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
SWP
6976
Significant Wealth Partners
Illinois
$81.2M -$8.5M -9% 116
BCM
6977
Beaumont Capital Management
Massachusetts
$81M -$69.1K -0.1% 45
FF
6978
Formulate Financial
Florida
$81M -$4.32M -5% 30
FWM
6979
FSR Wealth Management
Illinois
$80.8M -$4.31M -5% 46
AM
6980
Ampfield Management
New York
$80.8M +$14.1M +21% 6
HM
6981
HCEP Management
Hong Kong
$80.7M -$41.9M -34% 5
GCM
6982
Glaxis Capital Management
Florida
$79.9M +$21.5M +37% 56
ELM
6983
Elite Life Management
Florida
$79.9M +$18.2M +30% 60
TIAAOA
6984
Teachers Insurance & Annuity Association of America
New York
$79.7M -$5.38M -6% 99
CSMC
6985
Children's Medical Center
Massachusetts
$79.7M -$9.04M -10% 1
KC
6986
Kize Capital
New York
$79.6M -$5.13M -6% 6
CA
6987
Centennial Advisors
Texas
$78.6M +$1.64M +2% 98
SWR
6988
Spahn Wealth & Retirement
Arizona
$78.6M -$82.6M -51% 41
TPM
6989
Totem Point Management
New York
$78.4M -$21.9M -22% 22
SWM
6990
Stapp Wealth Management
Washington
$78.3M +$675K +0.9% 36
YIM
6991
Yoffe Investment Management
Pennsylvania
$78.1M -$279K -0.4% 114
GDCM
6992
Galaxy Digital Capital Management
New York
$77.7M -$1.75M -2% 48
SONJCPFE
6993
State of New Jersey Common Pension Fund E
New Jersey
$77.7M -$13.5M -15% 1
AC
6994
Avory & Company
Florida
$77.3M -$78.4M -50% 47
OWM
6995
Omnitrust Wealth Management
Florida
$77.2M -$1.46M -2% 74
DCA
6996
DB&C Advisors
Michigan
$77M -$2.77M -3% 71
NIM
6997
Natixis Investment Managers
Massachusetts
$76.9M +$41.8M +119% 2
BG
6998
BRX Global
New York
$76.7M -$25.5M -25% 3
EPCM
6999
Eagle Point Credit Management
Connecticut
$76.5M -$28.4M -27% 15
OCM
7000
Orchard Capital Management
Illinois
$76.4M -$38.8M -34% 48