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
GPWA
2426
Great Point Wealth Advisors
Massachusetts
$542M -$6.2M -1% 67
CIAM
2427
Caitong International Asset Management
Hong Kong
$541M +$133M +33% 3,161
SCM
2428
Simcoe Capital Management
New York
$539M -$19.9M -4% 18
HGIM
2429
High Ground Investment Management
United Kingdom
$539M -$148M -22% 6
FF
2430
Francis Financial
$538M +$27.6M +5% 121
LC
2431
Lavaca Capital
Texas
$538M -$52.9M -9% 293
ML
2432
Mayport LLC
Massachusetts
$538M +$41.5M +8% 143
MG
2433
Magnolia Group
Nebraska
$538M -$69M -11% 13
CCM
2434
Coerente Capital Management
Ontario, Canada
$537M -$10.6M -2% 50
GC
2435
Gibson Capital
Pennsylvania
$537M -$7.96M -1% 87
BFC
2436
Banc Funds Company
Illinois
$537M +$32M +6% 103
HS
2437
Hazelview Securities
Ontario, Canada
$537M +$17.7M +3% 55
TCOT
2438
Trust Company of Tennessee
Tennessee
$537M +$33.7M +7% 8
CC
2439
Cadinha & Co
Hawaii
$537M -$111M -17% 108
RCM
2440
Requisite Capital Management
Texas
$537M +$9.52M +2% 131
CDR
2441
Clayton Dubilier & Rice
New York
$536M -$58.5M -10% 2
AFIA
2442
America First Investment Advisors
Nebraska
$536M -$12.6M -2% 43
MKA
2443
M. Kulyk & Associates
Georgia
$536M +$12.5M +2% 120
CCWM
2444
Correct Capital Wealth Management
Missouri
$536M +$4.6M +0.9% 119
FM
2445
Freemont Management
Switzerland
$535M +$27.8M +5% 132
KC
2446
KCM Capital
Kansas
$535M +$37.3M +7% 35
SRC
2447
Sage Rhino Capital
California
$535M +$5.08M +1% 366
LIM
2448
Lathrop Investment Management
Arkansas
$534M -$16.8M -3% 86
LA
2449
Lynch & Associates
Indiana
$533M +$3.67M +0.7% 128
ACM
2450
ASK Capital Management
California
$532M -$62.6M -11% 3