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, 7,561 funds (~86%) 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
PP
2051
Passaic Partners
New Jersey
$826M -$140M -15% 18
SCM
2052
Sirios Capital Management
Massachusetts
$825M +$21.4M +3% 91
MA
2053
MJP Associates
Connecticut
$823M +$23.8M +3% 273
PI
2054
Parkside Investments
Illinois
$823M +$29M +4% 106
MFA
2055
Mayflower Financial Advisors
Massachusetts
$823M -$3.34M -0.4% 465
AWM
2056
Arista Wealth Management
Nevada
$822M +$8.32M +1% 292
AIMC
2057
Alley Investment Management Company
Illinois
$821M -$33.4M -4% 91
AC
2058
Avenir Corporation
Virginia
$820M -$101M -11% 76
DI
2059
DUMAC Inc
North Carolina
$820M +$169M +26% 11
ORL
2060
Oak Root LLC
California
$820M -$7.22M -0.9% 11
MGI
2061
MayTech Global Investments
New York
$820M -$168M -17% 28
BWP
2062
BSW Wealth Partners
Colorado
$819M -$13.9M -2% 348
NCM
2063
Nelson Capital Management
California
$819M -$35.4M -4% 110
SIC
2064
SJS Investment Consulting
Ohio
$819M +$28.3M +4% 2,597
BCA
2065
Bay Colony Advisors
Massachusetts
$818M -$15.9M -2% 544
HWM
2066
Hohimer Wealth Management
Washington
$818M +$75.4M +10% 416
BC
2067
Brio Consultants
California
$818M +$48.5M +6% 158
CICI
2068
Capital Investment Counsel Inc
North Carolina
$816M -$34.3M -4% 273
KCP
2069
Kera Capital Partners
California
$815M +$3.95M +0.5% 616
SLG
2070
Stanley-Laman Group
Pennsylvania
$814M +$27.5M +3% 337
VFG
2071
Victory Financial Group
Texas
$814M +$19.1M +2% 376
RFA
2072
RTD Financial Advisors
Pennsylvania
$814M -$5.81M -0.7% 118
AR
2073
Advisory Research
Illinois
$813M +$17.8M +2% 156
TFM
2074
TFC Financial Management
Massachusetts
$812M +$14.3M +2% 1,070
PS
2075
Portfolio Strategies
New York
$811M -$52.6M -6% 77