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, 4,833 funds (~55%) 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
WFI
2526
West Family Investments
California
$285M -$141M -33% 366
TF
2527
Theory Financial
Colorado
$285M -$11.9M -4% 106
VPF
2528
Vantage Point Financial
Illinois
$285M +$5.22M +2% 187
BSI
2529
Bennett Selby Investments
Maine
$285M -$25.8M -8% 87
GSC
2530
G&S Capital
Colorado
$285M +$1.52M +0.5% 143
PFT
2531
Providence First Trust
Arizona
$284M -$4.36M -2% 196
FFL
2532
Future Fund LLC
Illinois
$284M -$31.5M -10% 150
AFS
2533
Axiom Financial Strategies
Indiana
$284M +$46.4M +20% 53
MAM
2534
MMA Asset Management
Pennsylvania
$284M +$3.55M +1% 200
WP
2535
Wealthspan Partners
Iowa
$284M +$8.92M +3% 131
RA
2536
Rise Advisors
New York
$284M +$3.4M +1% 102
PAG
2537
Powers Advisory Group
Illinois
$284M +$18.1M +7% 129
BWL
2538
Beacon Wealthcare LLC
North Carolina
$284M -$7.66M -3% 26
FWMP
2539
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$284M +$7.94M +3% 93
LJHT
2540
Laurie J. Hall Trustee
$283M -$17.6M -6% 111
DIP
2541
Davis Investment Partners
North Carolina
$283M -$2.84M -1% 180
UFAC
2542
Urban Financial Advisory Corp
Illinois
$283M +$28.2M +11% 57
DKAM
2543
Drummond Knight Asset Management
Australia
$283M -$74.6M -21% 18
WE
2544
Wealth Effects
Massachusetts
$282M -$37.1M -12% 251
AFS
2545
Access Financial Services
Minnesota
$282M +$7.42M +3% 109
FCAM
2546
First Citizens Asset Management
North Carolina
$282M -$3.94M -1% 30
SIC
2547
Samalin Investment Counsel
New York
$282M +$72.3K +0% 335
DC
2548
Defender Capital
North Carolina
$282M -$26.7M -9% 40
II
2549
INCA Investments
Florida
$282M -$4.11M -1% 10
TPW
2550
Tiller Private Wealth
Pennsylvania
$281M +$405K +0.1% 67