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
JRSI
7526
Jeter Robert S II
$100M 43
ERWM
7527
E&R Wealth Management
South Carolina
$100M +$4.57M +5% 12
GC
7528
Grange Capital
Oregon
$100M -$3.84M -4% 53
AIM
7529
Alamut Investment Management
$100M +$18M +22% 3
VWA
7530
Vistica Wealth Advisors
California
$100M -$95.4K -0.1% 50
EAM
7531
Eschler Asset Management
United Kingdom
$100M -$46.8M -32% 63
SPL
7532
Smart Portfolios LLC
Washington
$100M -$135K -0.1% 100
FCM
7533
Fourier Capital Management
$100M +$6.03M +6% 27
AA
7534
AlphaCentric Advisors
Puerto Rico
$100M -$233K -0.2% 305
WCM
7535
Weber Capital Management
California
$100M -$5.8M -5% 14
RBDF
7536
Robert B. Daugherty Foundation
Nebraska
$100M -$598K -0.6% 1
HCM
7537
Hicks Capital Management
Ohio
$100M +$699K +0.7% 38
AC
7538
Arrow Capital
Australia
$100M -$4.37M -4% 28
OIS
7539
OneAscent Investment Solutions
Alabama
$100M +$5.56M +6% 133
PWML
7540
Peck Wealth Management, LLC
New York
$99.7M -$6.04M -6% 132
AVI
7541
Asset Value Investors
United Kingdom
$99.6M -$17.5M -15% 3
MBC
7542
Michael Brady & Co
Ohio
$99.5M -$661K -0.7% 55
RIG
7543
Ramiah Investment Group
Wisconsin
$99.5M -$2.66M -3% 38
BAM
7544
Banta Asset Management
California
$99.5M -$10.2M -9% 20
LWM
7545
Lionsbridge Wealth Management
Florida
$99.5M +$610K +0.6% 64
SV
7546
Sapphire Ventures
Texas
$99.4M +$25.2M +34% 5
CCM
7547
Candelo Capital Management
New York
$99.4M -$10.2M -9% 38
PBK
7548
Peoples Bank (Kansas)
Kansas
$99.4M -$79.6K -0.1% 103
CCM
7549
Capstone Capital Management
$99.3M -$4.85M -5% 136
PFG
7550
Putney Financial Group
California
$99.3M -$7.71M -7% 88