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, 7,561 funds (~86%) 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
BV
6876
Boxwood Ventures
Illinois
$94.3M -$5.02M -5% 35
BFS
6877
Boyer Financial Services
California
$94.3M +$35.9K +0% 53
SRM
6878
Shelter Rock Management
New York
$94.3M -$5.28M -5% 44
NVIM
6879
New Vernon Investment Management
Illinois
$94.2M -$8.54M -8% 43
ICML
6880
Isabella Capital Management LLP
$94M -$6.24M -6% 9
WAM
6881
WealthCare Asset Management
Missouri
$94M -$14.3M -13% 43
AIA
6882
Arrow Investment Advisors
Maryland
$93.9M +$3.92M +4% 70
SCM
6883
SaddleRock Capital Management
New York
$93.8M -$6.03M -6% 20
FCM
6884
FirstWave Capital Management
Florida
$93.7M -$74.6M -44% 79
WCG
6885
Wall Capital Group
Arizona
$93.7M -$11.4M -11% 27
LAS
6886
LWM Advisory Services
Florida
$93.7M -$77M -45% 90
GAM
6887
Gritstone Asset Management
Maryland
$93.6M -$11.2M -11% 193
WAG
6888
Wallace Advisory Group
California
$93.6M -$1.69M -2% 140
TF
6889
Telligent Fund
Hong Kong
$93.6M +$3.67M +4% 32
RAM
6890
Robocap Asset Management
United Kingdom
$93.5M -$18.5M -16% 27
SPW
6891
Surience Private Wealth
Washington
$93.2M +$4.78M +5% 50
IIWM
6892
Investment Insight Wealth Management
New York
$92.7M -$9.13M -9% 37
YC
6893
Yunqi Capital
Hong Kong
$92.4M -$33M -26% 6
AW
6894
Aspirean Wealth
California
$92.1M +$519K +0.6% 18
MA
6895
Marquette Associates
Illinois
$91.9M +$13.8M +18% 36
ITG
6896
Index Technologies Group
New York
$91.8M -$3.97M -4% 171
GHAI
6897
Good Harbor Advisors, Inc.
Massachusetts
$91.6M +$5.67M +7% 83
SG
6898
Sherry Group
Arkansas
$91.6M -$3.85M -4% 45
KAM
6899
Kazazian Asset Management
Florida
$91.5M -$3.46M -4% 56
XC
6900
XY Capital
Hong Kong
$91.3M -$7.12M -7% 160