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, 6,137 funds (~70%) 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
WIA
3401
Wealthedge Investment Advisors
New York
$272M +$1.85M +0.7% 162
SIM
3402
Sims Investment Management
Ohio
$272M -$10.8M -4% 45
BLAM
3403
Bourne Lent Asset Management
New York
$272M -$29.4M -10% 65
FG
3404
Franchise GP
$272M +$183M +206% 38
RAM
3405
RJA Asset Management
Connecticut
$272M -$10.7M -4% 4
BWIA
3406
Bryant Woods Investment Advisors
New York
$272M +$13.8M +5% 60
LCC
3407
Lincoln Capital Corp
Rhode Island
$272M -$9.82M -3% 112
TP
3408
TritonPoint Partners
Maryland
$272M +$84.3M +45% 211
CNBT
3409
Cornerstone National Bank & Trust
Illinois
$271M +$20.7M +8% 238
SCG
3410
Sonata Capital Group
Washington
$271M -$5.77M -2% 126
MAM
3411
Mullooly Asset Management
New Jersey
$271M -$2.4M -0.9% 54
SWM
3412
Sculati Wealth Management
Michigan
$271M -$12.8M -5% 118
MLM
3413
Mount Lucas Management
Pennsylvania
$271M +$44.9M +20% 206
PFG
3414
Prosperity Financial Group
California
$271M -$6.68M -2% 201
RP
3415
Ravenswood Partners
Virginia
$271M -$29.3M -10% 37
ACH
3416
Axis Capital Holdings
Bermuda
$270M -$14.5M -5% 3
RFA
3417
Register Financial Advisors
Georgia
$270M +$13.6M +5% 395
FDS
3418
First Dallas Securities
Texas
$270M +$1.56M +0.6% 123
HC
3419
Hendley & Co
Ohio
$270M -$9.5M -3% 50
IWM
3420
Inlight Wealth Management
Georgia
$270M -$3.02M -1% 235
AFG
3421
American Financial Group
Ohio
$270M -$6.11M -2% 73
SFS
3422
Searcy Financial Services
Kansas
$270M -$171K -0.1% 29
AAMC
3423
Asset Allocation & Management Company
Illinois
$270M +$18.5M +7% 100
AA
3424
AJ Advisors
Tennessee
$270M -$1.3M -0.5% 36
TWM
3425
Triton Wealth Management
Arizona
$270M +$3.66M +1% 134