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
VWS
2476
Virtus Wealth Solutions
New Jersey
$525M -$1.51M -0.3% 66
CAM
2477
Columbia Asset Management
Michigan
$525M -$37.4M -7% 180
HCA
2478
Harbour Capital Advisors
Virginia
$525M +$33.8M +7% 331
DA
2479
Drake & Associates
Wisconsin
$525M +$22.7M +5% 113
GF
2480
Greenfield FTC
Nevada
$524M -$236M -31% 3
SRFM
2481
Shannon River Fund Management
New York
$524M -$113M -18% 39
ETS
2482
ESL Trust Services
New York
$524M +$2.63M +0.5% 260
IRC
2483
Investors Research Corp
Georgia
$523M -$22.8M -4% 954
WFA
2484
WestHill Financial Advisors
California
$523M -$3.49M -0.7% 84
CFMC
2485
Curbstone Financial Management Corp
New Hampshire
$523M -$23.9K -0% 211
JE
2486
JMAC Enterprises
Pennsylvania
$522M -$1.12M -0.2% 126
KAM
2487
KEB Asset Management
Illinois
$522M +$28.6M +6% 104
LT
2488
Legacy Trust
Michigan
$522M -$12.8M -2% 208
TCM
2489
TruNorth Capital Management
Michigan
$522M -$5.28M -1% 130
SCM
2490
Shah Capital Management
North Carolina
$521M +$2.72M +0.5% 12
MF
2491
Manchester Financial
California
$521M -$13.8M -3% 143
SW
2492
Solidarity Wealth
Utah
$521M +$32M +7% 85
SFA
2493
Spectrum Financial Alliance
Kentucky
$520M +$14.3M +3% 34
PCTC
2494
Perkins Coie Trust Company
Washington
$520M -$16.9M -3% 257
SFG
2495
Sunburst Financial Group
Alabama
$520M +$25.4M +5% 136
FIC
2496
Family Investment Center
Missouri
$520M +$24.4M +5% 107
GDP
2497
Great Diamond Partners
Maine
$520M -$175K -0% 253
GSAM
2498
Grant Street Asset Management
Pennsylvania
$519M +$22.5M +5% 99
CI
2499
CacheTech Inc
Utah
$519M -$20.8M -4% 250
PTP
2500
Platform Technology Partners
New York
$518M +$48.9M +10% 355