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
WCM
4426
Weber Capital Management
California
$100M -$5.8M -5% 14
RBDF
4427
Robert B. Daugherty Foundation
Nebraska
$100M -$598K -0.6% 1
HCM
4428
Hicks Capital Management
Ohio
$100M +$699K +0.7% 38
OIS
4429
OneAscent Investment Solutions
Alabama
$100M +$5.56M +6% 133
AVI
4430
Asset Value Investors
United Kingdom
$99.6M -$17.5M -15% 3
MBC
4431
Michael Brady & Co
Ohio
$99.5M -$661K -0.7% 55
RIG
4432
Ramiah Investment Group
Wisconsin
$99.5M -$2.66M -3% 38
BAM
4433
Banta Asset Management
California
$99.5M -$10.2M -9% 20
PBK
4434
Peoples Bank (Kansas)
Kansas
$99.4M -$79.6K -0.1% 103
CCM
4435
Capstone Capital Management
$99.3M -$4.85M -5% 136
PFG
4436
Putney Financial Group
California
$99.3M -$7.71M -7% 88
IA
4437
Invested Advisors
Pennsylvania
$99M +$2.47M +3% 145
CW
4438
Cedarwood Wealth
Colorado
$99M +$9.25M +10% 81
OCM
4439
Objective Capital Management
Ohio
$99M +$767K +0.8% 100
TY
4440
Titiun Yejiel
$98.8M +$17.5M +22% 60
WF
4441
Willow Financial
Arkansas
$98.7M +$349K +0.4% 47
MM
4442
Mozayyx Management
Texas
$98.6M -$28.8M -23% 19
KC
4443
Karras Company
Utah
$98.6M -$3.94M -4% 63
WPWM
4444
Western Pacific Wealth Management
Illinois
$98.4M -$4.9M -5% 202
SCA
4445
Sulzberger Capital Advisors
Florida
$98M -$1.02M -1% 53
TF
4446
Thayer Financial
North Carolina
$98M +$3.37M +4% 33
AAL
4447
Advisory Advocates, LLC
Michigan
$97.9M -$2.63M -3% 181
ECM
4448
Ebert Capital Management
California
$97.9M -$5.49M -5% 26
WHC
4449
Wulff, Hansen & Co
California
$97.9M -$21.3M -18% 104
GH
4450
GLP Holdings
Georgia
$97.7M -$7.28M -7% 4