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, 6,372 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
AIM
3151
Aspen Investment Management
Michigan
$327M -$4.78M -1% 181
JAM
3152
JCIC Asset Management
Ontario, Canada
$326M -$401K -0.1% 121
RWM
3153
Reston Wealth Management
Virginia
$326M -$423K -0.1% 67
JHWEPV
3154
J. H. Whitney Equity Partners VI
Connecticut
$326M -$220M -40% 1
ISFAN
3155
Investor's Fiduciary Advisor Network
Washington
$326M -$140M -30% 313
AFA
3156
Alpha Financial Advisors
North Carolina
$326M -$645K -0.2% 67
CWM
3157
Core Wealth Management
Florida
$326M +$5.29M +2% 42
VC
3158
Veery Capital
Delaware
$326M +$267K +0.1% 102
ST
3159
Somerset Trust
Pennsylvania
$326M -$814K -0.2% 185
NAMM
3160
NorthStar Asset Management (Massachusetts)
Massachusetts
$326M -$61.4M -16% 90
TC
3161
TFR Capital
Texas
$326M +$23.9M +8% 171
CPC
3162
Congress Park Capital
New York
$326M -$9.21M -3% 139
BWAM
3163
Boyd Watterson Asset Management
Ohio
$326M -$20.8M -6% 425
VSI
3164
Verde Servicos Internacionais
Brazil
$326M +$14.2M +5% 49
SFMG
3165
Sage Financial Management Group
Virginia
$325M -$2.03M -0.6% 59
THCM
3166
Taylor Hoffman Capital Management
Virginia
$325M -$4.63M -1% 120
OFA
3167
Oak Family Advisors
Illinois
$324M -$1.94M -0.6% 110
2L
3168
25 LLC
Missouri
$324M +$9.32M +3% 74
OAP
3169
One Advisory Partners
Kansas
$324M -$7.19M -2% 79
MFA
3170
Morling Financial Advisors
California
$324M +$7.29M +2% 113
GREM
3171
Grey Rock Energy Management
Texas
$324M +$64.7M +25% 1
AC
3172
Athos Capital
Hong Kong
$324M +$75.5M +30% 50
ITIM
3173
Indiana Trust & Investment Management
Indiana
$324M -$15.3M -4% 510
QPW
3174
Quantum Private Wealth
Florida
$324M -$18.7M -5% 180
CWM
3175
Cherrydale Wealth Management
New Jersey
$324M -$5.79M -2% 83