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, 6,773 funds (~77%) 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
NFA
6376
Northwest Financial Advisors
Virginia
$51.8M +$3.2M +7% 76
GIM
6377
Groesbeck Investment Management
New Jersey
$51.3M -$1.66M -3% 96
FTB
6378
First Trust Bank
Bahamas
$50.9M +$5.91M +13% 9
GSC
6379
Ground Swell Capital
South Carolina
$50.7M +$2.09M +4% 200
AP
6380
Arlington Partners
Alabama
$50.1M +$36M +256% 62
SAMC
6381
Spectrum Asset Management (Connecticut)
Connecticut
$50M -$29.4M -37% 4
AP
6382
AlpInvest Partners
Netherlands
$49.7M -$14.5M -23% 13
SRF
6383
Silver Rock Financial
California
$49.7M -$6.26M -11% 25
CFG
6384
CMC Financial Group
Georgia
$49.4M -$6.68M -12% 49
FWM
6385
FLP Wealth Management
Arkansas
$48.5M +$6.29M +15% 79
CCG
6386
Capital CS Group
California
$48.4M -$14.7M -23% 90
PFA
6387
Portland Financial Advisors
New York
$48.1M +$1.06M +2% 82
RP
6388
Regeneron Pharmaceuticals
New York
$47.9M +$14.1M +42% 2
EGI
6389
EAM Global Investors
California
$47.1M +$23.8M +102% 18
IDBONY
6390
Israel Discount Bank of New York
New York
$45.6M +$8.83M +24% 41
NA
6391
Novus Advisors
South Carolina
$44.7M -$27.6K -0.1% 50
OC
6392
Optimas Capital
Hong Kong
$44.5M -$10.2M -19% 21
CTC
6393
Corundum Trust Company
South Dakota
$43.8M -$133K -0.3% 56
AB
6394
Aozora Bank
Japan
$43.6M +$11M +34% 2
EPM
6395
Equitec Proprietary Markets
Illinois
$43.3M +$22.5M +109% 73
PCM
6396
Praxis Capital Management
Illinois
$42.8M +$14.9M +53% 44
GC
6397
Gruss & Co
Florida
$42.8M -$2.67M -6% 42
FDGI
6398
FINANCIAL DISCOVERY GROUP INC
Georgia
$42.8M 16
TA
6399
TLS Advisors
Florida
$42.1M +$4.01M +11% 20
ACM
6400
Altium Capital Management
New York
$42M +$16.7M +66% 20