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, 6,656 funds (~76%) 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
SA
6251
SL Advisors
New Jersey
$59.1M +$10.2M +21% 32
QWM
6252
QP Wealth Management
New Jersey
$58.4M -$55.1M -49% 118
VERPAI
6253
Virginia Estate & Retirement Planning Advisors Inc.
Virginia
$57.2M 159
SWCM
6254
Sullivan Wood Capital Management
District of Columbia
$57.1M -$9.18M -14% 24
TFIAP
6255
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$56.2M +$9.17M +20% 39
LFG
6256
Lockerman Financial Group
California
$55.6M +$3.43M +7% 91
AAM
6257
Alken Asset Management
United Kingdom
$55.5M -$5.79M -9% 45
BWA
6258
Bestgate Wealth Advisors
Maryland
$55.4M -$1.46M -3% 53
MP
6259
MIO Partners
New York
$55.2M -$2.86M -5% 5
YAVAPFMC
6260
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$53.8M +$10.3M +24% 27
NCM
6261
Notable Capital Management
California
$53.4M -$19.9M -27% 12
WEO
6262
William E. Oberndorf
$53.3M -$25.6M -32% 9
TP
6263
Toronado Partners
California
$53M -$51.7M -49% 13
BCM
6264
BIOS Capital Management
Texas
$52.9M -$29.8M -36% 6
OWSCM
6265
One William Street Capital Management
New York
$52M +$9.33M +22% 15
NFA
6266
Northwest Financial Advisors
Virginia
$51.8M +$3.2M +7% 76
GIM
6267
Groesbeck Investment Management
New Jersey
$51.3M -$1.66M -3% 96
FTB
6268
First Trust Bank
Bahamas
$50.9M +$5.91M +13% 9
GSC
6269
Ground Swell Capital
South Carolina
$50.7M +$2.09M +4% 200
AP
6270
Arlington Partners
Alabama
$50.1M +$36M +256% 62
SAMC
6271
Spectrum Asset Management (Connecticut)
Connecticut
$50M -$29.4M -37% 4
AP
6272
AlpInvest Partners
Netherlands
$49.7M -$14.5M -23% 13
SRF
6273
Silver Rock Financial
California
$49.7M -$6.26M -11% 25
CFG
6274
CMC Financial Group
Georgia
$49.4M -$6.68M -12% 49
FWM
6275
FLP Wealth Management
Arkansas
$48.5M +$6.29M +15% 79