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
FFA
1326
Fairfield Financial Advisors
Massachusetts
$290M -$16.6M -5% 75
FF
1327
Friday Financial
Iowa
$290M +$6.56M +2% 95
AA
1328
Altrafin AG
$290M -$25.2M -8% 56
PIA
1329
Powell Investment Advisors
Florida
$290M -$371K -0.1% 177
GJIA
1330
Glass Jacobson Investment Advisors
Maryland
$290M +$12M +4% 623
NPI
1331
New Perspectives Inc
Mississippi
$289M +$370K +0.1% 44
RIA
1332
Realta Investment Advisors
Delaware
$288M -$16.2M -5% 405
EW
1333
Enzi Wealth
Texas
$288M +$4.44M +2% 73
TW
1334
ticino wealth
California
$288M +$17.9M +7% 143
LCM
1335
Lazari Capital Management
California
$287M -$10.2M -3% 180
EWA
1336
Encompass Wealth Advisors
Oregon
$287M -$6.51M -2% 106
IWM
1337
Iams Wealth Management
Nebraska
$287M +$9.83M +4% 202
SA
1338
Skyline Advisors
Washington
$287M -$12.9M -4% 128
AWM
1339
Avaii Wealth Management
Wisconsin
$286M +$10.6M +4% 170
MAG
1340
Mayfair Advisory Group
Alabama
$286M +$28.9M +11% 184
IRAG
1341
Investment Research & Advisory Group
Georgia
$286M -$15.8M -5% 295
MWA
1342
Mills Wealth Advisors
Texas
$286M +$32.7M +13% 86
MC
1343
Muzinich & Co
New York
$286M -$32.1M -10% 38
HMP
1344
HS Management Partners
New York
$286M -$183M -39% 27
SIIL
1345
Sinvest Investments II Ltd
$286M -$105M -27% 1
ILI
1346
Invesco LLC (Illinois)
Illinois
$286M -$11.8M -4% 137
BSI
1347
Bennett Selby Investments
Maine
$285M -$25.8M -8% 87
GSC
1348
G&S Capital
Colorado
$285M +$1.52M +0.5% 143
AFS
1349
Axiom Financial Strategies
Indiana
$284M +$46.4M +20% 53
MAM
1350
MMA Asset Management
Pennsylvania
$284M +$3.55M +1% 200