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
HLCM
2351
Hi-Line Capital Management
South Dakota
$318M +$17.7M +6% 41
EFN
2352
Equita Financial Network
Pennsylvania
$318M -$13.8M -4% 102
PA
2353
PFW Advisors
Georgia
$318M -$13.2M -4% 131
AI
2354
Auour Investments
Massachusetts
$318M +$3.63M +1% 94
WIS
2355
Wright Investors Service
Connecticut
$318M -$15.4M -5% 165
GPW
2356
Genesis Private Wealth
Virginia
$318M -$4.56M -1% 198
SPG
2357
Snow Phipps Group
New York
$318M -$33.1M -9% 2
TM
2358
TigerOak Management
New Mexico
$317M -$10.4M -3% 130
NAH
2359
Neumann Advisory (HK)
Hong Kong
$317M -$60.4M -16% 7
OFW
2360
Omnia Family Wealth
Florida
$317M -$21.3M -6% 110
GWP
2361
Gen-Wealth Partners
Michigan
$317M +$5.39M +2% 750
CPW
2362
Crestmont Private Wealth
Texas
$317M +$9.6M +3% 108
CS
2363
Cisco Systems
California
$317M -$11.9M -4% 4
HKIMG
2364
Hutchens & Kramer Investment Management Group
Indiana
$317M +$27M +9% 200
ICP
2365
Interchange Capital Partners
Pennsylvania
$316M -$223M -41% 437
AWS
2366
Arkfeld Wealth Strategies
Nebraska
$316M +$25.3M +9% 118
MIM
2367
MTM Investment Management
South Carolina
$316M +$2.44M +0.8% 721
VAM
2368
Vert Asset Management
California
$315M +$14.5M +5% 46
SAMC
2369
Spectrum Asset Management (California)
California
$315M +$15M +5% 122
HOWA
2370
Heritage Oak Wealth Advisors
Florida
$315M +$44.1M +16% 98
EP
2371
Essential Planning
New Hampshire
$315M +$943K +0.3% 92
WIC
2372
Whitegate Investment Counselors
New Hampshire
$315M -$5.55M -2% 70
IAS
2373
Investment Advisory Services
Texas
$314M -$5.18M -2% 135
EWA
2374
ERTS Wealth Advisors
Michigan
$314M -$4.06M -1% 31
SL
2375
Sentry LLC
Tennessee
$314M -$51M -14% 128