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
ACMH
4201
Andar Capital Management (HK)
Hong Kong
$117M +$24.2M +26% 20
BCM
4202
Barden Capital Management
Texas
$117M -$4.86M -4% 62
AMG
4203
APS Management Group
California
$117M +$29.9K +0% 80
DFC
4204
DB Fitzpatrick & Co
Idaho
$117M +$4.3M +4% 113
UIA
4205
Ulland Investment Advisors
Minnesota
$117M -$8.33M -7% 224
ECM
4206
Ethos Capital Management
Pennsylvania
$117M +$10.4M +10% 57
SI
4207
Severin Investments
Missouri
$116M +$3.35M +3% 204
RCA
4208
Runnymede Capital Advisors
Ohio
$116M -$57.2M -33% 133
JBW
4209
Journey Beyond Wealth
Georgia
$116M -$9.29M -7% 31
IMC
4210
Investment Management Corporation
Virginia
$116M -$2.83M -2% 56
FC
4211
Fundamenta Capital
$116M -$29.5M -20% 17
SWM
4212
Sherman Wealth Management
Maryland
$116M +$1.28M +1% 83
WFP
4213
Worthington Financial Partners
Ohio
$116M +$3.44M +3% 108
FIT
4214
Financially in Tune
Massachusetts
$116M +$9.16M +9% 78
ARA
4215
Alexander Randolph Advisory
Virginia
$116M -$4.32M -4% 54
HFA
4216
Hershey Financial Advisers
Pennsylvania
$116M -$2.51M -2% 111
WHCFA
4217
William Howard & Co Financial Advisors
Tennessee
$116M -$2.85M -2% 57
JRFS
4218
James Reed Financial Services
Ohio
$116M -$9.26M -7% 17
TCP
4219
TSG Consumer Partners
California
$115M -$24.1M -17% 1
RLH
4220
RD Lewis Holdings
Florida
$115M -$1.64M -1% 91
NFS
4221
NewCorp Financial Services
Georgia
$115M +$2.45M +2% 54
LA
4222
LWM Advisors
California
$115M +$1.58M +1% 31
CFG
4223
Cassilly Financial Group
Maryland
$115M +$2.11M +2% 65
AAM
4224
American Asset Management
Florida
$115M -$2.71M -2% 35
PPWM
4225
Perissos Private Wealth Management
Oklahoma
$115M -$671K -0.6% 78