We are live on ! Find out more

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, 2,442 funds (~28%) 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
UWM
2276
Urban Wealth Management
California
$115M +$17M +17% 20% 120 33.33%
JC
2277
JBGlobal.com
New York
$114M +$12.8M +13% 6.4% 33 21.21%
VCM
2278
Vavra Capital Management
Pennsylvania
$114M +$11.4M +11% 11% 24 8.33%
SSA
2279
Shepherd Street Advisors
California
$114M +$12.5M +12% 17.8% 90 8.89%
RSEWM
2280
River's Edge Wealth Management
Pennsylvania
$114M +$7.11M +7% 11.4% 46 4.35%
IIM
2281
IFC & Insurance Marketing
California
$114M +$17.8M +19% 13% 83 19.28%
OCM
2282
Objective Capital Management
Ohio
$113M +$13.5M +14% 14% 109 18.35%
CCM
2283
Chicago Capital Management
Illinois
$112M -$8.41M -7% 18.9% 295% 37 56.76%
HIIL
2284
HS Investments IV Ltd
$112M +$31.5M +39% 39.6% 2 0%
LCS
2285
Luma Capital SA
$112M +$8.22M +8% 9.26% 12 0%
TCM
2286
Traub Capital Management
Massachusetts
$112M +$11.3M +11% 15.9% 145 19.31%
BAM
2287
Banta Asset Management
California
$112M +$12.5M +13% 13.6% 20 0%
CS
2288
Crescent Sterling
Louisiana
$112M +$8.45M +8% 10.4% 58.4% 89 14.61%
SWM
2289
Stonebridge Wealth Management
Illinois
$112M +$7.36M +7% 6.9% 38 7.89%
TBFA
2290
Three Bearings Fiduciary Advisors
New Hampshire
$112M +$8.25M +8% 10.5% 329 5.47%
RQS
2291
Ramsey Quantitative Systems
Kentucky
$112M +$15M +16% 13.4% 42% 68 91.18%
RM
2292
RCW Management
Florida
$112M +$14M +14% 15.1% 69 2.9%
CCM
2293
Chiron Capital Management
Florida
$111M +$13.9M +14% 4.62% 149 30.2%
GH
2294
GLP Holdings
Georgia
$111M +$13.6M +14% 14% 4 0%
FF
2295
Fortitude Financial
Washington
$111M -$77.7M -41% 18.7% 41 36.59%
PFG
2296
Putney Financial Group
California
$111M +$11.8M +12% 27% 90 20%
KC
2297
Karras Company
Utah
$110M +$11.7M +12% 18% 64 9.38%
TF
2298
Thayer Financial
North Carolina
$110M +$12M +12% 10.4% 33 0%
DI
2299
Decision Investments
California
$110M +$21.9M +25% 36.7% 157 15.92%
QFMHK
2300
Q Fund Management (Hong Kong)
$110M +$67.8M +163% 208% 32 53.13%