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, 7,247 funds (~82%) 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
EFA
6651
Englebert Financial Advisers
Pennsylvania
$87.9M +$1.02M +1% 65
KA
6652
Kore Advisors
Florida
$87.8M +$23.7M +37% 19
IAP
6653
Indie Asset Partners
Indiana
$87.8M -$1.93M -2% 86
MPEM
6654
Marathon Partners Equity Management
New York
$87.7M -$12.9M -13% 17
S2L
6655
Sparta 24 Ltd
Israel
$87.5M -$29.4M -25% 16
WI
6656
Wedgewood Investors
Pennsylvania
$87.2M -$586K -0.7% 107
IWMO
6657
Integrated Wealth Management (Ohio)
Ohio
$87.2M -$1.76M -2% 104
OE
6658
October Effect
Virginia
$86.8M -$3.95M -4% 74
GWM
6659
Greenline Wealth Management
Florida
$86.7M -$9.92M -10% 557
VIS
6660
Vertex Investment Solutions
$86.5M -$14.3M -14% 29
BSP
6661
Benefit Street Partners
New York
$86.4M -$4.35M -5% 23
AGC
6662
August Group Capital
$86.1M -$3.99M -4% 109
DCM
6663
Deuterium Capital Management
Florida
$86M +$17M +25% 28
VSCP
6664
Vesey Street Capital Partners
New York
$85.8M +$25.8M +43% 1
SAM
6665
Sunstone Asset Management
New York
$84.9M -$17.1M -17% 70
CFO
6666
Capitol Family Office
Oregon
$84.7M $0 0% 48
TIM
6667
Triad Investment Management
California
$84.7M -$14M -14% 38
PPP
6668
Prism Planning Partners
Illinois
$84.5M -$4.58M -5% 46
MIPU
6669
Man Investment Partners (US)
New York
$84.3M +$20.4M +32% 6
GIA
6670
Goodwin Investment Advisory
Georgia
$84M -$7.1M -8% 29
OWA
6671
ORBA Wealth Advisors
Illinois
$83.9M -$31.3M -27% 79
CL
6672
CPWA, LLC
Oregon
$83.7M 90
DM
6673
Delphi Management
Massachusetts
$83.6M -$19.1M -19% 84
MPA
6674
Marvin & Palmer Associates
Delaware
$83.5M -$58M -41% 33
CI
6675
CAZ Investments
Texas
$83M +$25.3M +44% 44