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, 7,132 funds (~81%) 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
ISWM
2176
Independent Solutions Wealth Management
New York
$679M +$135M +25% 200
AP
2177
Advisors Preferred
Maryland
$679M +$64.7M +11% 304
KL
2178
KIM LLC
Kansas
$678M -$195M -22% 92
MAA
2179
Mraz Amerine & Associates
California
$678M +$5.22M +0.8% 204
DLIC
2180
Daido Life Insurance Company
Japan
$678M -$32.9M -5% 6
TWM
2181
Topsail Wealth Management
North Carolina
$678M -$4.93M -0.7% 296
MMPW
2182
Mitchell McLeod Pugh & Williams
Alabama
$678M -$22.8M -3% 291
HI
2183
Hoey Investments
Pennsylvania
$678M -$59.1M -8% 449
LTI
2184
Laffer Tengler Investments
Tennessee
$677M +$19.2M +3% 209
NI
2185
Noked Israel
Israel
$677M +$53.3M +9% 15
SPA
2186
Sentinel Pension Advisors
Massachusetts
$676M +$25.4M +4% 141
NCM
2187
Noesis Capital Mangement
Florida
$676M -$13.2M -2% 136
RCM
2188
Radnor Capital Management
Pennsylvania
$676M +$2.01M +0.3% 317
PCM
2189
Polymer Capital Management
New York
$675M -$98.5M -13% 983
BFA
2190
Blueprint Financial Advisors
North Carolina
$675M +$19.5M +3% 117
DPC
2191
Dream Peak Capital
$675M +$32.6M +5% 8
SAM
2192
Smithbridge Asset Management
Pennsylvania
$674M -$496M -42% 212
GCIA
2193
Gabelli & Co Investment Advisers
New York
$674M +$8.35M +1% 355
MCIA
2194
Mountain Capital Investment Advisors
Colorado
$674M +$53.9M +9% 105
JC
2195
JBF Capital
Colorado
$674M -$17M -2% 122
SP
2196
Stablepoint Partners
Massachusetts
$673M +$31.7M +5% 273
REST
2197
Retail Employees Superannuation Trust
$672M +$299M +80% 31
MCM
2198
Morton Capital Management
California
$672M +$21.1M +3% 148
SBFM
2199
S-Bank Fund Management
Finland
$671M -$100M -13% 184
TGCMU
2200
Titan Global Capital Management USA
New York
$671M -$27.2M -4% 61