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
PI
3076
Pachira Investments
California
$214M +$8.54M +4% 76
VCM
3077
Viewpoint Capital Management
Washington
$214M -$16.9M -7% 141
MCA
3078
Midwest Capital Advisors
Michigan
$214M +$5.26M +3% 214
PBBUPS
3079
PKO BP Bankowy Universal Pension Society
Poland
$214M +$16M +8% 14
CCM
3080
Conway Capital Management
California
$214M -$22M -9% 49
RSC
3081
Rising Stella Capital
$214M +$1.35M +0.6% 3
FF
3082
Finley Financial
Nevada
$214M -$4.73M -2% 112
SCA
3083
Southern Capital Advisors
Tennessee
$214M -$3.16M -1% 89
WWM
3084
WJ Wealth Management
Arizona
$214M -$14.9M -7% 78
FCM
3085
Fire Capital Management
California
$214M +$13M +6% 123
WCP
3086
Wealthcare Capital Partners
Pennsylvania
$213M +$40.8K +0% 157
LWM
3087
Level Wealth Management
North Carolina
$213M +$17.9M +9% 67
MWA
3088
Motive Wealth Advisors
Michigan
$213M -$21.8M -9% 98
HWA
3089
HMV Wealth Advisors
Louisiana
$213M +$13M +6% 85
SCM
3090
Sage Capital Management
New Jersey
$213M -$3.57M -2% 172
CPSC
3091
Carl P. Sherr & Co
Massachusetts
$213M -$11.2M -5% 128
VPWA
3092
Vestia Personal Wealth Advisors
Indiana
$213M +$16M +8% 103
GWM
3093
Grand Wealth Management
Michigan
$212M -$8.03M -4% 98
VF
3094
Vestment Financial
Minnesota
$212M +$19.5M +10% 47
CH
3095
CVS Health
Rhode Island
$212M +$76.9M +57% 35
SM
3096
Salzhauer Michael
$212M -$13.3M -6% 86
SFB
3097
STAR Financial Bank
Indiana
$212M +$16.2M +8% 119
FCFC
3098
First Citizens Financial Corp
Iowa
$212M +$9.39M +5% 136
AIA
3099
Arcadia Investment Advisors
Idaho
$212M -$3.14M -1% 83
KG
3100
Kieckhefer Group
Wisconsin
$212M +$1.52M +0.7% 61