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
OMC
1601
Overbrook Management Corp
New York
$529M -$49.9M -9% 55
LI
1602
Louisbourg Investments
New Brunswick, Canada
$529M +$26.9M +5% 229
MFS
1603
McNamara Financial Services
Massachusetts
$528M +$1.21M +0.2% 103
LC
1604
Lincoln Capital
Nebraska
$528M -$24.1M -4% 139
VU
1605
Vanderbilt University
Tennessee
$526M -$59.3M -10% 84
VP
1606
Verum Partners
North Carolina
$526M +$30.4M +6% 179
PWM
1607
Praetorian Wealth Management
California
$526M +$22.5M +4% 79
DSC
1608
Duncker Streett & Co
Missouri
$526M -$36.6M -6% 553
FWM
1609
Fonville Wealth Management
Virginia
$525M +$36.2M +7% 141
VWS
1610
Virtus Wealth Solutions
New Jersey
$525M -$1.51M -0.3% 66
CAM
1611
Columbia Asset Management
Michigan
$525M -$37.4M -7% 180
HCA
1612
Harbour Capital Advisors
Virginia
$525M +$33.8M +7% 331
GF
1613
Greenfield FTC
Nevada
$524M -$236M -31% 3
ETS
1614
ESL Trust Services
New York
$524M +$2.63M +0.5% 260
IRC
1615
Investors Research Corp
Georgia
$523M -$22.8M -4% 954
WFA
1616
WestHill Financial Advisors
California
$523M -$3.49M -0.7% 84
CFMC
1617
Curbstone Financial Management Corp
New Hampshire
$523M -$23.9K -0% 211
JE
1618
JMAC Enterprises
Pennsylvania
$522M -$1.12M -0.2% 126
KAM
1619
KEB Asset Management
Illinois
$522M +$28.6M +6% 104
LT
1620
Legacy Trust
Michigan
$522M -$12.8M -2% 208
TCM
1621
TruNorth Capital Management
Michigan
$522M -$5.28M -1% 130
SCM
1622
Shah Capital Management
North Carolina
$521M +$2.72M +0.5% 12
MF
1623
Manchester Financial
California
$521M -$13.8M -3% 143
SW
1624
Solidarity Wealth
Utah
$521M +$32M +7% 85
SFA
1625
Spectrum Financial Alliance
Kentucky
$520M +$14.3M +3% 34