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, 4,833 funds (~55%) 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
PAM
3426
Pacific Asset Management
Washington
$179M +$12.5M +8% 73
EV
3427
EJMK Ventures
Illinois
$179M +$16.5M +10% 194
SWP
3428
Semus Wealth Partners
Florida
$179M -$6.67M -4% 119
DJYG
3429
David J. Yvars Group
Florida
$179M -$8.58M -5% 99
WAM
3430
Waterfall Asset Management
New York
$179M -$7.03M -4% 23
LHWM
3431
Lake Hills Wealth Management
Texas
$179M -$12.8M -7% 82
SFC
3432
Swisher Financial Concepts
Ohio
$179M +$2.6M +1% 106
BWM
3433
Base Wealth Management
Florida
$179M -$7.07M -4% 66
BI
3434
BFI Infinity
Switzerland
$178M +$17.8M +11% 70
CV
3435
Counterweight Ventures
North Carolina
$178M -$43.5K -0% 86
KWM
3436
Kingsman Wealth Management
Florida
$178M -$6.72M -4% 78
CNWM
3437
Clay Northam Wealth Management
California
$178M -$1.95M -1% 108
IAMH
3438
IvyRock Asset Management (HK)
Hong Kong
$178M -$11.7M -6% 31
RIM
3439
Ryan Investment Management
Colorado
$178M -$2.74M -2% 24
EA
3440
Echo45 Advisors
California
$178M +$2.56M +1% 79
CH
3441
Cromwell Holdings
Wyoming
$178M -$5.46M -3% 1,059
WSA
3442
Wealth Science Advisors
Georgia
$178M +$4.35M +3% 203
LWA
3443
Ledgewood Wealth Advisors
New Hampshire
$178M +$4.07M +2% 74
BA
3444
Ballew Advisors
Mississippi
$177M -$53.6K -0% 125
HHCP
3445
Hilton Head Capital Partners
South Carolina
$177M +$6.2M +4% 1,012
ACM
3446
Arlington Capital Management
Illinois
$177M +$14.6M +9% 137
ES
3447
Element Squared
Minnesota
$177M -$7M -4% 72
WFL
3448
Wealth Forward LLC
North Dakota
$177M +$219K +0.1% 44
CPL
3449
CAP Partners LLC
Tennessee
$177M +$590K +0.3% 153
CTC
3450
Cetera Trust Company
Minnesota
$177M -$10.1M -5% 366