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, 4,833 funds (~55%) 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
MCS
3576
Mithaq Capital SPC
Saudi Arabia
$166M -$30.4M -15% 4
FSBI
3577
Fearless Solutions (Best Invest)
Texas
$166M +$649K +0.4% 129
FOFP
3578
Fee-Only Financial Planning
South Carolina
$166M -$5.89M -3% 44
SFCM
3579
Savoir Faire Capital Management
Connecticut
$166M -$45.4M -22% 51
SL
3580
SFM LLC
New Hampshire
$165M -$5.18M -3% 64
FHC
3581
Fort Henry Capital
West Virginia
$165M +$2.11M +1% 17
ZRP
3582
Zynergy Retirement Planning
New Jersey
$165M +$3.38M +2% 26
AMAL
3583
Asset Management Advisors LLC
Oklahoma
$165M -$6.34K -0% 19
GGA
3584
Granite Group Advisors
Connecticut
$165M -$11.2M -6% 98
BFP
3585
Brewster Financial Planning
New York
$165M +$2.6M +2% 26
WMWM
3586
Wilkins Miller Wealth Management
Alabama
$165M -$2.6M -2% 92
AAS
3587
AdviceOne Advisory Services
Connecticut
$165M -$3.96M -2% 41
OAS
3588
Optivise Advisory Services
Tennessee
$165M -$8.3M -5% 219
DWMS
3589
Dominguez Wealth Management Solutions
Virginia
$165M +$1.5M +0.9% 69
RWS
3590
Rochester Wealth Strategies
Michigan
$165M +$5.69M +4% 24
SMAM
3591
Sugar Maple Asset Management
Wisconsin
$165M +$16M +11% 98
NAM
3592
NewGen Asset Management
Ontario, Canada
$164M +$8.09M +5% 40
AH
3593
Addis & Hill
Pennsylvania
$164M -$618K -0.4% 27
GPI
3594
General Partner Inc
Pennsylvania
$164M -$12.2M -7% 169
PVAMC
3595
PPS&V Asset Management Consultants
Michigan
$164M -$8.48M -5% 42
PFS
3596
Prospect Financial Services
New York
$164M -$10.3M -6% 109
CWR
3597
Chico Wealth RIA
California
$164M +$10.2M +7% 40
GP
3598
Gridiron Partners
Pennsylvania
$164M -$11.9M -7% 60
LFA
3599
Longview Financial Advisors
Alabama
$164M +$16.5M +11% 163
BF
3600
Baring Financial
Washington
$163M -$789K -0.5% 75