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, 7,659 funds (~87%) 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
MA
7126
Mosaic Advisors
Texas
$66.6M +$14.7M +28% 47
S4W
7127
Solutions 4 Wealth
Texas
$66.5M +$306K +0.5% 63
SWM
7128
Stronghold Wealth Management
Florida
$66.2M -$1.52M -2% 129
ILCM
7129
Ivy Lane Capital Management
Florida
$66.1M -$12.9M -16% 15
EVC
7130
Emeth Value Capital
Louisiana
$66M -$15.1M -19% 5
MSWM
7131
Mowery & Schoenfeld Wealth Management
Illinois
$65.5M -$3.53M -5% 501
PA
7132
ProCore Advisors
California
$65.2M -$32.3M -33% 99
HFCII
7133
H&F Corporate Investors IX
California
$65.2M -$19.3M -23% 1
NIP
7134
Norwood Investment Partners
California
$65M -$23.8M -27% 18
CPM
7135
Corre Partners Management
New York
$64.9M -$14.3M -18% 4
APGDR
7136
Absoluto Partners Gestao de Recursos
Brazil
$64.5M -$11.4M -15% 2
1M
7137
13D Management
New York
$64.5M -$19.5M -23% 17
CMU
7138
Carnegie Mellon University
Pennsylvania
$64.3M -$25M -28% 5
JC
7139
JCSD Capital
California
$64.2M -$8.08M -11% 34
CIR
7140
Clear Investment Research
Georgia
$63.9M +$3.62M +6% 241
HFCIV
7141
H&F Corporate Investors VIII
California
$63.5M -$103M -62% 1
JWBC
7142
John W. Brooker & Co
California
$63.5M +$7.6M +14% 68
PC
7143
PCB Capital
New Jersey
$63.5M +$1.11M +2% 107
PCOTEOTHU
7144
Provident Company of the Employees of the Hebrew University
Israel
$63.4M -$32.9M -34% 37
CSTB
7145
Charles Schwab Trust Bank
Nevada
$63.3M -$5.18M -8% 1
AIM
7146
Avanda Investment Management
Singapore
$63.1M -$37.4M -37% 34
1I
7147
1888 Investments
Colorado
$63M +$52.7M +511% 3
CUIC
7148
China-UAE Investment Cooperation
$62.9M -$4.58M -7% 1
IC
7149
Immersion Capital
United Kingdom
$62.8M -$6.29M -9% 11
KA
7150
KDT Advisors
New York
$62.8M -$8.54M -12% 73