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, 6,773 funds (~77%) 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
CWM
2901
Compass Wealth Management
Connecticut
$405M +$3.56M +0.9% 79
MYA
2902
Meiji Yasuda America
New York
$404M -$31.1M -7% 58
CA
2903
COFG Advisors
Illinois
$404M -$488K -0.1% 247
ACM
2904
Aspen Capital Management
Idaho
$404M +$177K +0% 84
KIC
2905
Keating Investment Counselors
Florida
$404M +$43.1M +12% 65
DI
2906
Diligent Investors
California
$404M -$2.9M -0.7% 357
MI
2907
M3F Inc
Utah
$404M +$39.4M +11% 30
MSCM
2908
McElhenny Sheffield Capital Management
Texas
$403M -$7.55M -2% 115
VCP
2909
Varenne Capital Partners
France
$403M -$77.8M -16% 38
FFM
2910
Flagstone Financial Management
Nebraska
$403M +$12.9M +3% 72
CL
2911
CLG LLC
California
$403M +$1.07M +0.3% 149
UWM
2912
United Wealth Management
Virginia
$402M +$15.7M +4% 24
MM
2913
Meridian Management
Arkansas
$402M -$2.01M -0.5% 88
IIA
2914
Integral Investment Advisors
California
$402M -$1.44M -0.4% 182
P8IP
2915
Pier 88 Investment Partners
California
$402M -$45.6M -10% 132
BWA
2916
Beam Wealth Advisors
Louisiana
$402M +$37.4M +10% 119
FIM
2917
Fruth Investment Management
Texas
$401M +$30.5M +8% 233
TGV
2918
TRV GP V
Massachusetts
$401M -$28.2M -7% 3
CNC
2919
Citizens & Northern Corp
Pennsylvania
$401M -$2.55M -0.6% 131
SFCL
2920
Strengthening Families & Communities LLC
Massachusetts
$401M +$120M +43% 684
BLC
2921
Brown, Lisle/Cummings
Rhode Island
$400M -$5.47M -1% 1,029
JGCM
2922
Joseph Group Capital Management
Ohio
$400M +$19.7M +5% 393
HFBOT
2923
Home Federal Bank of Tennessee
Tennessee
$400M +$15.1M +4% 95
DBIA
2924
Dumont & Blake Investment Advisors
New Jersey
$400M -$16.4M -4% 218
RFN
2925
RDA Financial Network
Iowa
$400M -$15.7M -4% 293