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, 4,488 funds (~51%) 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
TC
4251
T3 Companies
New York
$73.3M -$4.76M -6% 238
BP
4252
Baypointe Partners
Connecticut
$72.9M +$25.3M +53% 23
RL
4253
Retireful LLC
Michigan
$71M -$8.74M -11% 129
FCI
4254
Financial Counselors Inc
Kansas
$70.9M -$1.25M -2% 13
BIA
4255
Baer Investment Advisory
California
$70.4M -$1.25M -2% 26
WG
4256
WMS Group
Louisiana
$68.8M -$9.86M -13% 59
CLP
4257
Charis Legacy Partners
Texas
$68.4M +$617K +0.9% 27
MA
4258
McGrath & Associates
North Carolina
$68M -$2.47M -4% 43
BWM
4259
Blossom Wealth Management
California
$67.4M +$6.83M +11% 82
VIM
4260
VCU Investment Management
Virginia
$67.2M -$18M -21% 3
SRC
4261
Samson Rock Capital
United Kingdom
$67M +$5.74M +9% 4
MAMU
4262
Myriad Asset Management US
Florida
$66.7M +$6.97M +12% 67
MA
4263
Mosaic Advisors
Texas
$66.6M +$14.7M +28% 47
S4W
4264
Solutions 4 Wealth
Texas
$66.5M +$306K +0.5% 63
SWM
4265
Stronghold Wealth Management
Florida
$66.2M -$1.52M -2% 129
MSWM
4266
Mowery & Schoenfeld Wealth Management
Illinois
$65.5M -$3.53M -5% 501
PA
4267
ProCore Advisors
California
$65.2M -$32.3M -33% 99
JC
4268
JCSD Capital
California
$64.2M -$8.08M -11% 34
CIR
4269
Clear Investment Research
Georgia
$63.9M +$3.62M +6% 241
JWBC
4270
John W. Brooker & Co
California
$63.5M +$7.6M +14% 68
PC
4271
PCB Capital
New Jersey
$63.5M +$1.11M +2% 107
AIM
4272
Avanda Investment Management
Singapore
$63.1M -$37.4M -37% 34
NJBEST
4273
New Jersey Better Educational Savings Trust
New Jersey
$60.9M +$2.17M +4% 11
TCM
4274
Tuttle Capital Management
Connecticut
$60.8M +$15.6M +35% 182
CMANY
4275
Capital Management Associates (New York)
New York
$60.2M -$7.95M -12% 40