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
BI
3526
BluePrint Investing
California
$113M +$960K +0.9% 25
AIC
3527
Argus Investors Counsel
New York
$112M -$12.7M -10% 116
KC
3528
Katamaran Capital
United Kingdom
$112M -$19.8M -15% 45
PC
3529
Parrish Capital
Georgia
$112M +$1.79M +2% 87
AHIA
3530
Andrew Hill Investment Advisors
Florida
$112M -$19.1M -15% 63
NCTC
3531
New Covenant Trust Company
Indiana
$112M +$1.19M +1% 101
GW
3532
Graetz Wealth
Michigan
$112M +$2.18M +2% 87
WA
3533
Waystone Advisors
Washington
$112M -$4.68M -4% 119
RTM
3534
Red Tree Management
California
$112M +$2.8M +3% 3
OCA
3535
Odyssey Capital Advisors
Pennsylvania
$112M -$938K -0.8% 99
LMFP
3536
Larry Mathis Financial Planning
Arizona
$112M -$1.81M -2% 177
LP
3537
LB Partners
Virginia
$112M +$3.19M +3% 39
AFP
3538
ATLas Financial Planning
Georgia
$112M +$9.61M +9% 69
BF
3539
Benchmark Financial
Delaware
$111M +$11.1M +11% 53
WWMP
3540
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$111M +$10.1M +10% 130
KSB
3541
Kennebec Savings Bank
Maine
$111M -$4.39M -4% 256
CA
3542
Corecam AG
$111M +$11.7M +12% 74
AWS
3543
Alliance Wealth Strategies
Virginia
$111M +$4.67M +4% 66
RF
3544
Roxbury Financial
New Jersey
$111M -$235K -0.2% 410
FFG
3545
Fortune Financial Group
Florida
$111M +$9.4M +9% 109
BI
3546
Bolthouse Investments
California
$111M -$1.87M -2% 75
FF
3547
Frankly Finances
Florida
$110M +$5.05M +5% 65
CCI
3548
Credit Capital Investments
New Jersey
$110M +$3.97M +4% 51
FGC
3549
First Growth Capital
Maryland
$110M -$2.5M -2% 130
OWA
3550
OakTrust Wealth Advisors
Connecticut
$110M +$1.47M +1% 72