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, 5,636 funds (~64%) 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
LWM
5376
Laidlaw Wealth Management
New York
$28.8M -$3.5M -11% 58
SL
5377
Savior LLC
Massachusetts
$28M +$341K +1% 24
BWG
5378
Berry Wealth Group
Texas
$26.8M -$1.72M -6% 32
IA
5379
ICG Advisors
California
$25.6M -$11.4M -31% 6
CH
5380
Cannae Holdings
Nevada
$24.6M -$55.8M -69% 2
BMS
5381
Brummer Multi-Strategy
Sweden
$24M +$7.48M +45% 14
BCM
5382
Bancreek Capital Management
California
$23.1M -$908K -4% 17
BCM
5383
BCK Capital Management
Connecticut
$23M +$4.99M +28% 23
SPC
5384
Stone Point Capital
Connecticut
$21.9M -$11.6M -35% 1
LFA
5385
LGT Financial Advisors
Texas
$19.5M +$3.18M +20% 280
B
5386
BP
United Kingdom
$17.7M +$926K +6% 1
RA
5387
REX Advisers
Connecticut
$17.1M +$9.1M +113% 47
PA
5388
PPM America
Illinois
$16.6M +$5.67M +52% 5
PA
5389
Prossimo Advisors
California
$16.4M +$911K +6% 44
CVV
5390
Curative Ventures V
Texas
$15.6M -$5.24M -25% 1
PVI
5391
Pura Vida Investments
New York
$14.9M -$11.9M -44% 18
CL
5392
Cabana LLC
Arkansas
$12.7M -$604K -5% 13
T
5393
Transce3nd
Texas
$11.3M -$1.13M -9% 174
BS
5394
BCI Securities
Florida
$10.1M -$1.43M -12% 20
AIA
5395
Acute Investment Advisory
Arizona
$8.91M -$1.41M -14% 22
MS
5396
Mizuho Securities
Japan
$7.68M +$196K +3% 21
SCM
5397
Semanteon Capital Management
Massachusetts
$7.45M +$6.7M +898% 48
PCM
5398
Price Capital Management
Louisiana
$7.05M -$6.63M -48% 6
GCM
5399
Goanna Capital Management
Florida
$6.73M -$4.82M -42% 3
OFC
5400
Oakland Financial Corp
$6.34M +$300K +5% 10