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
HIM
2526
HughesLittle Investment Management
$511M -$92.9M -15% 14
NIEF
2527
Nalanda India Equity Fund
Mauritius
$510M -$131M -20% 1
JF
2528
JSF Financial
California
$510M +$27.6M +6% 139
B
2529
BetterWealth
California
$510M +$71.2M +16% 86
PWMG
2530
Prestige Wealth Management Group
New Jersey
$509M -$14.8M -3% 1,182
HNW
2531
High Note Wealth
Minnesota
$509M -$1.88M -0.4% 1,009
HPC
2532
Hobart Private Capital
North Carolina
$509M -$3.71M -0.7% 146
MC
2533
Machina Capital
France
$508M -$15.5M -3% 471
WDG
2534
Wealth Dimensions Group
Ohio
$508M +$4.35M +0.9% 179
MWA
2535
MFA Wealth Advisors
Pennsylvania
$508M +$35M +7% 94
OWP
2536
ORG Wealth Partners
Texas
$508M +$82.5M +19% 716
BC
2537
Bricktown Capital
Michigan
$508M -$86.1M -15% 32
WMG
2538
WESCAP Management Group
California
$508M +$14.2M +3% 108
BA
2539
BCM Advisors
Louisiana
$507M -$15M -3% 79
RFG
2540
REAP Financial Group
Texas
$507M +$14.4M +3% 602
SOAMC
2541
Spirit of America Management Corp
New York
$507M +$35M +7% 312
MWP
2542
Moller Wealth Partners
$507M +$29M +6% 71
RSVP
2543
Ramsay Stattman Vela & Price
Colorado
$506M -$48.9M -9% 85
WWG
2544
West Wealth Group
California
$506M +$24M +5% 142
BRCM
2545
Bright Rock Capital Management
Massachusetts
$506M -$2.78M -0.5% 83
MIM
2546
Manitou Investment Management
Ontario, Canada
$506M -$65.1M -11% 57
KHLMTHM
2547
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$506M -$3.86M -0.8% 66
CBTWT
2548
Community Bank & Trust (Waco, Texas)
Texas
$505M +$17.4M +4% 164
III
2549
Independent Investors Inc
New York
$504M -$34.6M -6% 71
TCM
2550
Tradewinds Capital Management
Washington
$504M +$29.4M +6% 754