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
SHIM
2376
Stone House Investment Management
Pennsylvania
$558M -$86.1M -13% 1,181
TCM
2377
Thames Capital Management
New Jersey
$558M -$130M -19% 61
AFFA
2378
ALM First Financial Advisors
Texas
$557M +$52.5M +10% 25
MSA
2379
Marino Stram & Associates
Massachusetts
$557M +$3.17M +0.6% 193
NI
2380
Naria Inc
Bahamas
$556M +$174M +45% 1
TAWM
2381
Three Arch Wealth Management
California
$556M +$22.4M +4% 62
TF
2382
TLWM Financial
Texas
$555M +$8.85M +2% 72
HWM
2383
Heirloom Wealth Management
Colorado
$555M +$122M +28% 91
FFA
2384
Founders Financial Alliance
North Carolina
$555M +$25.1M +5% 753
AWA
2385
ARQ Wealth Advisors
Arizona
$555M +$184M +50% 198
MAP
2386
Moody Aldrich Partners
Massachusetts
$555M +$18.7M +3% 214
TC
2387
Truvestments Capital
Florida
$554M +$4.17M +0.8% 1,231
CCA
2388
Childress Capital Advisors
Texas
$554M -$68.4M -11% 450
B
2389
Bellecapital
Switzerland
$554M -$9.1M -2% 152
LFS
2390
Legacy Financial Strategies
Kansas
$554M -$10.6M -2% 143
CSIA
2391
Conrad Siegel Investment Advisors
Pennsylvania
$554M +$26.8M +5% 63
TPA
2392
Trivium Point Advisory
Connecticut
$553M -$440M -44% 356
CA
2393
Crossingbridge Advisors
New York
$553M +$197M +55% 211
SIAP
2394
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$552M +$9.45M +2% 226
FWM
2395
FFT Wealth Management
Pennsylvania
$552M +$27.3M +5% 107
LF
2396
Longbow Finance
Switzerland
$552M -$38.4M -7% 68
DCM
2397
Davidson Capital Management
Texas
$552M +$89.9M +19% 119
TC
2398
Triata Capital
Hong Kong
$552M -$273M -33% 15
BT
2399
Brandywine Trust
Delaware
$552M -$18.6M -3% 32
JSA
2400
Jacobson & Schmitt Advisors
Wisconsin
$551M -$42.6M -7% 80