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
MRI
2576
Mad River Investors
Massachusetts
$277M +$57.7M +26% 34
CCP
2577
Carmel Capital Partners
California
$277M -$7.75M -3% 129
HJIM
2578
Henry James International Management
New York
$277M -$40.4M -13% 96
1NWS
2579
1 North Wealth Services
Maryland
$277M -$7.28M -3% 292
TAP
2580
Tounjian Advisory Partners
Florida
$277M -$18.4M -6% 157
TAM
2581
Townsend Asset Management
North Carolina
$277M -$7.15M -3% 191
IAA
2582
Independence Asset Advisors
Pennsylvania
$277M +$95.2M +52% 25
TLA
2583
Tanglewood Legacy Advisors
Texas
$276M +$10.1M +4% 273
FOA
2584
Five Oceans Advisors
California
$276M -$6.57M -2% 204
AA
2585
Alta Advisers
United Kingdom
$276M +$406K +0.1% 217
AWMNH
2586
Arcadia Wealth Management (New Hampshire)
New Hampshire
$276M +$7.57M +3% 69
FA
2587
Flagstar Advisors
New York
$276M -$22.5M -8% 189
FCT
2588
Family Capital Trust
Massachusetts
$276M -$30.1M -10% 90
LFP
2589
Lakeshore Financial Planning
Michigan
$276M -$4.02M -1% 93
VIA
2590
Victrix Investment Advisors
Florida
$275M +$17.2M +7% 114
HCM
2591
Highview Capital Management
Illinois
$275M -$8.39M -3% 117
REA
2592
Renesas Electronics America
California
$275M -$18.4M -6% 1
MP
2593
Maestria Partners
Georgia
$274M -$67.3M -20% 18
BWM
2594
BKM Wealth Management
Wisconsin
$274M +$350K +0.1% 153
MC
2595
Mathes Company
New York
$274M -$6.66M -2% 132
SWM
2596
Shrier Wealth Management
California
$274M +$19.7M +8% 134
RCA
2597
Ranch Capital Advisors
Florida
$274M +$1.83M +0.7% 163
APW
2598
Aventura Private Wealth
Florida
$273M -$4.85M -2% 951
FF
2599
Fluent Financial
Texas
$273M +$10.9M +4% 64
BE
2600
Bonness Enterprises
District of Columbia
$273M -$16.6M -6% 39