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
TPCM
4126
Templeton & Phillips Capital Management
Tennessee
$123M -$27.5M -18% 61
BSTWA
4127
Blake Schutter Theil Wealth Advisors
Ohio
$123M +$1.06M +0.9% 117
ACMA
4128
Arbor Capital Management (Alaska)
Alaska
$123M +$3.37M +3% 105
FF
4129
Fox Financial
Pennsylvania
$123M -$2.89M -2% 12
CWD
4130
Clarity Wealth Development
Oregon
$123M +$4.31M +4% 47
LCG
4131
Lakeshore Capital Group
Illinois
$123M -$2.46M -2% 78
AA
4132
ArborFi Advisors
Michigan
$122M -$702K -0.6% 51
SG
4133
Sankala Group
Colorado
$122M -$2.63M -2% 581
FFG
4134
First Financial Group
North Carolina
$122M +$4.94M +4% 80
SB
4135
Semitam Bonam
New York
$122M +$2.3M +2% 47
AWM
4136
Athena Wealth Management
Nevada
$122M +$19.3M +19% 121
KGC
4137
Kennon-Green & Company
Ohio
$122M -$3.91M -3% 41
PWP
4138
PrairieView Wealth Partners
Illinois
$122M +$11.8M +11% 31
MFC
4139
Miramar Fiduciary Corp
Nevada
$122M -$7.27M -6% 5
TFS
4140
Targeted Financial Services
Florida
$122M +$5.84M +5% 55
PLC
4141
Peapod Lane Capital
New York
$122M +$4.36M +4% 68
PWM
4142
Peak Wealth Management
New Hampshire
$122M +$2.24M +2% 56
WRCM
4143
Western Reserve Capital Management
Ohio
$122M +$14.6M +14% 51
SO
4144
Sierra Ocean
California
$122M +$1.01M +0.8% 62
AVA
4145
Atlas Venture Advisors
Massachusetts
$122M -$70M -37% 3
RCWM
4146
Red Crane Wealth Management
California
$122M -$749K -0.6% 73
FF
4147
Farnam Financial
Arizona
$122M -$11.4M -9% 56
CCM
4148
CFO Capital Management
Connecticut
$121M -$12M -9% 119
BJF
4149
Blue Jean Financial
New York
$121M -$1.79M -1% 96
CIM
4150
Chapman Investment Management
California
$121M -$15.5M -11% 28