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
TLP
1776
Trinity Legacy Partners
Texas
$462M +$25.9M +6% 109
GLAM
1777
Gardner Lewis Asset Management
Pennsylvania
$462M +$67.4M +17% 106
DI
1778
DAGCO Inc
Ohio
$461M +$28.4M +7% 391
BIG
1779
Builder Investment Group
Georgia
$461M -$2.08M -0.4% 106
FC
1780
Fulcrum Capital
Washington
$461M -$37.3M -7% 102
WCM
1781
Weaver Capital Management
Georgia
$460M -$12.3M -3% 187
RWM
1782
Rockline Wealth Management
New York
$460M -$30.4M -6% 118
VAS
1783
Valicenti Advisory Services
New York
$459M -$19M -4% 86
OCM
1784
Olstein Capital Management
New York
$458M -$29.5M -6% 103
AWMG
1785
Alliance Wealth Management Group
New Jersey
$457M +$1.42M +0.3% 99
MFS
1786
Madrona Financial Services
Washington
$457M -$11.1M -2% 136
TCMP
1787
Thrive Capital Management (Pennsylvania)
Pennsylvania
$456M +$7.3M +2% 184
LC
1788
Landaas & Company
Wisconsin
$456M +$1.38M +0.3% 138
WMA
1789
West Michigan Advisors
Michigan
$455M +$19.6M +5% 332
AIS
1790
AM Investment Strategies
Tennessee
$455M -$26M -5% 122
TPWM
1791
Twelve Points Wealth Management
Massachusetts
$455M +$10.4M +2% 211
P
1792
Paradiem
Louisiana
$454M +$36M +9% 75
BIA
1793
Barry Investment Advisors
Massachusetts
$454M +$4.35M +1% 109
PCA
1794
Peddock Capital Advisors
Massachusetts
$453M -$23.8M -5% 170
ATI
1795
Act Two Investors
California
$453M -$103M -18% 40
WFPG
1796
Waller Financial Planning Group
Ohio
$453M +$2.72M +0.6% 78
BWM
1797
Bulltick Wealth Management
Florida
$453M -$17.9M -4% 162
CFG
1798
Compton Financial Group
Maryland
$453M +$11.1M +3% 72
WFM
1799
Wolff Financial Management
Michigan
$453M +$7.89M +2% 104
AA
1800
Addison Advisors
Vermont
$452M +$7.33M +2% 999