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
SJL
2326
Shayne & Jacobs LLC
Tennessee
$324M -$6.74M -2% 98
BOS
2327
Bank of Stockton
California
$323M -$25.9M -7% 147
UOC
2328
University of Chicago
Illinois
$323M +$117M +56% 14
GIM
2329
Gold Investment Management
Alberta, Canada
$323M +$9.65M +3% 205
DC
2330
Dorval Corp
Minnesota
$322M +$9.03M +3% 45
WF
2331
Whelan Financial
California
$322M +$2.03M +0.6% 101
BW
2332
Balance Wealth
Ohio
$322M +$10.5M +3% 161
GMA
2333
Glassy Mountain Advisors
Maryland
$322M -$8.74M -3% 81
SPI
2334
Santori & Peters Inc
Pennsylvania
$321M +$28.3M +10% 79
HZ
2335
Hixon Zuercher
Ohio
$321M -$8.7M -3% 91
DWM
2336
Darwin Wealth Management
Florida
$321M -$855K -0.3% 711
FLA
2337
Financial Life Advisors
Texas
$321M -$3.29M -1% 56
WPW
2338
Watershed Private Wealth
Illinois
$321M -$12.7M -4% 126
WHAM
2339
Windmill Hill Asset Management
United Kingdom
$321M -$106M -25% 27
BFW
2340
Brady Family Wealth
Missouri
$321M -$3.35M -1% 115
HCP
2341
Hamilton Capital Partners
Georgia
$320M +$19.3M +6% 44
QWM
2342
Quaker Wealth Management
New Jersey
$320M +$4.45M +1% 1,052
SGF
2343
Stephens Greth Foundation
Texas
$320M +$146M +84% 4
EC
2344
Eaton-Cambridge
Arizona
$320M +$14.8M +5% 56
OPW
2345
Oxler Private Wealth
New York
$319M -$25.9M -8% 92
BWS
2346
BCR Wealth Strategies
Alabama
$319M +$17.5M +6% 39
SA
2347
SAM Advisors
California
$319M +$2.97M +0.9% 48
JWM
2348
Jeppson Wealth Management
California
$319M +$3.15M +1% 245
SLP
2349
Storen Legacy Partners
Indiana
$319M +$223K +0.1% 108
APW
2350
Acima Private Wealth
Virginia
$319M -$3.6M -1% 180