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
CAM
2601
Covenant Asset Management
New Jersey
$488M -$31M -6% 153
BB
2602
Berkshire Bank
Massachusetts
$488M -$5.17M -1% 169
UOIF
2603
University of Illinois Foundation
Illinois
$487M +$196M +67% 36
ACM
2604
Aljian Capital Management
Nevada
$487M -$15.4M -3% 134
SCA
2605
Summit Creek Advisors
Minnesota
$487M -$149M -23% 72
PE
2606
PCM Encore
Colorado
$486M +$16.1M +3% 475
CWA
2607
Clarity Wealth Advisors
California
$486M -$4.23M -0.9% 115
RAM
2608
Riggs Asset Management
Pennsylvania
$486M -$10.2M -2% 144
SCM
2609
Stordahl Capital Management
Colorado
$486M -$300K -0.1% 65
GRR
2610
Golden Reserve Retirement
Ohio
$485M -$56.9M -11% 152
NFW
2611
Noble Family Wealth
Florida
$484M +$10M +2% 81
CWA
2612
Crusonia Wealth Advisors
Colorado
$484M +$30.1M +7% 197
OSNBOA
2613
Old Second National Bank of Aurora
Illinois
$484M -$16.1M -3% 294
MWM
2614
Mascoma Wealth Management
New Hampshire
$484M +$17.5M +4% 544
AW
2615
Avion Wealth
Texas
$484M +$7.19M +2% 1,678
LF
2616
Lantz Financial
Illinois
$484M +$9.79M +2% 258
MF
2617
Montis Financial
Massachusetts
$484M -$22.4M -4% 162
BAM
2618
BOCHK Asset Management
Hong Kong
$483M +$109M +29% 142
NWAG
2619
Net Worth Advisory Group
Utah
$482M -$12.2M -2% 481
MCM
2620
McRae Capital Management
New Jersey
$482M -$7.77M -2% 108
IG
2621
Ithaka Group
Virginia
$482M -$79.1M -14% 41
SDWIA
2622
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$482M -$2.43M -0.5% 177
EFA
2623
Evernest Financial Advisors
Indiana
$481M +$4.3M +0.9% 192
MAM
2624
Morse Asset Management
Connecticut
$481M -$19.2M -4% 432
NQWM
2625
Northwest Quadrant Wealth Management
Oregon
$481M -$2.39M -0.5% 72