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
MCM
3051
M1 Capital Management
Michigan
$217M -$22.6M -9% 116
SFC
3052
Sprinkle Financial Consultants
Colorado
$217M +$20M +10% 102
MSS
3053
Mitchell Sinkler & Starr
Pennsylvania
$217M -$4.72M -2% 145
AIM
3054
Alhambra Investment Management
Florida
$217M +$1.59M +0.7% 183
ONSWM
3055
Old North State Wealth Management
North Carolina
$216M +$3.39M +2% 124
PP
3056
Postrock Partners
Oregon
$216M -$14M -6% 85
MSWM
3057
Mader & Shannon Wealth Management
Missouri
$216M +$12M +6% 24
SIF
3058
State Insurance Fund
New York
$216M -$11.3M -5% 1
VIP
3059
Viewpoint Investment Partners
Alberta, Canada
$216M +$5.82M +3% 107
BPW
3060
BlueDoor Private Wealth
Massachusetts
$216M -$809K -0.4% 153
MMHP
3061
Murphy Middleton Hinkle & Parker
Georgia
$216M +$9.09M +4% 225
LIWM
3062
Long Island Wealth Management
New York
$216M +$4.15M +2% 91
HCP
3063
Hardin Capital Partners
South Carolina
$216M +$3.88M +2% 146
OC
3064
Optima Capital
Oregon
$215M -$15.5M -7% 1,415
EFS
3065
Econ Financial Services
Pennsylvania
$215M +$15.9M +8% 105
AMIM
3066
Aull & Monroe Investment Management
Alabama
$215M +$15.7M +8% 128
PRRFG
3067
Paul R. Ried Financial Group
Washington
$215M +$3.35M +2% 44
CWP
3068
Core Wealth Partners
California
$215M -$7.04M -3% 182
VFG
3069
V2 Financial group
Illinois
$215M +$11.7M +6% 112
CCA
3070
Clarity Capital Advisors
Florida
$215M +$14.6M +7% 97
PWG
3071
Private Wealth Group
Florida
$214M +$6M +3% 72
ALS
3072
Andrew L. Share
$214M +$16.3M +8% 18
RC
3073
Roubaix Capital
Colorado
$214M -$20.3M -9% 67
WC
3074
Westhampton Capital
North Carolina
$214M +$2.27M +1% 131
EP
3075
EPIQ Partners
Minnesota
$214M -$419K -0.2% 85