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
TCRG
4301
Twin Cities Retirement Group
Minnesota
$109M +$5.74M +6% 24
BCM
4302
Bretton Capital Management
California
$109M -$10.2M -9% 18
KPWM
4303
KDK Private Wealth Management
Texas
$109M -$5.25M -5% 73
PCMN
4304
Paradigm Capital Management (Nevada)
Nevada
$109M +$1.55M +1% 66
MGI
4305
Miller Global Investments
Texas
$109M -$1.41M -1% 309
TPWM
4306
Torrey-Payne Wealth Management
California
$109M -$2.57M -2% 41
CFM
4307
Cornerstone Financial Management
Massachusetts
$109M +$2.52M +2% 1,400
SC
4308
Simcoe Capital
Washington
$109M +$2.79M +3% 37
WP
4309
WealthSpring Partners
California
$109M +$11.4M +12% 73
PL
4310
PeakShares LLC
Florida
$109M +$6.53M +6% 134
PC
4311
Payne Capital
Oregon
$109M +$10.7M +11% 66
DHC
4312
Drum Hill Capital
Connecticut
$109M +$12.6M +13% 50
KWM
4313
Kassira Wealth Management
Tennessee
$109M +$3.46M +3% 68
IWC
4314
Infinity Wealth Counsel
Ohio
$109M -$902K -0.8% 63
DA
4315
Dougherty & Associates
Florida
$109M -$3.03M -3% 56
BOTPPF
4316
Board of the Pension Protection Fund
United Kingdom
$109M +$3.7M +4% 266
SAM
4317
Sherman Asset Management
California
$109M -$9.4M -8% 158
TCM
4318
TABR Capital Management
California
$109M -$41.2M -27% 76
KP
4319
Kitching Partners
Pennsylvania
$109M -$877K -0.8% 45
MM
4320
Morangie Management
Florida
$109M -$16.8M -13% 33
GIPW
4321
Granite Islands Private Wealth
Connecticut
$109M -$41.2K -0% 81
RBC
4322
Rye Brook Capital
Connecticut
$108M +$1.41M +1% 37
UOCIM
4323
University of Cambridge Investment Management
$108M -$83.6M -44% 1
FA
4324
Finhabits Advisors
New York
$108M +$1.83M +2% 15
EWA
4325
Eagle Wealth Advisors
Connecticut
$108M -$8.94M -8% 105