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
CC
3726
Climber Capital
Switzerland
$153M -$829K -0.5% 70
EG
3727
Ellerson Group
Maryland
$153M +$4.78M +3% 62
CMMS
3728
Comprehensive Money Management Services
Florida
$152M +$7.41M +5% 196
TTIC
3729
Tower Trust & Investment Company
Iowa
$152M -$6.58M -4% 216
SFG
3730
Somnio Financial Group
Connecticut
$152M +$941K +0.6% 14
SOWBOCOPL
3731
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$152M -$2.77M -2% 6
SMWM
3732
Silvia McColl Wealth Management
California
$152M +$1.41M +0.9% 122
ANHIM
3733
Alan N. Hoffman Investment Management
Massachusetts
$152M -$25.7M -14% 15
GCWM
3734
Guided Capital Wealth Management
Texas
$152M +$8.89M +6% 39
HPBT
3735
Hickory Point Bank & Trust
Illinois
$152M +$13.7M +10% 456
KCM
3736
Key Capital Management
Tennessee
$151M +$50.5M +50% 767
PCM
3737
Palouse Capital Management
Washington
$151M -$4.83M -3% 175
HTWM
3738
Hartmann Taylor Wealth Management
Texas
$151M +$3.09M +2% 55
BA
3739
Brightwater Advisory
Florida
$151M +$3.19M +2% 61
MWA
3740
Merkkuri Wealth Advisors
New York
$151M +$4.13M +3% 399
MWS
3741
MFA Wealth Services
California
$151M +$3.05M +2% 126
APMC
3742
Alta Partners Management Company
Wyoming
$151M +$47.4M +46% 2
MEAC
3743
M.E. Allison & Co
Texas
$151M +$3.69M +3% 198
SHF
3744
Stage Harbor Financial
Massachusetts
$151M +$2.46M +2% 64
FWM
3745
Fingerlakes Wealth Management
New York
$151M -$6.54M -4% 99
CCM
3746
Crew Capital Management
Ohio
$151M -$8.09M -5% 114
BDS
3747
Banco de Sabadell
Florida
$151M -$2.7M -2% 66
CAM
3748
Crown Advisors Management
California
$151M -$1.37M -0.9% 47
CCM
3749
Cox Capital Management
Massachusetts
$151M -$10.3M -6% 75
ICMP
3750
Integrated Capital Management (Pennsylvania)
Pennsylvania
$150M -$18.3K -0% 62