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, 2,849 funds (~33%) 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
WG
2726
WMS Group
Louisiana
$68.8M -$9.86M -13% 59
CLP
2727
Charis Legacy Partners
Texas
$68.4M +$617K +0.9% 27
MA
2728
McGrath & Associates
North Carolina
$68M -$2.47M -4% 43
SRC
2729
Samson Rock Capital
United Kingdom
$67M +$5.74M +9% 4
MAMU
2730
Myriad Asset Management US
Florida
$66.7M +$6.97M +12% 67
PA
2731
ProCore Advisors
California
$65.2M -$32.3M -33% 99
JC
2732
JCSD Capital
California
$64.2M -$8.08M -11% 34
JWBC
2733
John W. Brooker & Co
California
$63.5M +$7.6M +14% 68
PCA
2734
PMV Capital Advisers
Texas
$59.3M +$4.37M +8% 152
SA
2735
SL Advisors
New Jersey
$59.1M +$10.2M +21% 32
QWM
2736
QP Wealth Management
New Jersey
$58.4M -$55.1M -49% 118
TFIAP
2737
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$56.2M +$9.17M +20% 39
LFG
2738
Lockerman Financial Group
California
$55.6M +$3.43M +7% 91
AAM
2739
Alken Asset Management
United Kingdom
$55.5M -$5.79M -9% 45
BWA
2740
Bestgate Wealth Advisors
Maryland
$55.4M -$1.46M -3% 53
MP
2741
MIO Partners
New York
$55.2M -$2.86M -5% 5
NFA
2742
Northwest Financial Advisors
Virginia
$51.8M +$3.2M +7% 76
GIM
2743
Groesbeck Investment Management
New Jersey
$51.3M -$1.66M -3% 96
GSC
2744
Ground Swell Capital
South Carolina
$50.7M +$2.09M +4% 200
AP
2745
Arlington Partners
Alabama
$50.1M +$36M +256% 62
FWM
2746
FLP Wealth Management
Arkansas
$48.5M +$6.29M +15% 79
PFA
2747
Portland Financial Advisors
New York
$48.1M +$1.06M +2% 82
IDBONY
2748
Israel Discount Bank of New York
New York
$45.6M +$8.83M +24% 41
NA
2749
Novus Advisors
South Carolina
$44.7M -$27.6K -0.1% 50
CTC
2750
Corundum Trust Company
South Dakota
$43.8M -$133K -0.3% 56