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
SM
3976
Salzhauer Michael
$212M -$13.3M -6% 86
SFB
3977
STAR Financial Bank
Indiana
$212M +$16.2M +8% 119
FCFC
3978
First Citizens Financial Corp
Iowa
$212M +$9.39M +5% 136
AIA
3979
Arcadia Investment Advisors
Idaho
$212M -$3.14M -1% 83
AWAP
3980
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$212M +$2.68M +1% 155
KG
3981
Kieckhefer Group
Wisconsin
$212M +$1.52M +0.7% 61
HWM
3982
HRC Wealth Management
Idaho
$212M +$2.87M +1% 60
AWP
3983
Avid Wealth Partners
Texas
$212M +$6.87M +3% 74
PC
3984
Powers Capital
California
$212M -$10.5M -5% 2
SGWM
3985
Sterling Group Wealth Management
California
$211M +$4.82M +2% 59
KIG
3986
Kessler Investment Group
Indiana
$211M -$26.1M -11% 101
PFSC
3987
Peoples Financial Services Corp
Pennsylvania
$211M -$3.26M -2% 278
AIFS
3988
A&I Financial Services
Colorado
$211M +$556K +0.3% 85
RF
3989
RHS Financial
California
$211M +$6.22M +3% 158
SRCM
3990
Signature Resources Capital Management
California
$211M +$13.2M +7% 803
NSB
3991
Norway Savings Bank
Maine
$211M -$5.29M -2% 108
BSAM
3992
Blue Square Asset Management
New York
$211M -$14.6M -7% 75
MWM
3993
MTC Wealth Management
Florida
$211M -$2.59M -1% 13
CIA
3994
Cohen Investment Advisors
New Hampshire
$210M -$7.03M -3% 79
IWP
3995
Innova Wealth Partners
Pennsylvania
$210M +$12.1M +6% 172
FSA
3996
Financial Services Advisory
Maryland
$210M -$67.9M -24% 79
ESC
3997
Eurizon SLJ Capital
$210M -$42.1M -17% 189
CA
3998
CWC Advisors
Oregon
$210M +$3.01M +1% 160
TP
3999
Thayer Partners
Pennsylvania
$210M +$4.42M +2% 95
CGH
4000
CMG Global Holdings
Texas
$210M -$15.4M -7% 99