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, 7,438 funds (~85%) 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
S4W
6926
Solutions 4 Wealth
Texas
$66.5M +$306K +0.5% 63
SWM
6927
Stronghold Wealth Management
Florida
$66.2M -$1.52M -2% 129
ILCM
6928
Ivy Lane Capital Management
Florida
$66.1M -$12.9M -16% 15
EVC
6929
Emeth Value Capital
Louisiana
$66M -$15.1M -19% 5
MSWM
6930
Mowery & Schoenfeld Wealth Management
Illinois
$65.5M -$3.53M -5% 501
PA
6931
ProCore Advisors
California
$65.2M -$32.3M -33% 99
HFCII
6932
H&F Corporate Investors IX
California
$65.2M -$19.3M -23% 1
NIP
6933
Norwood Investment Partners
California
$65M -$23.8M -27% 18
CPM
6934
Corre Partners Management
New York
$64.9M -$14.3M -18% 4
APGDR
6935
Absoluto Partners Gestao de Recursos
Brazil
$64.5M -$11.4M -15% 2
1M
6936
13D Management
New York
$64.5M -$19.5M -23% 17
CMU
6937
Carnegie Mellon University
Pennsylvania
$64.3M -$25M -28% 5
JC
6938
JCSD Capital
California
$64.2M -$8.08M -11% 34
CIR
6939
Clear Investment Research
Georgia
$63.9M +$3.62M +6% 241
HFCIV
6940
H&F Corporate Investors VIII
California
$63.5M -$103M -62% 1
JWBC
6941
John W. Brooker & Co
California
$63.5M +$7.6M +14% 68
PC
6942
PCB Capital
New Jersey
$63.5M +$1.11M +2% 107
PCOTEOTHU
6943
Provident Company of the Employees of the Hebrew University
Israel
$63.4M -$32.9M -34% 37
CSTB
6944
Charles Schwab Trust Bank
Nevada
$63.3M -$5.18M -8% 1
AIM
6945
Avanda Investment Management
Singapore
$63.1M -$37.4M -37% 34
1I
6946
1888 Investments
Colorado
$63M +$52.7M +511% 3
CUIC
6947
China-UAE Investment Cooperation
$62.9M -$4.58M -7% 1
IC
6948
Immersion Capital
United Kingdom
$62.8M -$6.29M -9% 11
AC
6949
Amitell Capital
Singapore
$62.4M -$27.1M -30% 24
KC
6950
Kepos Capital
New York
$61.3M +$43.7M +248% 154