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, 8,416 funds (~96%) 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
GAA
7501
Green Alpha Advisors
Colorado
$102M -$7.59M -7% 116
JC
7502
JBGlobal.com
New York
$102M +$22.1M +28% 30
CG
7503
Curat Global
New Hampshire
$102M +$11.5M +13% 293
SSA
7504
Shepherd Street Advisors
California
$101M -$2.78M -3% 90
BAM
7505
Burkett Asset Management
$101M +$2.51M +3% 67
OCM
7506
Obion Capital Management
Florida
$101M -$2.57M -2% 16
BCM
7507
Brightlight Capital Management
Connecticut
$101M -$39.3M -28% 10
PCP
7508
Pacific Capital Partners
$101M +$7.19M +8% 65
VCWM
7509
Vista Cima Wealth Management
Arizona
$101M -$18.7M -16% 57
TWS
7510
Thomas W. Smith
$101M -$6.97M -6% 6
BHPW
7511
Box Hill Private Wealth
Arizona
$101M +$2.37M +2% 70
HA
7512
Hyposwiss Advisors
$101M -$792K -0.8% 118
HWM
7513
Hobbs Wealth Management
Indiana
$101M -$1.67M -2% 25
AWA
7514
Ark Wealth Advisors
California
$101M +$8.07M +9% 84
RPC
7515
Royal Palms Capital
Montana
$101M +$16.7M +20% 52
BDPWM
7516
Barnes Dennig Private Wealth Management
Ohio
$101M +$1.38M +1% 350
TCI
7517
Triveni Capital Investments
Connecticut
$101M -$33.1M -25% 18
VCM
7518
Vines Capital Management
Louisiana
$101M -$1.7M -2% 78
HP
7519
Harbourvest Partners
Massachusetts
$101M -$73.3M -42% 8
WAL
7520
Walsh & Associates, LLC
Florida
$101M -$582K -0.6% 294
TCM
7521
Traub Capital Management
Massachusetts
$101M -$3.13M -3% 141
CF
7522
Calder Financial
Pennsylvania
$101M -$1.12M -1% 42
JBC
7523
Jefferson Bridge Capital
Tennessee
$101M +$1.37M +1% 55
PRAG
7524
Portfolio Resources Advisor Group
Florida
$101M +$579K +0.6% 161
ROP
7525
Rule One Partners
Georgia
$101M +$17.6M +21% 16