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, 2,424 funds (~28%) 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
BI
2226
Breachway Investments
Rhode Island
$104M +$9.36M +10% 99
JMA
2227
J.M. Arbour
Maine
$104M +$3.95M +4% 131
LCS
2228
Luma Capital SA
$104M -$2.68M -3% 12
RFPS
2229
Reality Financial Planning Services
Florida
$104M -$786K -0.8% 20
HPWM
2230
High Point Wealth Management
New Jersey
$104M -$2.9M -3% 276
CS
2231
Crescent Sterling
Louisiana
$103M +$5.79M +6% 83
FEM
2232
Fulcrum Equity Management
Texas
$103M -$1.76M -2% 152
PCM
2233
Park Capital Management
Wisconsin
$103M -$37M -27% 99
VFM
2234
Vision Financial Markets
Connecticut
$102M +$4.49M +5% 440
CIM
2235
Courant Investment Management
Tennessee
$102M -$8.19M -7% 7
F8IS
2236
Figure 8 Investment Strategies
Idaho
$102M -$9.92M -9% 64
HWA
2237
HighRoad Wealth Advisors
Oregon
$102M -$2.35M -2% 38
RHCA
2238
Rosenthal Henry Capital Advisors
Indiana
$102M -$5.72M -5% 42
LIC
2239
Laurus Investment Counsel
Canada
$102M -$20.7M -17% 46
WWA
2240
Wisconsin Wealth Advisors
Wisconsin
$102M -$383K -0.4% 87
MWC
2241
MKD Wealth Coaches
Michigan
$102M +$1.61M +2% 29
GAA
2242
Green Alpha Advisors
Colorado
$102M -$7.59M -7% 116
JC
2243
JBGlobal.com
New York
$102M +$22.1M +28% 30
CG
2244
Curat Global
New Hampshire
$102M +$11.5M +13% 293
SSA
2245
Shepherd Street Advisors
California
$101M -$2.78M -3% 90
PCP
2246
Pacific Capital Partners
$101M +$7.19M +8% 65
BHPW
2247
Box Hill Private Wealth
Arizona
$101M +$2.37M +2% 70
BDPWM
2248
Barnes Dennig Private Wealth Management
Ohio
$101M +$1.38M +1% 350
TCM
2249
Traub Capital Management
Massachusetts
$101M -$3.13M -3% 141
CF
2250
Calder Financial
Pennsylvania
$101M -$1.12M -1% 42