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, 7,659 funds (~87%) 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
IWMO
7026
Integrated Wealth Management (Ohio)
Ohio
$87.2M -$1.76M -2% 104
OE
7027
October Effect
Virginia
$86.8M -$3.95M -4% 74
GWM
7028
Greenline Wealth Management
Florida
$86.7M -$9.92M -10% 557
VIS
7029
Vertex Investment Solutions
$86.5M -$14.3M -14% 29
BSP
7030
Benefit Street Partners
New York
$86.4M -$4.35M -5% 23
AGC
7031
August Group Capital
$86.1M -$3.99M -4% 109
DCM
7032
Deuterium Capital Management
Florida
$86M +$17M +25% 28
VSCP
7033
Vesey Street Capital Partners
New York
$85.8M +$25.8M +43% 1
SAM
7034
Sunstone Asset Management
New York
$84.9M -$17.1M -17% 70
CFO
7035
Capitol Family Office
Oregon
$84.7M $0 0% 48
TIM
7036
Triad Investment Management
California
$84.7M -$14M -14% 38
PPP
7037
Prism Planning Partners
Illinois
$84.5M -$4.58M -5% 46
MIPU
7038
Man Investment Partners (US)
New York
$84.3M +$20.4M +32% 6
GIA
7039
Goodwin Investment Advisory
Georgia
$84M -$7.1M -8% 29
OWA
7040
ORBA Wealth Advisors
Illinois
$83.9M -$31.3M -27% 79
HHGC
7041
Hunting Hill Global Capital
New York
$83.8M -$17.1M -17% 110
CL
7042
CPWA, LLC
Oregon
$83.7M 90
DM
7043
Delphi Management
Massachusetts
$83.6M -$19.1M -19% 84
MPA
7044
Marvin & Palmer Associates
Delaware
$83.5M -$58M -41% 33
CI
7045
CAZ Investments
Texas
$83M +$25.3M +44% 44
EAM
7046
Empery Asset Management
New York
$83M -$30.4M -27% 43
BC
7047
Blantyre Capital
United Kingdom
$82.8M -$22.8M -22% 1
WAG
7048
Wiser Advisor Group
Arizona
$82.7M -$4.72M -5% 240
FLC
7049
Fifth Lane Capital
Texas
$82.3M -$2.5M -3% 129
1C
7050
1060 Capital
Colorado
$82.3M +$43.2M +110% 13