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, 6,885 funds (~78%) 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
EHMS
6401
Empower Harvest Management Services
Cayman Islands
$74.5M -$21.8M -23% 1
LCM
6402
LDR Capital Management
New York
$74.4M +$2.23M +3% 50
HCVG
6403
H Capital V GP
Cayman Islands
$74.1M -$3.91M -5% 1
WWP
6404
Wise Wealth Partners
Arizona
$73.9M +$4.19M +6% 54
TWM
6405
Tripletail Wealth Management
Florida
$73.4M -$5.56M -7% 278
TC
6406
T3 Companies
New York
$73.3M -$4.76M -6% 238
BWM
6407
Benson Wealth Management
Tennessee
$73.1M -$16.7M -19% 397
TIM
6408
Timelo Investment Management
Ontario, Canada
$73M -$21.2M -23% 73
BP
6409
Baypointe Partners
Connecticut
$72.9M +$25.3M +53% 23
WH
6410
Wallace Hart
Kentucky
$72.6M -$63.1M -47% 59
DWRES
6411
Divco West Real Estate Services
California
$71.9M -$21.4M -23% 4
MC
6412
Medici Capital
California
$71.6M -$19.6M -22% 13
HB
6413
Hauser Brothers
Germany
$71.4M -$69.3M -49% 4
RL
6414
Retireful LLC
Michigan
$71M -$8.74M -11% 129
FCI
6415
Financial Counselors Inc
Kansas
$70.9M -$1.25M -2% 13
CCM
6416
Courage Capital Management
Tennessee
$70.6M -$1.73M -2% 14
BIA
6417
Baer Investment Advisory
California
$70.4M -$1.25M -2% 26
WG
6418
WMS Group
Louisiana
$68.8M -$9.86M -13% 59
FWA
6419
Fidelis Wealth Advisors
Colorado
$68.7M -$323K -0.5% 11
CLP
6420
Charis Legacy Partners
Texas
$68.4M +$617K +0.9% 27
MA
6421
McGrath & Associates
North Carolina
$68M -$2.47M -4% 43
BWM
6422
Blossom Wealth Management
California
$67.4M +$6.83M +11% 82
VIM
6423
VCU Investment Management
Virginia
$67.2M -$18M -21% 3
SRC
6424
Samson Rock Capital
United Kingdom
$67M +$5.74M +9% 4
MAMU
6425
Myriad Asset Management US
Florida
$66.7M +$6.97M +12% 67