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, 3,958 funds (~45%) 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
CCP
3326
Cushing Capital Partners
Wisconsin
$130M -$4.88M -4% 107
IIM
3327
Illumine Investment Management
Washington
$130M -$7.1M -5% 101
CWAI
3328
Core Wealth Advisors (Indiana)
Indiana
$130M +$3.11M +2% 35
FC
3329
Fjell Capital
North Dakota
$130M -$397K -0.3% 73
MWM
3330
M3 Wealth Management
Ohio
$130M +$7.2M +6% 35
PIC
3331
Platt Investment Counsel
Florida
$130M -$5.43M -4% 13
IVP
3332
Intrinsic Value Partners
Arizona
$130M -$3.55M -3% 70
DSC
3333
Daytona Street Capital
Missouri
$130M +$1.01M +0.8% 335
RHIG
3334
R.H. Investment Group
Arizona
$130M +$10.3M +9% 45
GCG
3335
Gilbert Capital Group
Maine
$129M -$3.64M -3% 57
OF
3336
Outfitter Financial
Maine
$129M +$2.07M +2% 83
RE
3337
Rydar Equities
Texas
$129M +$861K +0.7% 95
SRPTWM
3338
Split Rock Private Trading & Wealth Management
Minnesota
$129M +$4.39M +4% 49
BA
3339
Blueline Advisors
New Hampshire
$129M +$6.39M +5% 221
AAMG
3340
AMG Asset Management Group
Georgia
$129M +$97.8M +315% 83
BC
3341
Barnett & Company
Tennessee
$129M +$4.51M +4% 93
KAM
3342
Kopion Asset Management
Texas
$129M -$11.3M -8% 20
WWM
3343
Woodside Wealth Management
Massachusetts
$128M -$5.98M -4% 84
GPCM
3344
Guardsman Private Capital Management
Florida
$128M +$2.53M +2% 43
FPFC
3345
Financial Planning Fort Collins
Colorado
$128M +$14M +12% 33
AUIM
3346
Aegon USA Investment Management
Iowa
$128M -$13.7M -10% 46
YG
3347
York GP
Cayman Islands
$128M +$49.7M +64% 2
TR
3348
Tepp RIA
New Jersey
$128M +$26.6M +26% 47
SCFS
3349
Stewardship Concepts Financial Services
Washington
$128M +$9.06M +8% 63
WCM
3350
WLTH Capital Management
Arizona
$128M -$1.68M -1% 26