
2326
Leonard Rickey Investment Advisors
Washington
$578M +$24.8M +4% 126
MIOT
2327
Massachusetts Institute of Technology
Massachusetts
$577M -$176M -23% 7
EIP
2328
Ellis Investment Partners
Pennsylvania
$576M +$2.82M +0.5% 277
GAM
2329
Gould Asset Management
California
$576M +$11.5M +2% 176
PG
2330
Patten Group
Tennessee
$575M +$34.6M +6% 323
SFG
2331
Sovereign Financial Group
Connecticut
$575M +$13.7M +2% 389
BCM
2332
Bourgeon Capital Management
Connecticut
$574M -$40M -7% 139
PC
2333
Periscope Capital
Ontario, Canada
$574M +$58.4M +11% 483
TW
2334
Tempo Wealth
Ohio
$573M +$12.1M +2% 225
DW30
2335
Drucker Wealth 3.0
New Jersey
$573M +$3.93M +0.7% 277
IF
2336
Ironwood Financial
Arizona
$573M -$16.9M -3% 170
NA
2337
Nordwand Advisors
Pennsylvania
$572M -$585K -0.1% 157
FRM
2338
Fox Run Management
Connecticut
$572M -$76.3M -12% 1,307
MAM
2339
McLean Asset Management
Virginia
$572M +$13.3M +2% 174
MW
2340
Marble Wealth
Alabama
$571M -$149M -21% 288
BSG
2341
Black Swift Group
Colorado
$571M -$28.8M -5% 145
XI
2342
XXEC Inc
Oklahoma
$571M +$471M +470% 25
TWA
2343
Tulsa Wealth Advisors
Oklahoma
$570M +$270M +90% 177
RIP
2344
RAM Investment Partners
Washington
$569M +$16.3M +3% 129
AWM
2345
Activest Wealth Management
Florida
$569M +$33.8M +6% 1,452
NWA
2346
New World Advisors
Massachusetts
$569M -$15.7M -3% 91
CWM
2347
Chemistry Wealth Management
New York
$569M +$34M +6% 213
CFSG
2348
Community Financial Services Group
Vermont
$568M +$23.6M +4% 460
PPW
2349
Presilium Private Wealth
Pennsylvania
$567M +$19.9M +4% 78
KJWM
2350
Kiley Juergens Wealth Management
Washington
$567M +$104M +22% 235