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, 6,137 funds (~70%) 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
ML
3426
MTCO Ltd
$269M +$22.1M +9% 2
SIAS
3427
Summit Investment Advisory Services
Minnesota
$269M +$4.23M +2% 85
SCI
3428
Stableford Capital II
Arizona
$269M -$7.64M -3% 162
HIC
3429
Harbor Island Capital
Massachusetts
$269M +$8.37M +3% 16
MCP
3430
Martin Capital Partners
Oregon
$269M +$3.25M +1% 72
HFP
3431
Holistic Financial Partners
Indiana
$269M -$6.73M -2% 152
SWAG
3432
Spectrum Wealth Advisory Group
California
$269M -$3.09M -1% 61
NWMG
3433
National Wealth Management Group
Ohio
$269M -$20M -7% 262
NF
3434
Nvest Financial
New Hampshire
$268M +$27.9M +12% 142
BWA
3435
BCU Wealth Advisors
Illinois
$268M +$6.91M +3% 64
WAM
3436
Worth Asset Management
Texas
$268M +$32.4M +14% 209
CCM
3437
Colorado Capital Management
Colorado
$268M +$1.84M +0.7% 110
AC
3438
Applied Capital
Arkansas
$268M +$8.04M +3% 56
STB
3439
S&T Bank
Pennsylvania
$268M -$48.3M -15% 433
EAIC
3440
Empower Annuity Insurance Company
Connecticut
$268M -$2.95M -1% 1
PTEAP
3441
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$268M -$48.2M -15% 11
TWM
3442
TCFG Wealth Management
California
$267M +$11.5M +4% 293
PC
3443
Packer & Co
Australia
$267M -$108M -29% 11
TGI
3444
TRV GP IV
Massachusetts
$267M +$11.8M +5% 2
OPL
3445
Orland Properties Ltd
British Virgin Islands
$267M -$268M -50% 10
WAM
3446
Weinberger Asset Management
California
$267M -$10.7M -4% 97
SIA
3447
SGL Investment Advisors
Montana
$266M +$16.5M +7% 128
SAM
3448
S.A. Mason
Michigan
$266M +$13.5M +5% 279
TBT
3449
Texas Bank & Trust
Texas
$266M -$8.71M -3% 187
SEM
3450
Strategic Equity Management
Arizona
$266M -$28.9M -10% 81