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, 6,249 funds (~71%) 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
TCP
3276
TMB Capital Partners
Arkansas
$297M +$4.98M +2% 182
FFS
3277
Fischer Financial Services
Pennsylvania
$297M -$80.6M -21% 65
PMIM
3278
Prudent Man Investment Management
Colorado
$297M -$118K -0% 169
RWPA
3279
Richard W. Paul & Associates
Michigan
$297M -$4.07M -1% 306
CIC
3280
Concord Investment Counsel
California
$297M -$11M -4% 43
NRC
3281
New Republic Capital
North Carolina
$297M -$78.1M -21% 386
JCM
3282
Jacobsen Capital Management
Utah
$296M -$10M -3% 134
RLIM
3283
Red Lighthouse Investment Management
New York
$296M +$16.7M +6% 117
FBT
3284
First Bankers Trust
Kentucky
$296M -$1.44M -0.5% 152
VWM
3285
Vigilare Wealth Management
Arizona
$296M -$1.36M -0.5% 132
RSA
3286
River Street Advisors
Illinois
$296M +$29.1M +11% 186
TF
3287
Tandem Financial
Colorado
$296M +$213M +257% 102
CFGA
3288
Cambridge Financial Group (Arizona)
Arizona
$295M +$7.71M +3% 181
RHP
3289
Royal Harbor Partners
Texas
$295M -$7.16M -2% 61
MSWM
3290
Master's Wealth Management
Pennsylvania
$295M +$17.2M +6% 86
KNFPWM
3291
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$295M +$6.32M +2% 86
MFC
3292
Morris Financial Concepts
South Carolina
$295M +$9.02M +3% 199
PC
3293
Permit Capital
Pennsylvania
$294M -$27M -8% 19
BIC
3294
B&I Capital
Switzerland
$294M +$12.9M +5% 28
TJHA
3295
Thomas J. Herzfeld Advisors
Florida
$294M -$1.55M -0.5% 132
PCI
3296
Pacifica Capital Investments
Texas
$294M -$73.3M -20% 15
DMBA
3297
Deseret Mutual Benefit Administrators
Utah
$294M +$59.2M +25% 512
MEPT
3298
Missouri Education Pension Trust
Missouri
$294M -$55.9M -16% 2
HAG
3299
HF Advisory Group
Maryland
$293M +$6.81M +2% 175
CWA
3300
Consilium Wealth Advisory
Texas
$293M +$22.2M +8% 109