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, 3,958 funds (~45%) 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
DI
3726
Decision Investments
California
$87.9M -$3.44M -4% 146
EFA
3727
Englebert Financial Advisers
Pennsylvania
$87.9M +$1.02M +1% 65
WI
3728
Wedgewood Investors
Pennsylvania
$87.2M -$586K -0.7% 107
IWMO
3729
Integrated Wealth Management (Ohio)
Ohio
$87.2M -$1.76M -2% 104
OE
3730
October Effect
Virginia
$86.8M -$3.95M -4% 74
VIS
3731
Vertex Investment Solutions
$86.5M -$14.3M -14% 29
BSP
3732
Benefit Street Partners
New York
$86.4M -$4.35M -5% 23
CFO
3733
Capitol Family Office
Oregon
$84.7M $0 0% 48
OWA
3734
ORBA Wealth Advisors
Illinois
$83.9M -$31.3M -27% 79
DM
3735
Delphi Management
Massachusetts
$83.6M -$19.1M -19% 84
WAG
3736
Wiser Advisor Group
Arizona
$82.7M -$4.72M -5% 240
FWS
3737
FinDec Wealth Services
California
$81.8M -$11.5M -12% 32
FRIHG
3738
Fund Resources Investment Holding Group
$81.7M -$21.1M -21% 1
WP
3739
Walleye Partners
Wisconsin
$81.4M -$8.58M -10% 64
KFP
3740
Kerr Financial Planning
California
$81.4M +$7.41M +10% 545
RTC
3741
Riverview Trust Company
Washington
$81.2M -$1.86M -2% 230
SWP
3742
Significant Wealth Partners
Illinois
$81.2M -$8.5M -9% 116
FF
3743
Formulate Financial
Florida
$81M -$4.32M -5% 30
FWM
3744
FSR Wealth Management
Illinois
$80.8M -$4.31M -5% 46
AM
3745
Ampfield Management
New York
$80.8M +$14.1M +21% 6
CA
3746
Centennial Advisors
Texas
$78.6M +$1.64M +2% 98
SWM
3747
Stapp Wealth Management
Washington
$78.3M +$675K +0.9% 36
YIM
3748
Yoffe Investment Management
Pennsylvania
$78.1M -$279K -0.4% 114
SONJCPFE
3749
State of New Jersey Common Pension Fund E
New Jersey
$77.7M -$13.5M -15% 1
AC
3750
Avory & Company
Florida
$77.3M -$78.4M -50% 47