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, 5,507 funds (~63%) 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
SAMC
5226
Spectrum Asset Management (Connecticut)
Connecticut
$50M -$29.4M -37% 4
AP
5227
AlpInvest Partners
Netherlands
$49.7M -$14.5M -23% 13
SRF
5228
Silver Rock Financial
California
$49.7M -$6.26M -11% 25
CFG
5229
CMC Financial Group
Georgia
$49.4M -$6.68M -12% 49
FWM
5230
FLP Wealth Management
Arkansas
$48.5M +$6.29M +15% 79
PFA
5231
Portland Financial Advisors
New York
$48.1M +$1.06M +2% 82
RP
5232
Regeneron Pharmaceuticals
New York
$47.9M +$14.1M +42% 2
IDBONY
5233
Israel Discount Bank of New York
New York
$45.6M +$8.83M +24% 41
NA
5234
Novus Advisors
South Carolina
$44.7M -$27.6K -0.1% 50
OC
5235
Optimas Capital
Hong Kong
$44.5M -$10.2M -19% 21
CTC
5236
Corundum Trust Company
South Dakota
$43.8M -$133K -0.3% 56
EPM
5237
Equitec Proprietary Markets
Illinois
$43.3M +$22.5M +109% 73
PCM
5238
Praxis Capital Management
Illinois
$42.8M +$14.9M +53% 44
GC
5239
Gruss & Co
Florida
$42.8M -$2.67M -6% 42
FDGI
5240
FINANCIAL DISCOVERY GROUP INC
Georgia
$42.8M 16
ACM
5241
Altium Capital Management
New York
$42M +$16.7M +66% 20
SIM
5242
Spark Investment Management
New York
$41.6M +$1.44M +4% 34
LSA
5243
Liberty Street Advisors
New York
$41.4M -$18.4M -31% 5
CGIM
5244
Cannon Global Investment Management
Florida
$41.3M +$3.59M +10% 107
MUMSS
5245
Mitsubishi UFJ Morgan Stanley Securities
Japan
$40.7M -$22.9M -36% 180
CPCM
5246
Cornerstone Partners Capital Management
Virginia
$40.3M +$4.01M +11% 8
CIC
5247
Cincinnati Indemnity Company
Ohio
$40.3M +$395K +1% 11
EV
5248
Eclipse Ventures
California
$39.6M -$85.1M -68% 1
TCM
5249
TCG Capital Management
California
$39.4M -$3.13M -7% 1
CPM
5250
Connective Portfolio Management
New York
$36.9M -$18.6M -33% 47