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, 3,958 funds (~45%) 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
WRCM
3426
Western Reserve Capital Management
Ohio
$122M +$14.6M +14% 51
SO
3427
Sierra Ocean
California
$122M +$1.01M +0.8% 62
AVA
3428
Atlas Venture Advisors
Massachusetts
$122M -$70M -37% 3
RCWM
3429
Red Crane Wealth Management
California
$122M -$749K -0.6% 73
FF
3430
Farnam Financial
Arizona
$122M -$11.4M -9% 56
CCM
3431
CFO Capital Management
Connecticut
$121M -$12M -9% 119
BJF
3432
Blue Jean Financial
New York
$121M -$1.79M -1% 96
CIM
3433
Chapman Investment Management
California
$121M -$15.5M -11% 28
PFS
3434
Paller Financial Services
Colorado
$121M -$3.84M -3% 46
AFC
3435
Avise Financial Cooperative
California
$121M +$9.87M +9% 108
LFWA
3436
LiftPoint Family Wealth Advisors
New Jersey
$121M +$3.61M +3% 60
FWA
3437
Fulcrum Wealth Advisors
Washington
$121M -$792K -0.7% 77
CCM
3438
Chicago Capital Management
Illinois
$121M -$26.2M -18% 56
MW
3439
Merited Wealth
Florida
$121M +$12.8M +12% 301
MWM
3440
MFG Wealth Management
Indiana
$121M -$7.74M -6% 75
JC
3441
JM2 Capital
Oklahoma
$121M -$3.83M -3% 119
AAA
3442
AG Asset Advisory
California
$121M +$3.89M +3% 27
PA
3443
Prosperity Advisers
Pennsylvania
$120M -$809K -0.7% 41
ARA
3444
Approach Retirement Advisors
Alabama
$120M +$4.14M +4% 80
CCAM
3445
Capelight Capital Asset Management
New York
$120M +$19.3M +19% 47
SA
3446
SJBenen ADVISORY
North Carolina
$120M +$22.7M +23% 29
CC
3447
Commons Capital
Massachusetts
$120M -$22.7M -16% 125
YMRC
3448
Yorktown Management & Research Company
Virginia
$120M -$5.54M -4% 254
BCWM
3449
Ball & Co Wealth Management
Tennessee
$120M -$35.8M -23% 91
CAM
3450
Clio Asset Management
Virginia
$119M -$9.44M -7% 19