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
NA
4251
Nestegg Advisors
New York
$114M -$3.21M -3% 54
BVP
4252
Bristlecone Value Partners
California
$114M +$27M +31% 68
BWM
4253
Bosman Wealth Management
California
$114M -$8.13M -7% 66
MPIA
4254
Milestones Private Investment Advisors
New York
$114M -$31.9M -22% 120
EBA
4255
Eagle Bay Advisors
New York
$113M -$23.6M -17% 272
TIM
4256
Titan Investment Management
Indiana
$113M +$3.57M +3% 45
ICCFGIA
4257
IDG China Capital Fund GP III Associates
China
$113M +$8.94M +9% 2
HIFS
4258
Hingham Institution for Savings
Massachusetts
$113M -$8.88M -7% 16
ACM
4259
Andina Capital Management
Utah
$113M -$52.3M -32% 182
MIA
4260
MeadowBrook Investment Advisors
Michigan
$113M -$4.3M -4% 205
CWM
4261
Cooke Wealth Management
California
$113M -$1.7M -1% 38
OP
4262
Oath Planning
Oklahoma
$113M +$11.2M +11% 71
BI
4263
BluePrint Investing
California
$113M +$960K +0.9% 25
AIC
4264
Argus Investors Counsel
New York
$112M -$12.7M -10% 116
KC
4265
Katamaran Capital
United Kingdom
$112M -$19.8M -15% 45
PC
4266
Parrish Capital
Georgia
$112M +$1.79M +2% 87
AHIA
4267
Andrew Hill Investment Advisors
Florida
$112M -$19.1M -15% 63
NCTC
4268
New Covenant Trust Company
Indiana
$112M +$1.19M +1% 101
GW
4269
Graetz Wealth
Michigan
$112M +$2.18M +2% 87
WA
4270
Waystone Advisors
Washington
$112M -$4.68M -4% 119
RTM
4271
Red Tree Management
California
$112M +$2.8M +3% 3
OCA
4272
Odyssey Capital Advisors
Pennsylvania
$112M -$938K -0.8% 99
LMFP
4273
Larry Mathis Financial Planning
Arizona
$112M -$1.81M -2% 177
LP
4274
LB Partners
Virginia
$112M +$3.19M +3% 39
AFP
4275
ATLas Financial Planning
Georgia
$112M +$9.61M +9% 69