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, 4,833 funds (~55%) 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
FCM
1726
Firestone Capital Management
Florida
$480M +$8.88M +2% 172
DA
1727
Dash Acquisitions
California
$480M +$462K +0.1% 70
YLHM
1728
Yelin Lapidot Holdings Management
Israel
$480M -$18.9M -4% 88
FFG
1729
Frisch Financial Group
New York
$478M +$32.2M +7% 182
TCM
1730
Towneley Capital Management
California
$478M +$3.53M +0.7% 44
BHWA
1731
Beacon Harbor Wealth Advisors
Virginia
$477M +$26M +6% 78
FAM
1732
Frontier Asset Management
Wyoming
$477M +$45.8M +11% 103
JSC
1733
Jackson Square Capital
California
$477M -$28.5M -6% 169
ACM
1734
Aisling Capital Management
New York
$476M -$2.63M -0.5% 14
PCMC
1735
Paragon Capital Management (Colorado)
Colorado
$476M -$26.4M -5% 210
CA
1736
Crumly & Associates
Illinois
$476M -$757K -0.2% 209
CFA
1737
Churchill Financial Advisors
Kentucky
$476M +$149M +45% 132
RAM
1738
Rempart Asset Management
Canada
$475M -$53.6M -10% 37
AL4A
1739
Accel Leaders 4 Associates
California
$475M +$91.9M +24% 1
NDSI
1740
Newman Dignan & Sheerar Inc
Rhode Island
$475M -$4.8M -1% 198
KV
1741
Kickstand Ventures
New York
$475M +$396K +0.1% 136
PCM
1742
Poehling Capital Management
Wisconsin
$475M -$13.8M -3% 160
SWM
1743
Silverlake Wealth Management
Vermont
$474M +$28.9M +6% 391
DWM
1744
Drive Wealth Management
Utah
$474M -$38.5M -8% 417
FVCM
1745
F&V Capital Management
Florida
$473M +$2.96M +0.6% 64
CTWM
1746
Cherry Tree Wealth Management
Minnesota
$473M -$885K -0.2% 605
SDAM
1747
Shulman DeMeo Asset Management
New York
$471M +$30M +7% 148
WAS
1748
WESPAC Advisors SoCal
California
$470M -$25.6M -5% 132
RWMH
1749
Riverpoint Wealth Management Holdings
Illinois
$470M +$4.37M +0.9% 63
GBWM
1750
Granite Bay Wealth Management
New Hampshire
$470M +$57.4M +14% 99