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, 6,885 funds (~78%) 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
DA
2626
Dash Acquisitions
California
$480M +$462K +0.1% 70
YLHM
2627
Yelin Lapidot Holdings Management
Israel
$480M -$18.9M -4% 88
LIM
2628
Longfellow Investment Management
Massachusetts
$480M +$36.5M +8% 287
RFWA
2629
RPg Family Wealth Advisory
Massachusetts
$479M +$24.3M +5% 146
RF
2630
Rossby Financial
Florida
$479M +$161M +50% 2,297
FFG
2631
Frisch Financial Group
New York
$478M +$32.2M +7% 182
TCM
2632
Towneley Capital Management
California
$478M +$3.53M +0.7% 44
MVP
2633
Medina Value Partners
California
$477M +$49.5M +12% 37
BHWA
2634
Beacon Harbor Wealth Advisors
Virginia
$477M +$26M +6% 78
FAM
2635
Frontier Asset Management
Wyoming
$477M +$45.8M +11% 103
JSC
2636
Jackson Square Capital
California
$477M -$28.5M -6% 169
ACM
2637
Aisling Capital Management
New York
$476M -$2.63M -0.5% 14
PCMC
2638
Paragon Capital Management (Colorado)
Colorado
$476M -$26.4M -5% 210
CA
2639
Crumly & Associates
Illinois
$476M -$757K -0.2% 209
BF
2640
Brooklyn FI
New York
$476M +$8.6M +2% 81
CFA
2641
Churchill Financial Advisors
Kentucky
$476M +$149M +45% 132
VIA
2642
Vickerman Investment Advisors
Washington
$476M -$24.6M -5% 94
DECD
2643
DEVON ENERGY CORP/DE
Texas
$476M 1
RAM
2644
Rempart Asset Management
Canada
$475M -$53.6M -10% 37
AL4A
2645
Accel Leaders 4 Associates
California
$475M +$91.9M +24% 1
LEFP
2646
Leading Edge Financial Planning
Tennessee
$475M +$36.4M +8% 75
NDSI
2647
Newman Dignan & Sheerar Inc
Rhode Island
$475M -$4.8M -1% 198
KV
2648
Kickstand Ventures
New York
$475M +$396K +0.1% 136
PCM
2649
Poehling Capital Management
Wisconsin
$475M -$13.8M -3% 160
RCM
2650
Rivermont Capital Management
New York
$475M +$53.7M +13% 30