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, 6,893 funds (~78%) 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
FCA
2401
FLC Capital Advisors
California
$551M +$9.65M +2% 224
IQI
2402
Integrated Quantitative Investments
Washington
$551M +$85.7M +18% 552
NHFG
2403
New Harbor Financial Group
Massachusetts
$551M +$5.18M +0.9% 60
TCM
2404
Tufton Capital Management
Maryland
$550M -$22.4M -4% 130
RW
2405
Rockport Wealth
Ohio
$549M +$35.2M +7% 108
LWP
2406
LMG Wealth Partners
Louisiana
$549M +$12.8M +2% 159
KMC
2407
Kirr Marbach & Co
Indiana
$549M +$25.6M +5% 61
AI
2408
AdvisorShares Investments
Maryland
$549M -$50.6M -8% 340
AMG
2409
Advisors Management Group
Wisconsin
$549M -$999K -0.2% 169
ALA
2410
Atlas Legacy Advisors
California
$547M -$22.3M -4% 204
SIM
2411
Studio Investment Management
Illinois
$547M $0 0% 181
AA
2412
Aire Advisors
California
$547M -$249K -0% 175
V
2413
VeraBank
Texas
$546M -$3.45M -0.6% 182
SW
2414
SkyOak Wealth
Michigan
$546M -$9.91M -2% 279
DAM
2415
Deltec Asset Management
New York
$545M -$58.1M -10% 284
MCM
2416
Mitchell Capital Management
Kansas
$545M -$14.4M -3% 143
SAM
2417
Sompo Asset Management
Japan
$545M -$38.5M -7% 186
WW
2418
Waterfront Wealth
Kansas
$545M +$18.3M +3% 295
FSA
2419
Financial Security Advisor
Virginia
$544M +$27.7M +5% 167
HCM
2420
Hutchinson Capital Management
California
$544M -$39.2M -7% 103
ISB
2421
Iowa State Bank
Iowa
$543M +$10.2M +2% 124
WCA
2422
Westover Capital Advisors
Delaware
$543M -$5.98M -1% 258
MAM
2423
Marotta Asset Management
Virginia
$543M +$2.94M +0.5% 106
MAM
2424
Milestone Asset Management
Pennsylvania
$543M +$12.4M +2% 260
BCB
2425
Brian C. Broderick
$542M +$13.3M +3% 95