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, 6,446 funds (~73%) 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
FIBOI
3101
First International Bank of Israel
$340M +$131M +62% 74
BAM
3102
Bell Asset Management
Australia
$340M -$34.3M -9% 70
NCM
3103
Neumann Capital Management
California
$340M -$6.58M -2% 104
JCIA
3104
Jackson Creek Investment Advisors
Colorado
$340M +$1.04M +0.3% 393
MAMA
3105
Myriad Asset Management Advisors
Florida
$339M +$14.8M +5% 63
VCM
3106
Verger Capital Management
North Carolina
$339M +$1.44M +0.4% 14
BAM
3107
Brilliance Asset Management
Hong Kong
$339M +$84.3M +33% 16
PB
3108
Pinnacle Bancorp
Nebraska
$339M -$2.33M -0.7% 914
CAC
3109
Core Alternative Capital
Georgia
$339M -$23.8M -7% 216
CWM
3110
Concentrum Wealth Management
California
$339M -$19.5M -5% 117
PWM
3111
Penobscot Wealth Management
Maine
$338M +$14.9M +5% 112
HWP
3112
Hibernia Wealth Partners
Louisiana
$338M +$6.05M +2% 126
SFS
3113
Solitude Financial Services
Virginia
$338M +$34.8M +11% 42
CW
3114
Cabot-Wellington
Massachusetts
$338M +$26.2M +8% 5
GJWM
3115
Gilliland Jeter Wealth Management
Arkansas
$338M +$6.73M +2% 191
SWM
3116
Selective Wealth Management
Virginia
$338M +$17.2M +5% 128
NL
3117
NKCFO LLC
Illinois
$337M -$8.46M -2% 131
WIM
3118
WIM Investment Management
Hong Kong
$337M -$49.6M -13% 24
SFP
3119
Sterling Financial Planning
New Jersey
$337M +$5.45M +2% 123
FIM
3120
Freedom Investment Management
Connecticut
$337M -$6.97M -2% 122
SIC
3121
Shoker Investment Counsel
Ohio
$337M -$4.42M -1% 114
SC
3122
Schiavi & Co
Delaware
$337M +$25.6M +8% 51
IWN
3123
Independent Wealth Network
Iowa
$337M +$9.21M +3% 344
CFCI
3124
Comprehensive Financial Consultants Institutional
Indiana
$337M +$5.53M +2% 199
TH
3125
Team Hewins
California
$337M +$26.2M +8% 42