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
IPWA
3601
International Private Wealth Advisors
California
$163M +$4.67M +3% 163
HCCM
3602
Hudson Canyon Capital Management
New York
$163M -$7.75M -5% 56
THC
3603
Truffle Hound Capital
Maryland
$163M -$7.67M -4% 62
CCG
3604
Catalina Capital Group
California
$163M +$87.9K +0.1% 186
KCM
3605
KRS Capital Management
Michigan
$163M -$10.8M -6% 122
PBO
3606
Peoples Bank (Ohio)
Ohio
$163M +$1.72M +1% 108
BBFA
3607
Brindle & Bay Financial Advisors
Texas
$163M +$12.7M +8% 73
KCA
3608
Kastel Capital Advisors
Massachusetts
$163M $0 0% 55
SIM
3609
SummerHaven Investment Management
Connecticut
$163M -$13.3M -8% 194
DJFS
3610
Dean Jacobson Financial Services
Texas
$163M +$5.15M +3% 21
IW
3611
Instrumental Wealth
Florida
$163M -$4.09M -2% 75
TWM
3612
TopTier Wealth Management
Wisconsin
$163M +$15.4M +10% 795
DC
3613
Dahring Cusmano
Michigan
$163M +$18.9M +13% 61
TIAM2
3614
Tru Independence Asset Management 2
Oregon
$163M +$2.8M +2% 87
BFG
3615
Buttonwood Financial Group
Missouri
$163M -$25.6M -14% 37
CWMGO
3616
Capstone Wealth Management Group (Oregon)
Oregon
$163M -$2.59M -2% 135
IIM
3617
Invariant Investment Management
Pennsylvania
$162M +$6.2M +4% 75
KCPT
3618
Kingstone Capital Partners Texas
Texas
$162M -$9.01M -5% 62
SVWA
3619
Sarver Vrooman Wealth Advisors
Missouri
$162M +$5.04M +3% 140
PCP
3620
Panoramic Capital Partners
Oregon
$162M -$734K -0.5% 65
MAG
3621
M3 Advisory Group
Massachusetts
$162M -$1.78M -1% 155
BCA
3622
Bay Capital Advisors
Virginia
$162M -$1.66M -1% 116
BC
3623
Bulwark Capital
Florida
$162M +$21.6M +15% 101
IPAM
3624
Investment Partners Asset Management
New Jersey
$162M +$1.32M +0.8% 170
MF
3625
Manuka Financial
Virginia
$162M +$844K +0.5% 57