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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, 2,455 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
TIM
2351
Triad Investment Management
California
$90.7M +$6M +7% 7.36% 38 15.79%
HAS
2352
Holland Advisory Services
Florida
$90.5M +$15.9M +21% 17.2% 57.1% 53 18.87%
LC
2353
Lakehouse Capital
Australia
$90.5M -$57.8M -39% 2.7% 47.2% 13 7.69%
KFP
2354
Kerr Financial Planning
California
$89.6M -$52.2M -37% 32.7% 554 7.22%
AAM
2355
Alken Asset Management
United Kingdom
$89.6M +$34.1M +61% 0.06% 0.22% 41 7.32%
FWM
2356
FSR Wealth Management
Illinois
$87.8M +$6.92M +9% 7.22% 52 55.77%
WP
2357
Walleye Partners
Wisconsin
$87.7M +$6.31M +8% 9.91% 65 26.15%
YIM
2358
Yoffe Investment Management
Pennsylvania
$87.4M +$9.3M +12% 17.4% 115 5.22%
JWBC
2359
John W. Brooker & Co
California
$82.8M +$19.3M +30% 10.1% 38.4% 73 12.33%
PC
2360
PCB Capital
New Jersey
$82.1M +$18.7M +29% 22.2% 116 14.66%
CLP
2361
Charis Legacy Partners
Texas
$81.3M +$13M +19% 18.5% 29 10.34%
AC
2362
Avory & Company
Florida
$80M +$2.75M +4% 14.1% 61.6% 35 11.43%
WCM
2363
WestBridge Capital Management
Mauritius
$79.5M -$27.9M -26% 26% 33.3% 1 0%
WG
2364
WMS Group
Louisiana
$77.5M +$8.76M +13% 12.3% 62 27.42%
MA
2365
McGrath & Associates
North Carolina
$76.8M +$8.8M +13% 7.41% 45 37.78%
SWM
2366
Stapp Wealth Management
Washington
$76.5M -$1.8M -2% 0.08% 50% 34 17.65%
SWCM
2367
Sullivan Wood Capital Management
District of Columbia
$73M +$15.9M +28% 34.2% 23 8.7%
IG
2368
IFS Group
Pennsylvania
$72.8M -$39.5M -35% 15.2% 148 43.92%
NWM
2369
Navigation Wealth Management
Colorado
$72.6M +$44.8M +162% 11.6% 9.65% 33 3.03%
MAMU
2370
Myriad Asset Management US
Florida
$72.4M +$5.72M +9% 24.9% 67 53.73%
HSPW
2371
Harrison Street Private Wealth
Colorado
$71M -$4.55M -6% 2.25% 22 9.09%
QWM
2372
QP Wealth Management
New Jersey
$70.1M +$11.7M +20% 36.1% 86 41.86%
BSP
2373
Benefit Street Partners
New York
$69.6M -$16.7M -19% 0.66% 22 18.18%
AIS
2374
Altium Investment Strategies
Florida
$69.4M +$35.4M +104% 1.28% 20 35%
JC
2375
JCSD Capital
California
$68.6M -$25.9M -27% 10.8% 31 45.16%