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, 7,090 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
WIM
2226
Westside Investment Management
California
$653M +$27.5M +4% 1,557
JJ
2227
Johnson & Johnson
New Jersey
$652M +$97.3M +18% 17
BHB
2228
Bank Hapoalim BM
Israel
$652M -$499M -43% 132
HFS
2229
Hughes Financial Services
Virginia
$651M +$14.2M +2% 1,814
SCM
2230
Stevens Capital Management
Pennsylvania
$649M +$365M +129% 322
CCA
2231
Carrera Capital Advisors
Michigan
$649M +$54.4M +9% 200
HPIA
2232
Hamilton Point Investment Advisors
North Carolina
$649M -$8.58M -1% 197
GAMA
2233
Graticule Asia Macro Advisors
New York
$649M +$200M +44% 2
TWP
2234
Tyche Wealth Partners
Texas
$648M +$18.7M +3% 366
CAAM
2235
Cornerstone Advisors Asset Management
Pennsylvania
$648M +$31.8M +5% 138
RK
2236
Rather & Kittrell
Tennessee
$648M +$26.9M +4% 115
NMC
2237
Nine Masts Capital
Hong Kong
$648M +$67.4M +12% 268
ITC
2238
Inspire Trust Company
Nevada
$648M +$38.3M +6% 116
FAM
2239
Formidable Asset Management
Ohio
$648M -$39.6M -6% 415
IP
2240
Ignite Planners
California
$648M -$5.36M -0.8% 418
HCM
2241
Huber Capital Management
California
$647M -$31.5M -5% 108
PG
2242
Proffitt & Goodson
Tennessee
$647M -$68.7M -10% 308
QPWM
2243
Quadrant Private Wealth Management
Pennsylvania
$646M +$36.4M +6% 305
SFG
2244
SageGuard Financial Group
Tennessee
$646M +$17.9M +3% 200
TCA
2245
Trifecta Capital Advisors
Illinois
$646M -$29.8M -4% 292
CCM
2246
Cohen Capital Management
California
$644M -$19.5M -3% 160
CI
2247
Cigna Investments
Connecticut
$643M -$43.7M -6% 482
PCM
2248
Permanent Capital Management
Illinois
$643M +$130M +25% 183
TCM
2249
Towercrest Capital Management
Pennsylvania
$642M +$7.51M +1% 105
CFM
2250
Capricorn Fund Managers
United Kingdom
$641M +$227M +55% 152