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
MIM
2376
Moseley Investment Management
Florida
$314M -$9.91M -3% 173
AWM
2377
Ameliora Wealth Management
Switzerland
$314M -$14.6M -4% 240
PWM
2378
Purus Wealth Management
California
$314M -$6.95M -2% 163
EWA
2379
Etesian Wealth Advisors
Oregon
$313M -$5.51M -2% 142
NRW
2380
Nova R Wealth
Kansas
$313M +$39.1M +14% 93
SCI
2381
Silver Coast Investments
United States
$313M +$23.2M +8% 122
FA
2382
FDx Advisors
Illinois
$313M +$117M +60% 189
FZCM
2383
Flynn Zito Capital Management
New York
$313M +$33.3M +12% 164
GC
2384
GFG Capital
Florida
$313M +$32.4M +12% 93
PAM
2385
Pegasus Asset Management
New York
$313M -$12.1M -4% 72
LFA
2386
LifeGuide Financial Advisors
Pennsylvania
$313M +$11.3M +4% 48
KA
2387
Kercheville Advisors
Texas
$313M -$69M -18% 127
SW
2388
StrongBox Wealth
Missouri
$313M +$8.23M +3% 99
CFLC
2389
California First Leasing Corp
California
$312M +$4.1M +1% 48
MHB
2390
Midwest Heritage Bank
Iowa
$312M +$21.9M +8% 62
OPTFSNA
2391
Old Point Trust & Financial Services N A
Virginia
$311M -$9.35M -3% 330
TL
2392
Tradewinds LLC
North Carolina
$310M -$109M -26% 232
CCM
2393
Consolidated Capital Management
California
$310M -$20.9M -6% 93
TWM
2394
TSA Wealth Management
Texas
$309M +$7.49M +2% 109
PH
2395
Pinnacle Holdings
Oklahoma
$309M +$13.3M +4% 267
PWM
2396
Pines Wealth Management
North Carolina
$309M -$321K -0.1% 233
AW
2397
Alteri Wealth
California
$309M +$79.8K +0% 312
CWM
2398
Castle Wealth Management
Florida
$309M +$6.69M +2% 136
GE
2399
General Electric
Ohio
$308M -$347M -53% 2
AWA
2400
Alta Wealth Advisors
Massachusetts
$308M +$8.81M +3% 185