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
CIG
3201
Cairn Investment Group
Washington
$201M -$9.54M -5% 67
CE
3202
Cornerstone Enterprises
Wisconsin
$201M -$7.94M -4% 39
AIM
3203
Ausbil Investment Management
Australia
$201M +$25M +14% 76
TM
3204
Torren Management
California
$201M +$5.01M +3% 1,495
LWMI
3205
Legacy Wealth Management (Idaho)
Idaho
$201M -$7.95M -4% 1,076
FFL
3206
Financial Freedom LLC
Ohio
$201M -$687K -0.3% 437
LI
3207
Latigo Investments
Florida
$201M -$2.47M -1% 14
EHWM
3208
Eads & Heald Wealth Management
Georgia
$201M -$5.98M -3% 143
FIA
3209
FPC Investment Advisory
California
$201M +$18M +10% 35
TWCM
3210
True Wind Capital Management
California
$200M -$61.2M -23% 2
WB
3211
West Bancorporation
Iowa
$200M +$9.58M +5% 106
MLRA
3212
Main Line Retirement Advisors
Montana
$200M +$2.71M +1% 48
AF
3213
AGP Franklin
Tennessee
$200M -$13M -6% 104
GAAM
3214
Guinness Atkinson Asset Management
California
$200M -$12.1M -6% 126
CC
3215
Constitution Capital
Connecticut
$200M -$11.4M -5% 67
BAM
3216
Bellevue Asset Management
Washington
$200M -$109M -35% 503
AWM
3217
Allen Wealth Management
North Carolina
$200M +$33.6M +20% 63
TCM
3218
Tandem Capital Management
New Jersey
$200M -$20.1M -9% 120
CCM
3219
Charter Capital Management
Wisconsin
$200M +$6.06M +3% 71
ACA
3220
Arena Capital Advisors
California
$200M +$34.3M +21% 25
BHA
3221
Beech Hill Advisors
New York
$200M -$9.3M -4% 96
SCM
3222
Sitrin Capital Management
California
$200M -$11.2M -5% 41
SWMP
3223
Signature Wealth Management Partners
New Jersey
$199M -$2.83M -1% 123
COA
3224
Crown Oak Advisors
California
$199M -$11.5M -5% 23
FCC
3225
Flower City Capital
New York
$199M +$3.27M +2% 47