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
MIM
3301
Montgomery Investment Management
Maryland
$293M +$15.2M +5% 104
FI
3302
Firetrail Investments
Australia
$293M -$12.1M -4% 29
RFP
3303
Roth Financial Partners
Texas
$293M -$10.3M -3% 33
FWP
3304
Family Wealth Partners
North Carolina
$293M +$15.4M +6% 112
SG
3305
Sharper & Granite
California
$293M +$8.8M +3% 108
CW
3306
Curio Wealth
Maryland
$293M +$10.3M +4% 1,298
WFS
3307
Walker Financial Services
Kentucky
$292M +$16.4M +6% 44
BCM
3308
Barometer Capital Management
Ontario, Canada
$292M -$123M -30% 185
NIM
3309
Nicollet Investment Management
Minnesota
$292M -$24M -8% 77
BFS
3310
Burkett Financial Services
South Carolina
$292M -$1.22M -0.4% 257
WF
3311
Warner Financial
Maryland
$292M +$3.53M +1% 136
BCIM
3312
Bishop & Co Investment Management
Pennsylvania
$292M -$10.4M -3% 29
MAG
3313
Members Advisory Group
New York
$292M +$26.3M +10% 45
CP
3314
Canopy Partners
Ohio
$291M -$15.5M -5% 265
CIM
3315
Capital Investment Management
Missouri
$291M +$5.23M +2% 132
KCFA
3316
Key Client Fiduciary Advisors
New Jersey
$291M +$2.19M +0.8% 218
WAG
3317
Wilkerson Advisory Group
Missouri
$291M +$7.06M +2% 656
DP
3318
Denver PWM
Colorado
$291M -$8.51M -3% 92
DWM
3319
Denver Wealth Management
Colorado
$291M +$8.47M +3% 108
BC
3320
Barrett & Company
Rhode Island
$291M -$9.21M -3% 679
OAM
3321
Oak Asset Management
California
$290M -$2.76M -0.9% 111
EA
3322
Everpar Advisors
Oklahoma
$290M +$20.8M +8% 305
ACG
3323
Arch Capital Group
Bermuda
$290M -$1.87M -0.6% 4
ODFS
3324
O'Donnell Financial Services
California
$290M -$2.19M -0.7% 64
FFA
3325
Fairfield Financial Advisors
Massachusetts
$290M -$16.6M -5% 75