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
JC
3776
JCSD Capital
California
$64.2M -$8.08M -11% 34
CIR
3777
Clear Investment Research
Georgia
$63.9M +$3.62M +6% 241
JWBC
3778
John W. Brooker & Co
California
$63.5M +$7.6M +14% 68
PC
3779
PCB Capital
New Jersey
$63.5M +$1.11M +2% 107
AIM
3780
Avanda Investment Management
Singapore
$63.1M -$37.4M -37% 34
NJBEST
3781
New Jersey Better Educational Savings Trust
New Jersey
$60.9M +$2.17M +4% 11
TCM
3782
Tuttle Capital Management
Connecticut
$60.8M +$15.6M +35% 182
CMANY
3783
Capital Management Associates (New York)
New York
$60.2M -$7.95M -12% 40
PCA
3784
PMV Capital Advisers
Texas
$59.3M +$4.37M +8% 152
SA
3785
SL Advisors
New Jersey
$59.1M +$10.2M +21% 32
QWM
3786
QP Wealth Management
New Jersey
$58.4M -$55.1M -49% 118
TFIAP
3787
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$56.2M +$9.17M +20% 39
LFG
3788
Lockerman Financial Group
California
$55.6M +$3.43M +7% 91
AAM
3789
Alken Asset Management
United Kingdom
$55.5M -$5.79M -9% 45
BWA
3790
Bestgate Wealth Advisors
Maryland
$55.4M -$1.46M -3% 53
MP
3791
MIO Partners
New York
$55.2M -$2.86M -5% 5
YAVAPFMC
3792
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$53.8M +$10.3M +24% 27
NFA
3793
Northwest Financial Advisors
Virginia
$51.8M +$3.2M +7% 76
GIM
3794
Groesbeck Investment Management
New Jersey
$51.3M -$1.66M -3% 96
GSC
3795
Ground Swell Capital
South Carolina
$50.7M +$2.09M +4% 200
AP
3796
Arlington Partners
Alabama
$50.1M +$36M +256% 62
SAMC
3797
Spectrum Asset Management (Connecticut)
Connecticut
$50M -$29.4M -37% 4
FWM
3798
FLP Wealth Management
Arkansas
$48.5M +$6.29M +15% 79
PFA
3799
Portland Financial Advisors
New York
$48.1M +$1.06M +2% 82
IDBONY
3800
Israel Discount Bank of New York
New York
$45.6M +$8.83M +24% 41