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, 5,415 funds (~62%) 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
SI
4751
Stirlingshire Investments
New York
$114M +$1.32M +1% 221
LRWM
4752
Lord & Richards Wealth Management
Colorado
$114M -$2.45M -2% 53
MWML
4753
MAIMON WEALTH MANAGEMENT LTD.
Israel
$114M +$6.35M +6% 78
CH
4754
CDKV Holdings
Colorado
$114M -$5.63M -5% 284
CW
4755
CrossGen Wealth
North Carolina
$114M +$339K +0.3% 209
NA
4756
Nestegg Advisors
New York
$114M -$3.21M -3% 54
BVP
4757
Bristlecone Value Partners
California
$114M +$27M +31% 68
BWM
4758
Bosman Wealth Management
California
$114M -$8.13M -7% 66
MPIA
4759
Milestones Private Investment Advisors
New York
$114M -$31.9M -22% 120
EBA
4760
Eagle Bay Advisors
New York
$113M -$23.6M -17% 272
TIM
4761
Titan Investment Management
Indiana
$113M +$3.57M +3% 45
ICCFGIA
4762
IDG China Capital Fund GP III Associates
China
$113M +$8.94M +9% 2
HIFS
4763
Hingham Institution for Savings
Massachusetts
$113M -$8.88M -7% 16
SFP
4764
Sherwood Financial Partners
California
$113M -$2.92M -3% 8
ACM
4765
Andina Capital Management
Utah
$113M -$52.3M -32% 182
MIA
4766
MeadowBrook Investment Advisors
Michigan
$113M -$4.3M -4% 205
ML
4767
MSRH LLC
New York
$113M +$23.3M +26% 33
CWM
4768
Cooke Wealth Management
California
$113M -$1.7M -1% 38
GCWM
4769
Graham Capital Wealth Management
District of Columbia
$113M +$3.78M +3% 71
OP
4770
Oath Planning
Oklahoma
$113M +$11.2M +11% 71
BI
4771
BluePrint Investing
California
$113M +$960K +0.9% 25
AIC
4772
Argus Investors Counsel
New York
$112M -$12.7M -10% 116
KC
4773
Katamaran Capital
United Kingdom
$112M -$19.8M -15% 45
PC
4774
Parrish Capital
Georgia
$112M +$1.79M +2% 87
AHIA
4775
Andrew Hill Investment Advisors
Florida
$112M -$19.1M -15% 63