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
NCM
1951
New Capital Management
Texas
$406M +$7.53M +2% 60
CFO
1952
Colony Family Offices
North Carolina
$406M +$4.95M +1% 66
NI
1953
Natural Investments
California
$405M +$3.62M +0.9% 304
SP
1954
SWS Partners
Ohio
$405M -$8.83M -2% 117
CCM
1955
Carderock Capital Management
Maryland
$405M -$7.93M -2% 77
OKSA
1956
O'Keefe Stevens Advisory
New York
$405M +$19.4M +5% 79
PWS
1957
Peterson Wealth Services
Utah
$405M +$13.7M +3% 223
CWM
1958
Compass Wealth Management
Connecticut
$405M +$3.56M +0.9% 79
ACM
1959
Aspen Capital Management
Idaho
$404M +$177K +0% 84
KIC
1960
Keating Investment Counselors
Florida
$404M +$43.1M +12% 65
DI
1961
Diligent Investors
California
$404M -$2.9M -0.7% 357
MI
1962
M3F Inc
Utah
$404M +$39.4M +11% 30
MSCM
1963
McElhenny Sheffield Capital Management
Texas
$403M -$7.55M -2% 115
FFM
1964
Flagstone Financial Management
Nebraska
$403M +$12.9M +3% 72
UWM
1965
United Wealth Management
Virginia
$402M +$15.7M +4% 24
MM
1966
Meridian Management
Arkansas
$402M -$2.01M -0.5% 88
IIA
1967
Integral Investment Advisors
California
$402M -$1.44M -0.4% 182
BWA
1968
Beam Wealth Advisors
Louisiana
$402M +$37.4M +10% 119
FIM
1969
Fruth Investment Management
Texas
$401M +$30.5M +8% 233
TGV
1970
TRV GP V
Massachusetts
$401M -$28.2M -7% 3
CNC
1971
Citizens & Northern Corp
Pennsylvania
$401M -$2.55M -0.6% 131
BLC
1972
Brown, Lisle/Cummings
Rhode Island
$400M -$5.47M -1% 1,029
JGCM
1973
Joseph Group Capital Management
Ohio
$400M +$19.7M +5% 393
HFBOT
1974
Home Federal Bank of Tennessee
Tennessee
$400M +$15.1M +4% 95
DBIA
1975
Dumont & Blake Investment Advisors
New Jersey
$400M -$16.4M -4% 218