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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Live Disclosures

Portfolio disclosures for 2026 Q2 are currently underway and will close on August 14th. As of this moment, 3,024 funds (~34%) 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
YIM
2901
Yoffe Investment Management
Pennsylvania
$87.4M +$9.3M +12% 17.4% 115 5.22%
TI
2902
Truxt Investmentos
Brazil
$86.6M -$69.1M -44% 12.2% 38 81.58%
CA
2903
Centennial Advisors
Texas
$83.8M +$5.22M +7% 8.11% 107 51.4%
JWBC
2904
John W. Brooker & Co
California
$82.8M +$19.3M +30% 10.1% 38.4% 73 12.33%
PC
2905
PCB Capital
New Jersey
$82.1M +$18.7M +29% 22.2% 116 14.66%
CLP
2906
Charis Legacy Partners
Texas
$81.3M +$13M +19% 18.5% 29 10.34%
RWJF
2907
Robert Wood Johnson Foundation
New Jersey
$81M -$43.8M -35% 17.3% 4.83% 2 0%
PA
2908
ProCore Advisors
California
$80.7M +$15.5M +24% 28.4% 88 21.59%
AC
2909
Avory & Company
Florida
$80M +$2.75M +4% 14.1% 61.6% 35 11.43%
WCM
2910
WestBridge Capital Management
Mauritius
$79.5M -$27.9M -26% 26% 33.3% 1 0%
WG
2911
WMS Group
Louisiana
$77.5M +$8.76M +13% 12.3% 62 27.42%
MA
2912
McGrath & Associates
North Carolina
$76.8M +$8.8M +13% 7.41% 45 37.78%
SWM
2913
Stapp Wealth Management
Washington
$76.5M -$1.8M -2% 0.08% 50% 34 17.65%
SWM
2914
Stronghold Wealth Management
Florida
$74.7M +$8.54M +13% 13.6% 141 22.7%
SWCM
2915
Sullivan Wood Capital Management
District of Columbia
$73M +$15.9M +28% 34.2% 23 8.7%
IG
2916
IFS Group
Pennsylvania
$72.8M -$39.5M -35% 15.2% 148 43.92%
NWM
2917
Navigation Wealth Management
Colorado
$72.6M +$44.8M +162% 11.6% 9.65% 33 3.03%
MAMU
2918
Myriad Asset Management US
Florida
$72.4M +$5.72M +9% 24.9% 67 53.73%
HSPW
2919
Harrison Street Private Wealth
Colorado
$71M -$4.55M -6% 2.25% 22 9.09%
BWM
2920
Blossom Wealth Management
California
$71M +$3.56M +5% 8.6% 89.7% 75 5.33%
QWM
2921
QP Wealth Management
New Jersey
$70.1M +$11.7M +20% 36.1% 86 41.86%
BSP
2922
Benefit Street Partners
New York
$69.6M -$16.7M -19% 0.66% 22 18.18%
AIS
2923
Altium Investment Strategies
Florida
$69.4M +$35.4M +104% 1.28% 20 35%
JC
2924
JCSD Capital
California
$68.6M -$25.9M -27% 10.8% 31 45.16%
BI
2925
Breachway Investments
Rhode Island
$66.4M -$37.8M -36% 12.8% 100 30%