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
FEM
3626
Fulcrum Equity Management
Texas
$103M -$1.76M -2% 152
PCM
3627
Park Capital Management
Wisconsin
$103M -$37M -27% 99
ES
3628
ETF Store
Kansas
$103M +$4.65M +5% 104
PWM
3629
Platt Wealth Management
California
$103M +$1.69M +2% 50
VFM
3630
Vision Financial Markets
Connecticut
$102M +$4.49M +5% 440
CIM
3631
Courant Investment Management
Tennessee
$102M -$8.19M -7% 7
F8IS
3632
Figure 8 Investment Strategies
Idaho
$102M -$9.92M -9% 64
HWA
3633
HighRoad Wealth Advisors
Oregon
$102M -$2.35M -2% 38
RHCA
3634
Rosenthal Henry Capital Advisors
Indiana
$102M -$5.72M -5% 42
LIC
3635
Laurus Investment Counsel
Canada
$102M -$20.7M -17% 46
BU
3636
Brown University
Rhode Island
$102M -$40.7M -29% 12
WWA
3637
Wisconsin Wealth Advisors
Wisconsin
$102M -$383K -0.4% 87
MWC
3638
MKD Wealth Coaches
Michigan
$102M +$1.61M +2% 29
GAA
3639
Green Alpha Advisors
Colorado
$102M -$7.59M -7% 116
JC
3640
JBGlobal.com
New York
$102M +$22.1M +28% 30
CG
3641
Curat Global
New Hampshire
$102M +$11.5M +13% 293
SSA
3642
Shepherd Street Advisors
California
$101M -$2.78M -3% 90
BAM
3643
Burkett Asset Management
$101M +$2.51M +3% 67
PCP
3644
Pacific Capital Partners
$101M +$7.19M +8% 65
BHPW
3645
Box Hill Private Wealth
Arizona
$101M +$2.37M +2% 70
HA
3646
Hyposwiss Advisors
$101M -$792K -0.8% 118
HWM
3647
Hobbs Wealth Management
Indiana
$101M -$1.67M -2% 25
BDPWM
3648
Barnes Dennig Private Wealth Management
Ohio
$101M +$1.38M +1% 350
TCM
3649
Traub Capital Management
Massachusetts
$101M -$3.13M -3% 141
CF
3650
Calder Financial
Pennsylvania
$101M -$1.12M -1% 42