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
GF
3926
GGM Financials
Ohio
$217M +$11.5M +6% 247
CWM
3927
Collaborative Wealth Management
Florida
$217M -$66.6M -23% 248
MCM
3928
M1 Capital Management
Michigan
$217M -$22.6M -9% 116
CS
3929
Capital Square
Tennessee
$217M +$20.9M +11% 259
SFC
3930
Sprinkle Financial Consultants
Colorado
$217M +$20M +10% 102
MSS
3931
Mitchell Sinkler & Starr
Pennsylvania
$217M -$4.72M -2% 145
AIM
3932
Alhambra Investment Management
Florida
$217M +$1.59M +0.7% 183
ONSWM
3933
Old North State Wealth Management
North Carolina
$216M +$3.39M +2% 124
PP
3934
Postrock Partners
Oregon
$216M -$14M -6% 85
MSWM
3935
Mader & Shannon Wealth Management
Missouri
$216M +$12M +6% 24
SIF
3936
State Insurance Fund
New York
$216M -$11.3M -5% 1
VIP
3937
Viewpoint Investment Partners
Alberta, Canada
$216M +$5.82M +3% 107
BPW
3938
BlueDoor Private Wealth
Massachusetts
$216M -$809K -0.4% 153
MMHP
3939
Murphy Middleton Hinkle & Parker
Georgia
$216M +$9.09M +4% 225
LIWM
3940
Long Island Wealth Management
New York
$216M +$4.15M +2% 91
HCP
3941
Hardin Capital Partners
South Carolina
$216M +$3.88M +2% 146
OC
3942
Optima Capital
Oregon
$215M -$15.5M -7% 1,415
EFS
3943
Econ Financial Services
Pennsylvania
$215M +$15.9M +8% 105
AMIM
3944
Aull & Monroe Investment Management
Alabama
$215M +$15.7M +8% 128
PRRFG
3945
Paul R. Ried Financial Group
Washington
$215M +$3.35M +2% 44
CWP
3946
Core Wealth Partners
California
$215M -$7.04M -3% 182
VFG
3947
V2 Financial group
Illinois
$215M +$11.7M +6% 112
CCA
3948
Clarity Capital Advisors
Florida
$215M +$14.6M +7% 97
PWG
3949
Private Wealth Group
Florida
$214M +$6M +3% 72
ALS
3950
Andrew L. Share
$214M +$16.3M +8% 18