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, 7,743 funds (~88%) 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
BCM
1951
Bronte Capital Management
Australia
$928M -$29M -3% 51
TC
1952
Tairen Capital
Hong Kong
$924M -$36.6M -4% 81
CFA
1953
Cahill Financial Advisors
Minnesota
$924M +$9.58M +1% 294
MHIC
1954
Marble Harbor Investment Counsel
Massachusetts
$923M -$12.6M -1% 194
OWIM
1955
Old West Investment Management
California
$923M +$362M +65% 129
GFG
1956
Goldstone Financial Group
Illinois
$922M +$24.7M +3% 237
CIG
1957
Consolidated Investment Group
Colorado
$922M +$86.1M +10% 81
KI
1958
Koch Inc
Kansas
$922M +$199M +28% 8
CF
1959
Clarity Financial
Texas
$919M -$162M -15% 132
AIA
1960
AssuredPartners Investment Advisors
Florida
$919M +$247M +37% 437
WDA
1961
Wendell David Associates
New Hampshire
$919M -$65.4M -7% 153
CFG
1962
CKW Financial Group
Hawaii
$917M -$5.22M -0.6% 188
BDF
1963
Black Diamond Financial
Maryland
$916M -$32.1M -3% 196
TIAM
1964
TT International Asset Management
United Kingdom
$916M +$442M +93% 62
SOCM
1965
SR One Capital Management
Pennsylvania
$915M +$209M +30% 14
ACM
1966
Alua Capital Management
New York
$915M -$434M -32% 23
PTC
1967
Petrus Trust Company
Texas
$915M -$73.6M -7% 30
GSWM
1968
Golden State Wealth Management
California
$915M -$32M -3% 1,742
DWP
1969
Destiny Wealth Partners
Florida
$914M +$42.9M +5% 1,150
CWMK
1970
Caliber Wealth Management (Kansas)
Kansas
$914M -$15.4M -2% 282
SA
1971
Scarborough Advisors
Maryland
$914M +$321M +54% 786
GIG
1972
Goodnow Investment Group
Connecticut
$913M -$159M -15% 31
SAA
1973
Southeast Asset Advisors
Georgia
$913M -$141M -13% 236
GC
1974
Greenvale Capital
United Kingdom
$912M -$155M -15% 18
TFA
1975
Toth Financial Advisory
Virginia
$911M -$9.03M -1% 1,033