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
VIG
3476
Vienna Insurance Group
Poland
$262M +$57.3M +28% 31
NAG
3477
Northstar Advisory Group
New Jersey
$262M -$19.4M -7% 137
HCC
3478
Hatch Cove Capital
Illinois
$262M +$5.9M +2% 30
TW
3479
Traveka Wealth
California
$262M +$16.3M +7% 205
MWM
3480
Maltin Wealth Management
New Jersey
$262M +$10.3M +4% 150
MCS
3481
Mercuria Capital Strategies
Texas
$262M +$96.1M +58% 46
GTAM
3482
Global Trust Asset Management
Florida
$262M +$8.24M +3% 504
LIA
3483
Luken Investment Analytics
Tennessee
$261M +$7.84M +3% 406
AFC
3484
Adaptive Financial Consulting
Ohio
$261M +$4.06M +2% 18
GCM
3485
Gallacher Capital Management
Colorado
$261M +$2.03M +0.8% 385
PF
3486
Penney Financial
Texas
$261M +$1.5M +0.6% 53
NG
3487
NWK Group
California
$261M -$27.3M -9% 72
TSS
3488
Thomas Story & Son
Indiana
$261M -$8.56M -3% 54
OL
3489
Owen LaRue
Kentucky
$261M -$2.39M -0.9% 138
LCM
3490
Lunt Capital Management
Utah
$260M -$6.51M -2% 106
WI
3491
WJ Interests
Texas
$260M +$28M +12% 20
MA
3492
MBA Advisors
Pennsylvania
$260M +$12.2M +5% 150
LIM
3493
Letson Investment Management
Georgia
$260M -$12.4M -5% 104
CWA
3494
Crux Wealth Advisors
California
$260M -$8.52M -3% 190
SHCM
3495
Silver Heights Capital Management
Ontario, Canada
$260M +$8.15M +3% 5
BOC
3496
Bull Oak Capital
California
$260M +$15.4M +6% 41
HIA
3497
HFM Investment Advisors
New Jersey
$260M +$4.23M +2% 1,320
ROC
3498
Robertson Opportunity Capital
Texas
$260M -$15.6M -6% 30
MWA
3499
Miller Wealth Advisors
Colorado
$260M -$10.9M -4% 140
KC
3500
Kaleidoscope Capital
Massachusetts
$260M -$2.06M -0.8% 15