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, 7,247 funds (~82%) 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
PLFS
6626
Provident Living Financial Services
Utah
$90.6M -$11.2M -11% 49
ICM
6627
Incision Capital Management
California
$90.6M -$19.6M -18% 7
GMH
6628
General Motors Holdings
Michigan
$90.5M -$95.4M -51% 5
SI
6629
SCP Investment
California
$90.3M -$32.1M -26% 58
CIM
6630
Catalyst Investment Management
New Hampshire
$90.2M -$15.3M -15% 80
SIC
6631
Sage Investment Counsel
Tennessee
$90.1M -$752K -0.8% 131
AOCA
6632
Angel Oak Capital Advisors
Georgia
$90M +$21.2M +31% 39
SIRP
6633
Shelter Insurance Retirement Plan
Missouri
$89.8M -$2.71M -3% 8
MFS
6634
Miller Financial Services
Michigan
$89.7M +$4.57M +5% 131
PFO
6635
PMG Family Office
Texas
$89.6M +$3.03M +4% 103
ZWA
6636
Zinnia Wealth Advisory
Florida
$89.3M -$3.14M -3% 103
BC
6637
Bayforest Capital
United Kingdom
$89.3M -$44.9M -33% 1,116
UCM
6638
Up Capital Management
California
$89.1M -$22.7M -20% 28
JTF
6639
J. Team Financial
Texas
$89.1M -$10.9M -11% 96
CAM
6640
Capital Asset Management
Colorado
$88.8M -$1.45M -2% 79
SCA
6641
Sassicaia Capital Advisers
New York
$88.8M +$43.1M +94% 56
XFP
6642
Xena Financial Planning
Oregon
$88.6M +$3.46M +4% 35
BLC
6643
Blue Line Capital
Illinois
$88.4M +$3.94M +5% 81
GBA
6644
Garrison Bradford & Associates
New York
$88.4M -$3.73M -4% 41
HI
6645
Hyundai Investments
South Korea
$88.3M -$14.4M -14% 72
RFL
6646
RD Finance Ltd
Cyprus
$88.1M -$10.8M -11% 33
ACM
6647
Arrington Capital Management
Florida
$88.1M -$2.85M -3% 35
PBCM
6648
Point Break Capital Management
Florida
$88M -$24.7M -22% 19
PM
6649
Parametrica Management
Hong Kong
$88M +$23.1M +36% 25
DI
6650
Decision Investments
California
$87.9M -$3.44M -4% 146