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, 2,641 funds (~30%) 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
FCT
1276
Family Capital Trust
Massachusetts
$306M $0 0% 87
LAM
1277
Lifestyle Asset Management
Texas
$306M -$1.22M -0.4% 161
GFPC
1278
Global Financial Private Client
Florida
$306M +$20.3M +7% 246
EFH
1279
Eaton Financial Holdings
Florida
$305M -$66.6M -18% 144
S
1280
Sunpointe
Missouri
$305M +$3.68M +1% 297
PS
1281
Planned Solutions
California
$303M -$6.32M -2% 146
LKBC
1282
L.K. Benson & Company
Maryland
$302M +$103M +52% 115
NFGCM
1283
Norman Fields Gottscho Capital Management
New York
$302M -$7.8M -3% 67
OWM
1284
OneAscent Wealth Management
Alabama
$302M +$2.02M +0.7% 180
CCA
1285
Cora Capital Advisors
New Jersey
$302M +$45.3M +18% 149
GFG
1286
Greenbush Financial Group
New York
$302M +$7.96M +3% 36
WAG
1287
Wheelhouse Advisory Group
Missouri
$302M +$38.9M +15% 54
DFA
1288
DHJJ Financial Advisors
Illinois
$302M +$671K +0.2% 1,095
TAFW
1289
Tred Avon Family Wealth
Maryland
$301M -$6.08M -2% 275
PP
1290
Pacifica Partners
Canada
$301M +$76.1M +34% 488
UWM
1291
USAdvisors Wealth Management
Minnesota
$301M -$2.46M -0.8% 144
SC
1292
Sykon Capital
New York
$300M -$11.6M -4% 126
UCB
1293
United Community Bank
South Carolina
$300M +$35.5M +13% 639
CG
1294
Corundum Group
Colorado
$299M +$1.2M +0.4% 122
JWS
1295
Juncture Wealth Strategies
Arizona
$299M -$4.6M -2% 146
BFA
1296
Buttonwood Financial Advisors
Maryland
$299M -$1.13M -0.4% 109
NI
1297
Nepsis Inc
Minnesota
$299M -$25.1M -8% 32
MA
1298
MKT Advisors
California
$298M +$5.22M +2% 165
JA
1299
JVL Associates
Michigan
$298M -$8.97M -3% 66
LAM
1300
Lynch Asset Management
Pennsylvania
$298M -$19.9M -6% 53