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
AIC
3126
Allodium Investment Consultants
Minnesota
$209M +$11.5M +6% 53
BCA
3127
Bernzott Capital Advisors
California
$209M -$1.52M -0.7% 43
MIM
3128
Marshall Investment Management
Colorado
$208M +$9.4M +5% 277
SIAM
3129
Sterling Investment Advisors (Missouri)
Missouri
$208M +$1.8M +0.9% 40
EM
3130
ELCO Management
New York
$208M +$49.8M +31% 178
SPFA
3131
Summit Place Financial Advisors
New Jersey
$208M +$1.77M +0.9% 115
GP
3132
Geneva Partners
Wisconsin
$208M -$72.6M -26% 84
SWM
3133
Steinberganna Wealth Management
New York
$208M -$5.27M -2% 143
ASBI
3134
American State Bank (Iowa)
Iowa
$208M +$221K +0.1% 139
WI
3135
Wealth Intelligence
Georgia
$208M +$6.44M +3% 66
HB
3136
Horizon Bancorp
Indiana
$208M +$2.44M +1% 213
BC
3137
BDFS Capital
Delaware
$208M +$9.66M +5% 148
BWM
3138
Birchcreek Wealth Management
Ohio
$208M +$4.03M +2% 121
BS
3139
Brighton Securities
New York
$208M +$4.98M +2% 54
RIM
3140
Reliant Investment Management
Tennessee
$207M -$39.2M -16% 60
CC
3141
CIBRA Capital
United Kingdom
$207M +$149M +256% 37
JWM
3142
Johnson Wealth Management
North Dakota
$207M +$6.18M +3% 51
NAMNJ
3143
NorthStar Asset Management (New Jersey)
New Jersey
$207M -$15.2M -7% 109
CWM
3144
Chronos Wealth Management
Florida
$207M -$9.31M -4% 39
PIA
3145
Panoramic Investment Advisors
Colorado
$207M +$22.6M +12% 144
MW
3146
Melia Wealth
Oklahoma
$207M -$9.72M -4% 23
PSF
3147
Pacific Sun Financial
California
$206M -$1.17M -0.6% 210
OC
3148
OxenFree Capital
Florida
$206M +$16M +8% 58
WAM
3149
Werlinich Asset Management
Connecticut
$206M +$3.22M +2% 61
ASI
3150
All-Stars Investment
Hong Kong
$206M -$61.5M -23% 5