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, 5,377 funds (~61%) 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
BCM
4776
Bond Capital Management
California
$110M -$7.62M -6% 4
BAM
4777
Belleair Asset Management
Florida
$110M +$4.66M +4% 83
SHFG
4778
S Harris Financial Group
Texas
$110M +$5.22M +5% 114
HM
4779
Heronetta Management
New York
$110M -$63.4M -37% 25
DAM
4780
Directional Asset Management
Illinois
$109M -$4.62M -4% 97
TCRG
4781
Twin Cities Retirement Group
Minnesota
$109M +$5.74M +6% 24
BCM
4782
Bretton Capital Management
California
$109M -$10.2M -9% 18
KPWM
4783
KDK Private Wealth Management
Texas
$109M -$5.25M -5% 73
PCMN
4784
Paradigm Capital Management (Nevada)
Nevada
$109M +$1.55M +1% 66
MGI
4785
Miller Global Investments
Texas
$109M -$1.41M -1% 309
TPWM
4786
Torrey-Payne Wealth Management
California
$109M -$2.57M -2% 41
CFM
4787
Cornerstone Financial Management
Massachusetts
$109M +$2.52M +2% 1,400
SC
4788
Simcoe Capital
Washington
$109M +$2.79M +3% 37
WP
4789
WealthSpring Partners
California
$109M +$11.4M +12% 73
PL
4790
PeakShares LLC
Florida
$109M +$6.53M +6% 134
PC
4791
Payne Capital
Oregon
$109M +$10.7M +11% 66
DHC
4792
Drum Hill Capital
Connecticut
$109M +$12.6M +13% 50
KWM
4793
Kassira Wealth Management
Tennessee
$109M +$3.46M +3% 68
IWC
4794
Infinity Wealth Counsel
Ohio
$109M -$902K -0.8% 63
DA
4795
Dougherty & Associates
Florida
$109M -$3.03M -3% 56
EWM
4796
Elevation Wealth Management
Minnesota
$109M +$4.58M +4% 148
BOTPPF
4797
Board of the Pension Protection Fund
United Kingdom
$109M +$3.7M +4% 266
SAM
4798
Sherman Asset Management
California
$109M -$9.4M -8% 158
TCM
4799
TABR Capital Management
California
$109M -$41.2M -27% 76
KP
4800
Kitching Partners
Pennsylvania
$109M -$877K -0.8% 45