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, 2,502 funds (~29%) 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
FB
1651
First Bancorp
Maine
$201M +$13.1M +7% 135
CE
1652
Cornerstone Enterprises
Wisconsin
$201M -$7.94M -4% 39
AIM
1653
Ausbil Investment Management
Australia
$201M +$25M +14% 76
WB
1654
West Bancorporation
Iowa
$200M +$9.58M +5% 106
MLRA
1655
Main Line Retirement Advisors
Montana
$200M +$2.71M +1% 48
AF
1656
AGP Franklin
Tennessee
$200M -$13M -6% 104
GAAM
1657
Guinness Atkinson Asset Management
California
$200M -$12.1M -6% 126
CC
1658
Constitution Capital
Connecticut
$200M -$11.4M -5% 67
BAM
1659
Bellevue Asset Management
Washington
$200M -$109M -35% 503
TCM
1660
Tandem Capital Management
New Jersey
$200M -$20.1M -9% 120
BHA
1661
Beech Hill Advisors
New York
$200M -$9.3M -4% 96
SCM
1662
Sitrin Capital Management
California
$200M -$11.2M -5% 41
SWMP
1663
Signature Wealth Management Partners
New Jersey
$199M -$2.83M -1% 123
COA
1664
Crown Oak Advisors
California
$199M -$11.5M -5% 23
FCC
1665
Flower City Capital
New York
$199M +$3.27M +2% 47
LCM
1666
LCM Capital Management
Illinois
$199M -$7.6M -4% 116
PCM
1667
Prospera Capital Management
Arizona
$199M +$1.11M +0.6% 45
AAG
1668
Asset Advisory Group
New Jersey
$199M -$892K -0.4% 121
PIM
1669
Pullen Investment Management
Florida
$199M +$9.31M +5% 105
FF
1670
Friedenthal Financial
New Jersey
$199M +$5.03M +3% 326
CASB
1671
Cape Ann Savings Bank
Massachusetts
$199M +$4.16M +2% 124
STA
1672
Smith Thornton Advisors
Alabama
$199M +$1.99M +1% 133
SCM
1673
Spring Capital Management
Texas
$198M +$220K +0.1% 49
HIW
1674
Holos Integrated Wealth
Pennsylvania
$198M +$18.5M +10% 420
PD
1675
Planning Directions
Pennsylvania
$198M -$846K -0.4% 110