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
B
1576
Bellecapital
Switzerland
$538M -$25M -4% 142
ML
1577
Mayport LLC
Massachusetts
$538M +$41.5M +8% 143
MG
1578
Magnolia Group
Nebraska
$538M -$69M -11% 13
CCM
1579
Coerente Capital Management
Ontario, Canada
$537M -$10.6M -2% 50
GC
1580
Gibson Capital
Pennsylvania
$537M -$7.96M -1% 87
TCOT
1581
Trust Company of Tennessee
Tennessee
$537M +$33.7M +7% 8
CDR
1582
Clayton Dubilier & Rice
New York
$536M -$58.5M -10% 2
AFIA
1583
America First Investment Advisors
Nebraska
$536M -$12.6M -2% 43
MKA
1584
M. Kulyk & Associates
Georgia
$536M +$12.5M +2% 120
CCWM
1585
Correct Capital Wealth Management
Missouri
$536M +$4.6M +0.9% 119
FM
1586
Freemont Management
Switzerland
$535M +$27.8M +5% 132
SRC
1587
Sage Rhino Capital
California
$535M +$5.08M +1% 366
LA
1588
Lynch & Associates
Indiana
$533M +$3.67M +0.7% 128
ACM
1589
ASK Capital Management
California
$532M -$62.6M -11% 3
EA
1590
Ellsworth Advisors
Ohio
$532M +$26.2M +5% 197
PWS
1591
Proactive Wealth Strategies
Georgia
$532M +$280M +111% 210
EFL
1592
ERn Financial LLC
Wisconsin
$532M -$71K -0% 154
CA
1593
Clune & Associates
Illinois
$532M +$68.7M +15% 180
STAS
1594
Strong Tower Advisory Services
Minnesota
$531M -$27.1M -5% 100
PFA
1595
Pettinga Financial Advisors
Indiana
$531M +$3.93M +0.7% 160
KI
1596
Kapitalo Investimentos
Brazil
$531M +$8.54M +2% 64
VAG
1597
VisionPoint Advisory Group
Texas
$531M +$17.4M +3% 485
UFF
1598
USA Financial Formulas
Michigan
$531M -$19.1M -3% 528
CRB
1599
Chad R. Baker
$530M -$27.2M -5% 57
EPA
1600
Element Pointe Advisors
Florida
$530M +$12.7M +2% 92