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
EA
2451
Ellsworth Advisors
Ohio
$532M +$26.2M +5% 197
PWS
2452
Proactive Wealth Strategies
Georgia
$532M +$280M +111% 210
EFL
2453
ERn Financial LLC
Wisconsin
$532M -$71K -0% 154
CA
2454
Clune & Associates
Illinois
$532M +$68.7M +15% 180
STAS
2455
Strong Tower Advisory Services
Minnesota
$531M -$27.1M -5% 100
PFA
2456
Pettinga Financial Advisors
Indiana
$531M +$3.93M +0.7% 160
KI
2457
Kapitalo Investimentos
Brazil
$531M +$8.54M +2% 64
VAG
2458
VisionPoint Advisory Group
Texas
$531M +$17.4M +3% 485
UFF
2459
USA Financial Formulas
Michigan
$531M -$19.1M -3% 528
CRB
2460
Chad R. Baker
$530M -$27.2M -5% 57
EPA
2461
Element Pointe Advisors
Florida
$530M +$12.7M +2% 92
TM
2462
Taproot Management
New York
$530M -$87.6M -14% 243
OMC
2463
Overbrook Management Corp
New York
$529M -$49.9M -9% 55
LI
2464
Louisbourg Investments
New Brunswick, Canada
$529M +$26.9M +5% 229
MFS
2465
McNamara Financial Services
Massachusetts
$528M +$1.21M +0.2% 103
ZI
2466
ZEGA Investments
Florida
$528M +$12.7M +2% 207
LC
2467
Lincoln Capital
Nebraska
$528M -$24.1M -4% 139
BCM
2468
Bienville Capital Management
New York
$527M -$103M -16% 90
OC
2469
Oakmont Corp
California
$526M -$51.6M -9% 31
VU
2470
Vanderbilt University
Tennessee
$526M -$59.3M -10% 84
VP
2471
Verum Partners
North Carolina
$526M +$30.4M +6% 179
PWM
2472
Praetorian Wealth Management
California
$526M +$22.5M +4% 79
DSC
2473
Duncker Streett & Co
Missouri
$526M -$36.6M -6% 553
IA
2474
Insight Advisors
Pennsylvania
$525M -$135M -20% 296
FWM
2475
Fonville Wealth Management
Virginia
$525M +$36.2M +7% 141