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
WP
1351
Wealthspan Partners
Iowa
$284M +$8.92M +3% 131
RA
1352
Rise Advisors
New York
$284M +$3.4M +1% 102
PAG
1353
Powers Advisory Group
Illinois
$284M +$18.1M +7% 129
BWL
1354
Beacon Wealthcare LLC
North Carolina
$284M -$7.66M -3% 26
FWMP
1355
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$284M +$7.94M +3% 93
LJHT
1356
Laurie J. Hall Trustee
$283M -$17.6M -6% 111
DIP
1357
Davis Investment Partners
North Carolina
$283M -$2.84M -1% 180
WE
1358
Wealth Effects
Massachusetts
$282M -$37.1M -12% 251
AFS
1359
Access Financial Services
Minnesota
$282M +$7.42M +3% 109
FCAM
1360
First Citizens Asset Management
North Carolina
$282M -$3.94M -1% 30
SIC
1361
Samalin Investment Counsel
New York
$282M +$72.3K +0% 335
DC
1362
Defender Capital
North Carolina
$282M -$26.7M -9% 40
TPW
1363
Tiller Private Wealth
Pennsylvania
$281M +$405K +0.1% 67
BA
1364
Bluesphere Advisors
Pennsylvania
$281M +$55.2M +24% 127
BWM
1365
Biltmore Wealth Management
Arizona
$281M +$16.3M +6% 62
FFP
1366
Freedom Financial Partners
Minnesota
$281M +$5.89M +2% 93
VC
1367
Veracity Capital
Georgia
$280M -$57.3M -17% 242
BWG
1368
Balanced Wealth Group
Ohio
$279M +$6.12M +2% 76
KF
1369
Ketron Financial
California
$279M -$21.1M -7% 60
CRI
1370
Colonial River Investments
Virginia
$279M -$1.36M -0.5% 245
EWP
1371
Elevation Wealth Partners
California
$279M -$3.25M -1% 1,147
MPAM
1372
Murphy Pohlad Asset Management
Minnesota
$279M +$18.5M +7% 137
CG
1373
Clarus Group
Texas
$279M +$1.35M +0.5% 116
LJCM
1374
Lee Johnson Capital Management
Texas
$279M -$12.6M -4% 115
QFPS
1375
Quantum Financial Planning Services
Washington
$278M +$2.51M +0.9% 57