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
FWP
2601
Firethorn Wealth Partners
Georgia
$273M +$5.36M +2% 204
LAM
2602
Lountzis Asset Management
Pennsylvania
$273M -$8.98M -3% 53
RMP
2603
Richards, Merrill & Peterson
Washington
$273M +$11.7M +4% 295
BCP
2604
Blackhawk Capital Partners
Wisconsin
$273M +$6.26M +2% 164
SFPG
2605
Stonebridge Financial Planning Group
Florida
$272M -$4.69M -2% 178
TWM
2606
Trinity Wealth Management
Pennsylvania
$272M +$813K +0.3% 74
AGP
2607
Autumn Glory Partners
Texas
$272M -$13.1M -5% 224
WIA
2608
Wealthedge Investment Advisors
New York
$272M +$1.85M +0.7% 162
SIM
2609
Sims Investment Management
Ohio
$272M -$10.8M -4% 45
BLAM
2610
Bourne Lent Asset Management
New York
$272M -$29.4M -10% 65
FG
2611
Franchise GP
$272M +$183M +206% 38
RAM
2612
RJA Asset Management
Connecticut
$272M -$10.7M -4% 4
BWIA
2613
Bryant Woods Investment Advisors
New York
$272M +$13.8M +5% 60
LCC
2614
Lincoln Capital Corp
Rhode Island
$272M -$9.82M -3% 112
TP
2615
TritonPoint Partners
Maryland
$272M +$84.3M +45% 211
CNBT
2616
Cornerstone National Bank & Trust
Illinois
$271M +$20.7M +8% 238
SCG
2617
Sonata Capital Group
Washington
$271M -$5.77M -2% 126
MAM
2618
Mullooly Asset Management
New Jersey
$271M -$2.4M -0.9% 54
SWM
2619
Sculati Wealth Management
Michigan
$271M -$12.8M -5% 118
MLM
2620
Mount Lucas Management
Pennsylvania
$271M +$44.9M +20% 206
ACH
2621
Axis Capital Holdings
Bermuda
$270M -$14.5M -5% 3
RFA
2622
Register Financial Advisors
Georgia
$270M +$13.6M +5% 395
FDS
2623
First Dallas Securities
Texas
$270M +$1.56M +0.6% 123
HC
2624
Hendley & Co
Ohio
$270M -$9.5M -3% 50
IWM
2625
Inlight Wealth Management
Georgia
$270M -$3.02M -1% 235