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
MWM
2351
MinichMacGregor Wealth Management
New York
$567M +$14.8M +3% 162
BCMLT
2352
Beacon Capital Management LLC (Tennessee)
Tennessee
$567M -$78.4M -12% 178
SAM
2353
Satovsky Asset Management
New York
$566M +$50.5M +10% 75
EL
2354
Essex LLC
Illinois
$566M +$2.07M +0.4% 186
GWI
2355
Grace & White Inc
New York
$566M +$5.37M +1% 138
FG
2356
Foresight Group
United Kingdom
$566M -$98.2M -15% 65
ANB
2357
Amarillo National Bank
Texas
$566M -$3.13M -0.5% 94
SFO
2358
Stenger Family Office
Illinois
$566M +$81.7M +17% 124
GPTE
2359
Generali Powszechne Towarzystwo Emerytalne
Poland
$566M -$19.1M -3% 33
KBG
2360
Kahn Brothers Group
New York
$564M -$638K -0.1% 55
AHSW
2361
Adventist Health System West
California
$564M -$31M -5% 13
AAS
2362
Asset Allocation Strategies
Michigan
$563M +$22.6M +4% 181
AMCA
2363
Arthur M. Cohen & Associates
Illinois
$563M -$49.9M -8% 133
PDL
2364
Portfolio Design Labs
California
$562M -$44.2M -7% 241
GWAG
2365
Garrett Wealth Advisory Group
Texas
$562M +$33.2M +6% 142
AC
2366
Addison Capital
Pennsylvania
$562M +$162M +40% 185
FGAM
2367
Financial Gravity Asset Management
Texas
$562M +$42.5M +8% 1,032
KFI
2368
Key Financial Inc
Pennsylvania
$562M +$13.9M +3% 1,484
NPPM
2369
North Point Portfolio Managers
Ohio
$561M -$29.2M -5% 79
TCM
2370
Twele Capital Management
Minnesota
$561M +$1.29M +0.2% 39
MP
2371
Moment Partners
California
$561M +$74.5M +15% 119
OPWM
2372
Oakwell Private Wealth Management
Texas
$560M +$24.5M +5% 81
HA
2373
Harfst & Associates
Wyoming
$560M +$5.58M +1% 126
DIM
2374
Delta Investment Management
California
$559M -$17.5M -3% 319
CFP
2375
Curran Financial Partners
South Carolina
$559M +$32.1M +6% 139