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, 7,436 funds (~85%) 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
CCMINC
2101
Cardinal Capital Management Inc (North Carolina)
North Carolina
$776M +$20.6M +3% 136
WF
2102
WoodTrust Financial
Wisconsin
$775M -$82M -10% 192
PA
2103
Planning Alternatives
Michigan
$775M -$19.2M -2% 120
GC
2104
Gilbert & Cook
Iowa
$774M -$21.3M -3% 232
TIM
2105
Thompson Investment Management
Wisconsin
$773M -$24.2M -3% 540
KWM
2106
KFG Wealth Management
Indiana
$773M +$25.7M +3% 223
VNA
2107
Valley National Advisers
Pennsylvania
$773M +$51M +7% 952
DOA
2108
D'Orazio & Associates
Virginia
$772M -$10.2M -1% 319
HVIA
2109
Hudson Valley Investment Advisors
New York
$772M -$132M -15% 152
CANC
2110
Culbertson A N & Co
Virginia
$771M +$42M +6% 144
CWP
2111
Concord Wealth Partners
Virginia
$770M +$756K +0.1% 849
WI
2112
Wahed Invest
New York
$770M +$11.4M +2% 232
CFS
2113
CRA Financial Services
New Jersey
$770M +$5.94M +0.8% 305
SC
2114
Slow Capital
California
$770M -$67.4M -8% 118
RWP
2115
Revolve Wealth Partners
New Jersey
$770M -$81.1M -10% 242
AIA
2116
Arbor Investment Advisors
North Carolina
$768M +$8.32M +1% 120
PPWP
2117
Premier Path Wealth Partners
New Jersey
$767M -$7.01M -0.9% 418
MTWSIF
2118
Mivtachim The Workers Social Insurance Fund
Israel
$766M +$70.2M +10% 52
FA
2119
Fiducient Advisors
Illinois
$765M -$41.8M -5% 175
CA
2120
Capital Advantage
California
$765M +$23.7M +3% 152
AAM
2121
Alphadyne Asset Management
New York
$765M -$236M -24% 480
WM
2122
WS Management
Florida
$764M +$16.7M +2% 41
CCIP
2123
Camrose Capital Investment Partners
United Kingdom
$764M +$160M +27% 10
FCA
2124
Fortis Capital Advisors
Kansas
$763M +$86M +13% 428
SC
2125
Skylands Capital
Wisconsin
$763M +$25.9M +4% 168