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, 4,829 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
MSS
3051
Mitchell Sinkler & Starr
Pennsylvania
$217M -$4.72M -2% 145
AIM
3052
Alhambra Investment Management
Florida
$217M +$1.59M +0.7% 183
ONSWM
3053
Old North State Wealth Management
North Carolina
$216M +$3.39M +2% 124
PP
3054
Postrock Partners
Oregon
$216M -$14M -6% 85
MSWM
3055
Mader & Shannon Wealth Management
Missouri
$216M +$12M +6% 24
SIF
3056
State Insurance Fund
New York
$216M -$11.3M -5% 1
VIP
3057
Viewpoint Investment Partners
Alberta, Canada
$216M +$5.82M +3% 107
BPW
3058
BlueDoor Private Wealth
Massachusetts
$216M -$809K -0.4% 153
MMHP
3059
Murphy Middleton Hinkle & Parker
Georgia
$216M +$9.09M +4% 225
LIWM
3060
Long Island Wealth Management
New York
$216M +$4.15M +2% 91
HCP
3061
Hardin Capital Partners
South Carolina
$216M +$3.88M +2% 146
OC
3062
Optima Capital
Oregon
$215M -$15.5M -7% 1,415
EFS
3063
Econ Financial Services
Pennsylvania
$215M +$15.9M +8% 105
AMIM
3064
Aull & Monroe Investment Management
Alabama
$215M +$15.7M +8% 128
PRRFG
3065
Paul R. Ried Financial Group
Washington
$215M +$3.35M +2% 44
CWP
3066
Core Wealth Partners
California
$215M -$7.04M -3% 182
VFG
3067
V2 Financial group
Illinois
$215M +$11.7M +6% 112
CCA
3068
Clarity Capital Advisors
Florida
$215M +$14.6M +7% 97
PWG
3069
Private Wealth Group
Florida
$214M +$6M +3% 72
ALS
3070
Andrew L. Share
$214M +$16.3M +8% 18
RC
3071
Roubaix Capital
Colorado
$214M -$20.3M -9% 67
WC
3072
Westhampton Capital
North Carolina
$214M +$2.27M +1% 131
EP
3073
EPIQ Partners
Minnesota
$214M -$419K -0.2% 85
PI
3074
Pachira Investments
California
$214M +$8.54M +4% 76
VCM
3075
Viewpoint Capital Management
Washington
$214M -$16.9M -7% 141