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
LCM
3226
LCM Capital Management
Illinois
$199M -$7.6M -4% 116
PCM
3227
Prospera Capital Management
Arizona
$199M +$1.11M +0.6% 45
AAG
3228
Asset Advisory Group
New Jersey
$199M -$892K -0.4% 121
PIM
3229
Pullen Investment Management
Florida
$199M +$9.31M +5% 105
DCM
3230
Dilation Capital Management
New York
$199M -$18.3M -8% 28
AS
3231
Akuna Securities
Illinois
$199M -$59.6M -23% 18
FF
3232
Friedenthal Financial
New Jersey
$199M +$5.03M +3% 326
CASB
3233
Cape Ann Savings Bank
Massachusetts
$199M +$4.16M +2% 124
DEM
3234
Disciplined Equity Management
Florida
$199M +$6M +3% 65
PMIA
3235
Patrick Mauro Investment Advisor
Illinois
$199M +$7.68M +4% 43
GPW
3236
Gray Private Wealth
Massachusetts
$199M -$5.93M -3% 52
SPWG
3237
Sage Private Wealth Group
Illinois
$199M +$12.7M +7% 99
STA
3238
Smith Thornton Advisors
Alabama
$199M +$1.99M +1% 133
TLC
3239
True Light Capital
$198M -$23.8M -11% 8
SCM
3240
Spring Capital Management
Texas
$198M +$220K +0.1% 49
HIW
3241
Holos Integrated Wealth
Pennsylvania
$198M +$18.5M +10% 420
PD
3242
Planning Directions
Pennsylvania
$198M -$846K -0.4% 110
AZ
3243
Alpha Zero
Florida
$198M +$14.5M +8% 81
CAM
3244
Clarity Asset Management
Iowa
$198M +$15.8M +9% 309
EMC
3245
Everest Management Corp
California
$197M +$18.1M +10% 75
CSI
3246
Cross Staff Investments
New York
$197M +$15.9M +9% 137
PFMU
3247
Privium Fund Management (UK)
United Kingdom
$197M +$63.5M +47% 26
EFSCE
3248
Enterprise Financial Services Corp (EFSC)
Missouri
$197M +$348K +0.2% 179
GL
3249
Gildi lifeyrissjodur
$197M -$23.9M -11% 2
SFG
3250
Socha Financial Group
New York
$197M -$7.79M -4% 15