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, 4,833 funds (~55%) 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
CA
1301
Cortland Associates
Missouri
$697M -$95.4M -12% 65
JA
1302
JLB & Associates
Michigan
$696M -$44.8M -6% 76
AMBIA
1303
Allen Mooney & Barnes Investment Advisors
Georgia
$695M +$30.8M +5% 167
IIC
1304
Ironwood Investment Counsel
Arizona
$694M -$21.9M -3% 275
HA
1305
Harbor Advisors
Florida
$692M +$26.4M +4% 202
M
1306
MATAURO
New York
$692M +$27.8M +4% 167
HG
1307
Harbor Group
New Hampshire
$692M +$24.3M +4% 120
GWA
1308
Gratus Wealth Advisors
Virginia
$691M -$29.9M -4% 140
CCG
1309
Chatham Capital Group
Georgia
$689M -$13.5M -2% 205
BBES
1310
Buffalo Business & Estate Services
New York
$689M -$6.92M -1% 109
KAS
1311
KPP Advisory Services
Kentucky
$689M +$13.4K +0% 364
ERIC
1312
Eagle Rock Investment Company
Georgia
$688M -$20.6M -3% 167
SSA
1313
Sierra Summit Advisors
Nevada
$688M +$35.9M +5% 228
SPIA
1314
Strategic Point Investment Advisors
Rhode Island
$688M -$35.2M -5% 37
ABWM
1315
Alpine Bank Wealth Management
Colorado
$688M -$19M -3% 165
UOTTAIMCU
1316
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$687M -$20M -3% 388
SNB
1317
Security National Bank
Nebraska
$687M -$10.8M -2% 438
HI
1318
Human Investing
Oregon
$687M -$21.5M -3% 100
MWM
1319
Maridea Wealth Management
New York
$686M +$21.7M +3% 507
HEIP
1320
Hudson Edge Investment Partners
New Jersey
$684M +$9.31M +1% 103
FNA
1321
First National Advisers
Nebraska
$683M -$43.8M -6% 258
HCP
1322
Hexagon Capital Partners
Arkansas
$683M +$143M +26% 254
HWM
1323
Horizon Wealth Management
Illinois
$682M +$38.1M +6% 148
TIP
1324
Torray Investment Partners
Maryland
$682M -$16.7M -2% 99
WDL
1325
Well Done LLC
Michigan
$681M +$11.7M +2% 213