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, 6,136 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
JHWEPV
3751
J.H. Whitney Equity Partners VII
Connecticut
$233M -$62.7M -21% 1
EIA
3752
Eastover Investment Advisors
North Carolina
$233M +$5.99M +3% 52
BH
3753
Burk Holdings
Oklahoma
$233M +$23.7M +11% 675
CKAIS
3754
Christensen King & Associates Investment Services
Washington
$233M -$1.26M -0.5% 108
NTIC
3755
Napean Trading & Investment Company
Singapore
$233M -$281M -55% 37
CCC
3756
Chelsea Counsel Company
California
$233M -$6.52K -0% 238
EML
3757
Eos Management LP
New York
$233M -$24M -9% 48
LWM
3758
Lakeridge Wealth Management
Ohio
$233M +$12.6M +6% 171
NFG
3759
Northbridge Financial Group
Florida
$232M +$9.63M +4% 173
CCM
3760
Cambridge Capital Management
Illinois
$232M +$9.4M +4% 45
BCM
3761
Banyan Capital Management
Georgia
$232M +$1.97M +0.9% 58
DTC
3762
Davidson Trust Company
Washington
$232M -$7.84M -3% 183
SOAG
3763
Silver Oak Advisory Group
Oregon
$232M +$10.7M +5% 81
RWS
3764
Resolute Wealth Strategies
Mississippi
$232M +$3.67M +2% 123
WA
3765
Westfuller Advisors
New York
$232M -$15.6M -6% 799
BA
3766
Baugh & Associates
Georgia
$232M +$28.2M +14% 45
RWMG
3767
Redwood Wealth Management Group
New Jersey
$232M -$7.52M -3% 197
SFP
3768
Strategic Financial Partners
Oregon
$232M +$550K +0.2% 88
DCM
3769
DG Capital Management
New York
$231M +$107M +86% 23
CSA
3770
Cottage Street Advisors
Massachusetts
$231M -$5.27M -2% 147
CBOA
3771
Commonwealth Bank of Australia
Australia
$231M -$279M -55% 2
CFS
3772
Compass Financial Services
Iowa
$231M -$1.14M -0.5% 297
MWM
3773
Massachusetts Wealth Management
Massachusetts
$231M +$15.8M +7% 99
CPL
3774
Corecam Pte Ltd
$231M +$42.3M +22% 82
CC
3775
Citrine Capital
California
$231M +$15.2M +7% 61