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, 2,725 funds (~31%) 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
LF
901
Lantz Financial
Illinois
$484M +$9.79M +2% 258
TAA
902
TB Alternative Assets
Cayman Islands
$481M -$130M -21% 66
BFA
903
Benedict Financial Advisors
Georgia
$480M +$6.03M +1% 139
YLHM
904
Yelin Lapidot Holdings Management
Israel
$480M -$18.9M -4% 88
TCM
905
Towneley Capital Management
California
$478M +$3.53M +0.7% 44
JSC
906
Jackson Square Capital
California
$477M -$28.5M -6% 169
PCMC
907
Paragon Capital Management (Colorado)
Colorado
$476M -$26.4M -5% 210
CA
908
Crumly & Associates
Illinois
$476M -$757K -0.2% 209
CFA
909
Churchill Financial Advisors
Kentucky
$476M +$149M +45% 132
RAM
910
Rempart Asset Management
Canada
$475M -$53.6M -10% 37
NDSI
911
Newman Dignan & Sheerar Inc
Rhode Island
$475M -$4.8M -1% 198
PCM
912
Poehling Capital Management
Wisconsin
$475M -$13.8M -3% 160
SWM
913
Silverlake Wealth Management
Vermont
$474M +$28.9M +6% 391
DWM
914
Drive Wealth Management
Utah
$474M -$38.5M -8% 417
FVCM
915
F&V Capital Management
Florida
$473M +$2.96M +0.6% 64
SDAM
916
Shulman DeMeo Asset Management
New York
$471M +$30M +7% 148
WAS
917
WESPAC Advisors SoCal
California
$470M -$25.6M -5% 132
UWP
918
Uniting Wealth Partners
Kansas
$470M +$143M +44% 214
VAMG
919
Voisard Asset Management Group
Michigan
$469M +$5.54M +1% 110
VCM
920
Verde Capital Management
Michigan
$468M -$1.24M -0.3% 74
RIG
921
Renaissance Investment Group
Massachusetts
$465M -$30.9M -6% 84
RAA
922
RWC Asset Advisors
Florida
$464M -$63.5M -12% 15
CPWM
923
Cypress Point Wealth Management
Texas
$464M +$6.11M +1% 132
DI
924
DDFG Inc
California
$464M +$7.2M +2% 90
WWM
925
Wiser Wealth Management
Georgia
$464M +$14M +3% 61