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, 2,424 funds (~28%) 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
ARA
2126
Approach Retirement Advisors
Alabama
$120M +$4.14M +4% 80
CCAM
2127
Capelight Capital Asset Management
New York
$120M +$19.3M +19% 47
SA
2128
SJBenen ADVISORY
North Carolina
$120M +$22.7M +23% 29
YMRC
2129
Yorktown Management & Research Company
Virginia
$120M -$5.54M -4% 254
CAM
2130
Clio Asset Management
Virginia
$119M -$9.44M -7% 19
LC
2131
Lubar & Co
Wisconsin
$119M -$15.2M -11% 3
MW
2132
Marrick Wealth
California
$119M -$3.25M -3% 58
HAP
2133
Harbor Asset Planning
Massachusetts
$119M +$1.86M +2% 455
SFGM
2134
Stonebridge Financial Group (Missouri)
Missouri
$119M +$3.07M +3% 178
KCWM
2135
Kane Co Wealth Management
Iowa
$119M +$5.19M +5% 54
KL
2136
Keenan LLC
Massachusetts
$119M +$4.81M +4% 42
EFG
2137
Elm3 Financial Group
Georgia
$118M -$2.17M -2% 121
CWM
2138
C2C Wealth Management
Arizona
$118M -$392K -0.3% 95
AIA
2139
Aventus Investment Advisors
Florida
$118M -$5.18M -4% 155
PCMU
2140
Paragon Capital Management (Utah)
Utah
$118M -$11.2M -9% 90
AIS
2141
Advocate Investing Services
Maryland
$118M +$6.38M +6% 483
KIA
2142
Koenig Investment Advisory
Oregon
$118M -$5.6M -5% 37
OIM
2143
Orca Investment Management
Oregon
$118M -$9.36M -7% 59
SEA
2144
Stegent Equity Advisors
Texas
$117M -$11M -9% 127
FG
2145
Fairman Group
Pennsylvania
$117M -$8.18M -7% 347
BCM
2146
Barden Capital Management
Texas
$117M -$4.86M -4% 62
AMG
2147
APS Management Group
California
$117M +$29.9K +0% 80
ECM
2148
Ethos Capital Management
Pennsylvania
$117M +$10.4M +10% 57
SI
2149
Severin Investments
Missouri
$116M +$3.35M +3% 204
RCA
2150
Runnymede Capital Advisors
Ohio
$116M -$57.2M -33% 133