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
ISWM
1326
Independent Solutions Wealth Management
New York
$679M +$135M +25% 200
AP
1327
Advisors Preferred
Maryland
$679M +$64.7M +11% 304
MAA
1328
Mraz Amerine & Associates
California
$678M +$5.22M +0.8% 204
DLIC
1329
Daido Life Insurance Company
Japan
$678M -$32.9M -5% 6
TWM
1330
Topsail Wealth Management
North Carolina
$678M -$4.93M -0.7% 296
MMPW
1331
Mitchell McLeod Pugh & Williams
Alabama
$678M -$22.8M -3% 291
HI
1332
Hoey Investments
Pennsylvania
$678M -$59.1M -8% 449
SPA
1333
Sentinel Pension Advisors
Massachusetts
$676M +$25.4M +4% 141
NCM
1334
Noesis Capital Mangement
Florida
$676M -$13.2M -2% 136
RCM
1335
Radnor Capital Management
Pennsylvania
$676M +$2.01M +0.3% 317
SAM
1336
Smithbridge Asset Management
Pennsylvania
$674M -$496M -42% 212
JC
1337
JBF Capital
Colorado
$674M -$17M -2% 122
SP
1338
Stablepoint Partners
Massachusetts
$673M +$31.7M +5% 273
REST
1339
Retail Employees Superannuation Trust
$672M +$299M +80% 31
MCM
1340
Morton Capital Management
California
$672M +$21.1M +3% 148
TGCMU
1341
Titan Global Capital Management USA
New York
$671M -$27.2M -4% 61
TWM
1342
Thrive Wealth Management
Pennsylvania
$671M -$9.63M -1% 260
SP
1343
Summit Partners
Massachusetts
$670M -$381M -36% 8
AO
1344
Allen Operations
New York
$670M -$129M -16% 35
LIA
1345
LS Investment Advisors
Michigan
$668M -$45.4M -6% 138
CA
1346
Crane Advisory
California
$668M +$6.64M +1% 54
OLA
1347
Oliver Luxxe Assets
New Jersey
$668M +$10.9M +2% 220
IACCIA
1348
IDG-Accel China Capital II Associates
California
$667M +$113M +20% 1
TAP
1349
TSG Advice Partners
Ohio
$667M +$12.3M +2% 139
CWP
1350
CFM Wealth Partners
Texas
$667M -$25.6M -4% 147