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, 2,526 funds (~29%) 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
JC
2426
JCSD Capital
California
$64.2M -$8.08M -11% 34
JWBC
2427
John W. Brooker & Co
California
$63.5M +$7.6M +14% 68
PCA
2428
PMV Capital Advisers
Texas
$59.3M +$4.37M +8% 152
SA
2429
SL Advisors
New Jersey
$59.1M +$10.2M +21% 32
QWM
2430
QP Wealth Management
New Jersey
$58.4M -$55.1M -49% 118
TFIAP
2431
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$56.2M +$9.17M +20% 39
LFG
2432
Lockerman Financial Group
California
$55.6M +$3.43M +7% 91
AAM
2433
Alken Asset Management
United Kingdom
$55.5M -$5.79M -9% 45
BWA
2434
Bestgate Wealth Advisors
Maryland
$55.4M -$1.46M -3% 53
NFA
2435
Northwest Financial Advisors
Virginia
$51.8M +$3.2M +7% 76
GIM
2436
Groesbeck Investment Management
New Jersey
$51.3M -$1.66M -3% 96
GSC
2437
Ground Swell Capital
South Carolina
$50.7M +$2.09M +4% 200
AP
2438
Arlington Partners
Alabama
$50.1M +$36M +256% 62
FWM
2439
FLP Wealth Management
Arkansas
$48.9M +$6.52M +15% 81
IDBONY
2440
Israel Discount Bank of New York
New York
$45.6M +$8.83M +24% 41
CTC
2441
Corundum Trust Company
South Dakota
$43.8M -$133K -0.3% 56
CGIM
2442
Cannon Global Investment Management
Florida
$41.3M +$3.59M +10% 107
CPCM
2443
Cornerstone Partners Capital Management
Virginia
$40.3M +$4.01M +11% 8
CPM
2444
Connective Portfolio Management
New York
$36.9M -$18.6M -33% 47
PAWC
2445
P.A.W. Capital
Connecticut
$36.7M -$7.29M -17% 19
RF
2446
Roberts Foundation
California
$34.4M -$2.58M -7% 2
SL
2447
Savior LLC
Massachusetts
$28M +$341K +1% 24
BWG
2448
Berry Wealth Group
Texas
$26.8M -$1.72M -6% 32
IA
2449
ICG Advisors
California
$25.6M -$11.4M -31% 6
CH
2450
Cannae Holdings
Nevada
$24.6M -$55.8M -69% 2