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, 5,288 funds (~60%) 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
BIA
4976
Baer Investment Advisory
California
$70.4M -$1.25M -2% 26
WG
4977
WMS Group
Louisiana
$68.8M -$9.86M -13% 59
CLP
4978
Charis Legacy Partners
Texas
$68.4M +$617K +0.9% 27
MA
4979
McGrath & Associates
North Carolina
$68M -$2.47M -4% 43
BWM
4980
Blossom Wealth Management
California
$67.4M +$6.83M +11% 82
VIM
4981
VCU Investment Management
Virginia
$67.2M -$18M -21% 3
SRC
4982
Samson Rock Capital
United Kingdom
$67M +$5.74M +9% 4
MAMU
4983
Myriad Asset Management US
Florida
$66.7M +$6.97M +12% 67
MA
4984
Mosaic Advisors
Texas
$66.6M +$14.7M +28% 47
S4W
4985
Solutions 4 Wealth
Texas
$66.5M +$306K +0.5% 63
SWM
4986
Stronghold Wealth Management
Florida
$66.2M -$1.52M -2% 129
EVC
4987
Emeth Value Capital
Louisiana
$66M -$15.1M -19% 5
MSWM
4988
Mowery & Schoenfeld Wealth Management
Illinois
$65.5M -$3.53M -5% 501
PA
4989
ProCore Advisors
California
$65.2M -$32.3M -33% 99
HFCII
4990
H&F Corporate Investors IX
California
$65.2M -$19.3M -23% 1
JC
4991
JCSD Capital
California
$64.2M -$8.08M -11% 34
CIR
4992
Clear Investment Research
Georgia
$63.9M +$3.62M +6% 241
HFCIV
4993
H&F Corporate Investors VIII
California
$63.5M -$103M -62% 1
JWBC
4994
John W. Brooker & Co
California
$63.5M +$7.6M +14% 68
PC
4995
PCB Capital
New Jersey
$63.5M +$1.11M +2% 107
CSTB
4996
Charles Schwab Trust Bank
Nevada
$63.3M -$5.18M -8% 1
AIM
4997
Avanda Investment Management
Singapore
$63.1M -$37.4M -37% 34
CUIC
4998
China-UAE Investment Cooperation
$62.9M -$4.58M -7% 1
AC
4999
Amitell Capital
Singapore
$62.4M -$27.1M -30% 24
NJBEST
5000
New Jersey Better Educational Savings Trust
New Jersey
$60.9M +$2.17M +4% 11