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
ACM
1701
AIGH Capital Management
Maryland
$488M +$150M +44% 50
CIM
1702
Contravisory Investment Management
Massachusetts
$488M -$16.7M -3% 436
MHR
1703
Matthew Hamilton Rosenberg
$488M +$5.22M +1% 822
ACA
1704
Ackerman Capital Advisors
Texas
$488M -$10.3M -2% 127
KCM
1705
Kendall Capital Management
Maryland
$488M +$9.91M +2% 243
CAM
1706
Covenant Asset Management
New Jersey
$488M -$31M -6% 153
BB
1707
Berkshire Bank
Massachusetts
$488M -$5.17M -1% 169
ACM
1708
Aljian Capital Management
Nevada
$487M -$15.4M -3% 134
SCA
1709
Summit Creek Advisors
Minnesota
$487M -$149M -23% 72
CWA
1710
Clarity Wealth Advisors
California
$486M -$4.23M -0.9% 115
SCM
1711
Stordahl Capital Management
Colorado
$486M -$300K -0.1% 65
GRR
1712
Golden Reserve Retirement
Ohio
$485M -$56.9M -11% 152
NFW
1713
Noble Family Wealth
Florida
$484M +$10M +2% 81
OSNBOA
1714
Old Second National Bank of Aurora
Illinois
$484M -$16.1M -3% 294
MWM
1715
Mascoma Wealth Management
New Hampshire
$484M +$17.5M +4% 544
AW
1716
Avion Wealth
Texas
$484M +$7.19M +2% 1,678
LF
1717
Lantz Financial
Illinois
$484M +$9.79M +2% 258
BAM
1718
BOCHK Asset Management
Hong Kong
$483M +$109M +29% 142
NWAG
1719
Net Worth Advisory Group
Utah
$482M -$12.2M -2% 481
SDWIA
1720
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$482M -$2.43M -0.5% 177
EFA
1721
Evernest Financial Advisors
Indiana
$481M +$4.3M +0.9% 192
TAA
1722
TB Alternative Assets
Cayman Islands
$481M -$130M -21% 66
HC
1723
Hourglass Capital
Texas
$480M +$16.8M +4% 166
BFA
1724
Benedict Financial Advisors
Georgia
$480M +$6.03M +1% 139
PFM
1725
Privium Fund Management
Netherlands
$480M -$62.8M -12% 64