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, 2,641 funds (~30%) 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
BC
2501
Bayforest Capital
United Kingdom
$89.3M -$44.9M -33% 1,116
UCM
2502
Up Capital Management
California
$89.1M -$22.7M -20% 28
JTF
2503
J. Team Financial
Texas
$89.1M -$10.9M -11% 96
CAM
2504
Capital Asset Management
Colorado
$88.8M -$1.45M -2% 79
XFP
2505
Xena Financial Planning
Oregon
$88.6M +$3.46M +4% 35
DI
2506
Decision Investments
California
$87.9M -$3.44M -4% 146
EFA
2507
Englebert Financial Advisers
Pennsylvania
$87.9M +$1.02M +1% 65
IWMO
2508
Integrated Wealth Management (Ohio)
Ohio
$87.2M -$1.76M -2% 104
OE
2509
October Effect
Virginia
$86.8M -$3.95M -4% 74
BSP
2510
Benefit Street Partners
New York
$86.4M -$4.35M -5% 23
CFO
2511
Capitol Family Office
Oregon
$84.7M $0 0% 48
SRC
2512
Samson Rock Capital
United Kingdom
$84.3M +$23M +38% 4
DM
2513
Delphi Management
Massachusetts
$83.6M -$19.1M -19% 84
WAG
2514
Wiser Advisor Group
Arizona
$82.7M -$4.72M -5% 240
FRIHG
2515
Fund Resources Investment Holding Group
$81.7M -$21.1M -21% 1
WP
2516
Walleye Partners
Wisconsin
$81.4M -$8.58M -10% 64
SWP
2517
Significant Wealth Partners
Illinois
$81.2M -$8.5M -9% 116
AM
2518
Ampfield Management
New York
$80.8M +$14.1M +21% 6
CA
2519
Centennial Advisors
Texas
$78.6M +$1.64M +2% 98
SWM
2520
Stapp Wealth Management
Washington
$78.3M +$675K +0.9% 36
YIM
2521
Yoffe Investment Management
Pennsylvania
$78.1M -$279K -0.4% 114
OWM
2522
Omnitrust Wealth Management
Florida
$77.2M -$1.46M -2% 74
DCA
2523
DB&C Advisors
Michigan
$77M -$2.77M -3% 71
PBT
2524
Pictet Bank & Trust
Bahamas
$76.1M -$7.31M -9% 35
HSPW
2525
Harrison Street Private Wealth
Colorado
$75.5M 21