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
BAM
3551
Belleair Asset Management
Florida
$110M +$4.66M +4% 83
SHFG
3552
S Harris Financial Group
Texas
$110M +$5.22M +5% 114
HM
3553
Heronetta Management
New York
$110M -$63.4M -37% 25
DAM
3554
Directional Asset Management
Illinois
$109M -$4.62M -4% 97
TCRG
3555
Twin Cities Retirement Group
Minnesota
$109M +$5.74M +6% 24
BCM
3556
Bretton Capital Management
California
$109M -$10.2M -9% 18
KPWM
3557
KDK Private Wealth Management
Texas
$109M -$5.25M -5% 73
MGI
3558
Miller Global Investments
Texas
$109M -$1.41M -1% 309
TPWM
3559
Torrey-Payne Wealth Management
California
$109M -$2.57M -2% 41
WP
3560
WealthSpring Partners
California
$109M +$11.4M +12% 73
PC
3561
Payne Capital
Oregon
$109M +$10.7M +11% 66
DHC
3562
Drum Hill Capital
Connecticut
$109M +$12.6M +13% 50
KWM
3563
Kassira Wealth Management
Tennessee
$109M +$3.46M +3% 68
IWC
3564
Infinity Wealth Counsel
Ohio
$109M -$902K -0.8% 63
DA
3565
Dougherty & Associates
Florida
$109M -$3.03M -3% 56
BOTPPF
3566
Board of the Pension Protection Fund
United Kingdom
$109M +$3.7M +4% 266
SAM
3567
Sherman Asset Management
California
$109M -$9.4M -8% 158
TCM
3568
TABR Capital Management
California
$109M -$41.2M -27% 76
MM
3569
Morangie Management
Florida
$109M -$16.8M -13% 33
GIPW
3570
Granite Islands Private Wealth
Connecticut
$109M -$41.2K -0% 81
RBC
3571
Rye Brook Capital
Connecticut
$108M +$1.41M +1% 37
UOCIM
3572
University of Cambridge Investment Management
$108M -$83.6M -44% 1
EWA
3573
Eagle Wealth Advisors
Connecticut
$108M -$8.94M -8% 105
CCAL
3574
City Center Advisors LLC
Michigan
$108M -$497K -0.5% 187
NFTC
3575
North Forty Two & Co
Oregon
$108M +$2.2M +2% 98