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, 4,833 funds (~55%) 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
ZWA
4501
Zinnia Wealth Advisory
Florida
$89.3M -$3.14M -3% 103
BC
4502
Bayforest Capital
United Kingdom
$89.3M -$44.9M -33% 1,116
UCM
4503
Up Capital Management
California
$89.1M -$22.7M -20% 28
JTF
4504
J. Team Financial
Texas
$89.1M -$10.9M -11% 96
CAM
4505
Capital Asset Management
Colorado
$88.8M -$1.45M -2% 79
XFP
4506
Xena Financial Planning
Oregon
$88.6M +$3.46M +4% 35
GBA
4507
Garrison Bradford & Associates
New York
$88.4M -$3.73M -4% 41
DI
4508
Decision Investments
California
$87.9M -$3.44M -4% 146
EFA
4509
Englebert Financial Advisers
Pennsylvania
$87.9M +$1.02M +1% 65
IAP
4510
Indie Asset Partners
Indiana
$87.8M -$1.93M -2% 86
S2L
4511
Sparta 24 Ltd
Israel
$87.5M -$29.4M -25% 16
WI
4512
Wedgewood Investors
Pennsylvania
$87.2M -$586K -0.7% 107
IWMO
4513
Integrated Wealth Management (Ohio)
Ohio
$87.2M -$1.76M -2% 104
OE
4514
October Effect
Virginia
$86.8M -$3.95M -4% 74
VIS
4515
Vertex Investment Solutions
$86.5M -$14.3M -14% 29
BSP
4516
Benefit Street Partners
New York
$86.4M -$4.35M -5% 23
CFO
4517
Capitol Family Office
Oregon
$84.7M $0 0% 48
TIM
4518
Triad Investment Management
California
$84.7M -$14M -14% 38
OWA
4519
ORBA Wealth Advisors
Illinois
$83.9M -$31.3M -27% 79
DM
4520
Delphi Management
Massachusetts
$83.6M -$19.1M -19% 84
MPA
4521
Marvin & Palmer Associates
Delaware
$83.5M -$58M -41% 33
EAM
4522
Empery Asset Management
New York
$83M -$30.4M -27% 43
WAG
4523
Wiser Advisor Group
Arizona
$82.7M -$4.72M -5% 240
FWS
4524
FinDec Wealth Services
California
$81.8M -$11.5M -12% 32
FRIHG
4525
Fund Resources Investment Holding Group
$81.7M -$21.1M -21% 1