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
BSCCG
4001
Blue Sky Capital Consultants Group
California
$210M -$19.2M -8% 84
RWRC
4002
R.W. Roge & Company
New York
$210M +$7.21M +4% 67
CIA
4003
Citadel Investment Advisory
Ohio
$210M -$21.9M -9% 79
LIA
4004
Lynx Investment Advisory
District of Columbia
$209M +$26M +14% 197
GCM
4005
Glynn Capital Management
California
$209M -$81.9M -28% 48
CCM
4006
Campbell Capital Management
Florida
$209M -$86.4M -29% 52
BFF
4007
Byrne Financial Freedom
Massachusetts
$209M -$8.96M -4% 111
AIC
4008
Allodium Investment Consultants
Minnesota
$209M +$11.5M +6% 53
BCA
4009
Bernzott Capital Advisors
California
$209M -$1.52M -0.7% 43
MIM
4010
Marshall Investment Management
Colorado
$208M +$9.4M +5% 277
SIAM
4011
Sterling Investment Advisors (Missouri)
Missouri
$208M +$1.8M +0.9% 40
EM
4012
ELCO Management
New York
$208M +$49.8M +31% 178
SPFA
4013
Summit Place Financial Advisors
New Jersey
$208M +$1.77M +0.9% 115
GP
4014
Geneva Partners
Wisconsin
$208M -$72.6M -26% 84
SWM
4015
Steinberganna Wealth Management
New York
$208M -$5.27M -2% 143
ASBI
4016
American State Bank (Iowa)
Iowa
$208M +$221K +0.1% 139
EPG
4017
Estate Planners Group
Pennsylvania
$208M -$22.5M -10% 481
CRC
4018
Catawba River Capital
South Carolina
$208M -$16.8M -7% 24
WI
4019
Wealth Intelligence
Georgia
$208M +$6.44M +3% 66
FHWM
4020
Fox Hill Wealth Management
Massachusetts
$208M -$7.28M -3% 124
HB
4021
Horizon Bancorp
Indiana
$208M +$2.44M +1% 213
BC
4022
BDFS Capital
Delaware
$208M +$9.66M +5% 148
BWM
4023
Birchcreek Wealth Management
Ohio
$208M +$4.03M +2% 121
BS
4024
Brighton Securities
New York
$208M +$4.98M +2% 54
RIM
4025
Reliant Investment Management
Tennessee
$207M -$39.2M -16% 60