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
LAM
3451
LECAP Asset Management
United Kingdom
$266M +$14.8M +6% 406
DWA
3452
Delap Wealth Advisory
Oregon
$266M +$6.67M +3% 98
TWC
3453
Tencap Wealth Coaching
Utah
$266M +$1.48M +0.6% 7
KWA
3454
Kondo Wealth Advisors
California
$266M +$4.29M +2% 75
WFS
3455
Weitzel Financial Services
Iowa
$265M +$6.98M +3% 51
BCM
3456
Buckhead Capital Management
Georgia
$265M -$13.4M -5% 150
DA
3457
DCF Advisers
Connecticut
$265M -$37.6M -12% 89
LWMI
3458
Landmark Wealth Management (Illinois)
Illinois
$265M +$335K +0.1% 42
TP
3459
Tranquility Partners
Tennessee
$265M -$12.5M -5% 239
NI
3460
NYL Investors
New York
$265M -$29.7M -10% 32
FH
3461
FWG Holdings
Florida
$265M +$1.11M +0.4% 143
IA
3462
IMZ Advisory
Florida
$264M -$8.71M -3% 40
FI
3463
FIDELIS iM
Oregon
$264M +$6.7M +3% 27
SC
3464
Saiph Capital
New Jersey
$264M -$14.1M -5% 79
SAM
3465
Silphium Asset Management
United Kingdom
$264M +$28.1M +12% 56
FDW
3466
Fourth Dimension Wealth
Ohio
$264M -$10.3M -4% 634
ZIG
3467
Zullo Investment Group
Pennsylvania
$264M -$9.86M -4% 166
WOCP
3468
White Oak Capital Partners
Singapore
$264M +$940K +0.4% 20
CI
3469
Cherokee Insurance
Michigan
$263M +$16.8M +7% 123
SWMG
3470
Signature Wealth Management Group
Georgia
$263M +$18.1M +7% 135
MFP
3471
Meridian Financial Partners
Virginia
$263M +$10.3M +4% 125
TWA
3472
Trellis Wealth Advisors
California
$263M +$7.07M +3% 52
LCGC
3473
Legacy Capital Group California
California
$263M -$150M -36% 375
1CM
3474
1492 Capital Management
Wisconsin
$263M +$1.52M +0.6% 145
PIP
3475
Peachtree Investment Partners
Florida
$262M -$38.9M -13% 136