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, 8,416 funds (~96%) 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
BFG
1751
Bouchey Financial Group
New York
$1.36B +$29.5M +2% 179
CRM
1752
Cramer Rosenthal McGlynn
Connecticut
$1.36B -$189M -12% 100
AL
1753
Arnhold LLC
New York
$1.36B +$43.3M +3% 120
SFM
1754
Stack Financial Management
Montana
$1.36B +$50.2M +4% 61
LWM
1755
Lyell Wealth Management
California
$1.36B -$20.2M -1% 227
VC
1756
Vicus Capital
Pennsylvania
$1.36B +$27M +2% 271
DC
1757
Dendur Capital
New York
$1.36B +$398M +41% 24
ACM
1758
AlphaStar Capital Management
North Carolina
$1.36B -$6.42M -0.5% 273
SEP
1759
Soma Equity Partners
California
$1.36B -$358M -21% 27
CFIA
1760
Cantor Fitzgerald Investment Advisors
New York
$1.36B +$5.71M +0.4% 188
MC
1761
Meteora Capital
Florida
$1.36B +$162M +14% 538
WTB
1762
Washington Trust Bank
Washington
$1.36B -$71.7M -5% 215
NCM
1763
Narwhal Capital Management
Georgia
$1.36B -$20.9M -2% 172
KFP
1764
KMG Fiduciary Partners
Ohio
$1.35B -$54.6M -4% 273
PGH
1765
Partners Group Holding
Switzerland
$1.35B -$130M -9% 51
HCA
1766
Heck Capital Advisors
Wisconsin
$1.35B +$6.2M +0.5% 235
CA
1767
CapWealth Advisors
Tennessee
$1.35B -$110M -8% 123
VHAM
1768
Van Hulzen Asset Management
California
$1.34B -$17M -1% 374
HAM
1769
HoldCo Asset Management
Florida
$1.34B +$14.2M +1% 30
VV
1770
Verity & Verity
South Carolina
$1.34B +$54.6M +4% 156
OCMI
1771
Oaktop Capital Management II
New Jersey
$1.34B +$160M +14% 14
FFW
1772
Fusion Family Wealth
New York
$1.34B +$19.8M +1% 49
NEWAS
1773
N.E.W. Advisory Services
Wisconsin
$1.34B -$14.9M -1% 959
BFMH
1774
Baring Fintech Manager Holding
Guernsey
$1.34B -$73.3M -5% 1
4WM
1775
49 Wealth Management
Texas
$1.34B +$107M +9% 231