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
EPIM
3626
Equinox Partners Investment Management
Connecticut
$245M +$53.9M +28% 13
CI
3627
Cooper Investors
Australia
$245M -$55.6M -18% 52
SERBOO
3628
School Employees Retirement Board of Ohio
Ohio
$245M +$40.6M +20% 6
SVWG
3629
Shared Vision Wealth Group
United States
$245M -$1.84M -0.7% 106
MAG
3630
MRA Advisory Group
New Jersey
$245M +$6.77M +3% 147
EF
3631
Exeter Financial
Arizona
$245M +$9.75M +4% 99
MPW
3632
Melone Private Wealth
Michigan
$245M +$9.05M +4% 63
AP
3633
Aspect Partners
Virginia
$245M +$16.2M +7% 744
LAM
3634
Lewis Asset Management
California
$245M -$978K -0.4% 218
OCFG
3635
O'Connor Financial Group
Illinois
$244M -$6.36M -3% 59
IAMOG
3636
Investors Asset Management of Georgia
Georgia
$244M +$2.46M +1% 191
CA
3637
Cresta Advisors
Texas
$244M +$5.7M +2% 169
AWG
3638
Altus Wealth Group
Colorado
$244M -$6.19M -2% 151
BB
3639
Burford Brothers
Texas
$244M +$1.69M +0.7% 188
OGF
3640
Orin Green Financial
California
$244M -$6.2M -2% 80
AWM
3641
AAF Wealth Management
Massachusetts
$244M +$6.64M +3% 56
RSC
3642
Red Spruce Capital
Pennsylvania
$244M -$7.29M -3% 99
JAM
3643
JW Asset Management
Florida
$244M -$63.7M -21% 20
YP
3644
YANKCOM Partnership
South Dakota
$243M +$8.02M +3% 411
HBS
3645
Howard Bailey Securities
Indiana
$243M -$10.6M -4% 156
SC
3646
Schulhoff & Co
Ohio
$243M +$5.63M +2% 137
QHA
3647
Quarry Hill Advisors
Minnesota
$243M +$27.9M +13% 52
SWM
3648
SFG Wealth Management
Maryland
$243M -$11.6M -5% 143
CP
3649
Creekside Partners
California
$243M +$6.27M +3% 186
W
3650
WealthCollab
Washington
$243M -$1.47M -0.6% 1,090