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
TLP
2701
Trinity Legacy Partners
Texas
$462M +$25.9M +6% 109
PRCP
2702
Pacific Ridge Capital Partners
Oregon
$462M +$6.26M +1% 144
GLAM
2703
Gardner Lewis Asset Management
Pennsylvania
$462M +$67.4M +17% 106
DI
2704
DAGCO Inc
Ohio
$461M +$28.4M +7% 391
HP
2705
Hartree Partners
New York
$461M +$188M +69% 139
BIG
2706
Builder Investment Group
Georgia
$461M -$2.08M -0.4% 106
FC
2707
Fulcrum Capital
Washington
$461M -$37.3M -7% 102
WCM
2708
Weaver Capital Management
Georgia
$460M -$12.3M -3% 187
MCB
2709
Morton Community Bank
Illinois
$460M -$2.65M -0.6% 119
RWM
2710
Rockline Wealth Management
New York
$460M -$30.4M -6% 118
PIN
2711
Prudent Investors Network
California
$459M +$23.4M +5% 80
FCG
2712
Fielder Capital Group
Tennessee
$459M -$10.7M -2% 314
VAS
2713
Valicenti Advisory Services
New York
$459M -$19M -4% 86
UAM
2714
UAS Asset Management
New York
$458M -$15.8M -3% 16
OCM
2715
Olstein Capital Management
New York
$458M -$29.5M -6% 103
MIC
2716
Maxi Investments CY
Cyprus
$458M -$92.3M -17% 153
AWMG
2717
Alliance Wealth Management Group
New Jersey
$457M +$1.42M +0.3% 99
MFS
2718
Madrona Financial Services
Washington
$457M -$11.1M -2% 136
TCMP
2719
Thrive Capital Management (Pennsylvania)
Pennsylvania
$456M +$7.3M +2% 184
EIA
2720
Eldridge Investment Advisors
New Hampshire
$456M +$2.09M +0.5% 166
LC
2721
Landaas & Company
Wisconsin
$456M +$1.38M +0.3% 138
AWM
2722
Adams Wealth Management
Utah
$455M -$13.2M -3% 185
WMA
2723
West Michigan Advisors
Michigan
$455M +$19.6M +5% 332
AIS
2724
AM Investment Strategies
Tennessee
$455M -$26M -5% 122
DACS
2725
Dymon Asia Capital (Singapore)
Singapore
$455M +$3.89M +0.9% 232