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, 3,958 funds (~45%) 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
SPWM
3276
Spartan Planning & Wealth Management
North Carolina
$135M -$324K -0.2% 98
GCIG
3277
Grand Central Investment Group
Florida
$135M -$2.6M -2% 46
RPA
3278
Redwood Park Advisors
California
$135M -$1.3M -1% 341
TNAM
3279
Terra Nova Asset Management
New York
$135M -$16.7M -11% 94
MMCM
3280
Murphy & Mullick Capital Management
New York
$135M -$3.54M -3% 862
SIA
3281
Sage Investment Advisers
New York
$135M +$1.64M +1% 93
MFG
3282
Mendota Financial Group
Wisconsin
$135M -$2.43M -2% 101
UOP
3283
University of Pittsburgh
Pennsylvania
$135M +$4.64M +4% 2
CA
3284
Cannon Advisors
North Carolina
$135M -$6.91M -5% 90
HC
3285
Hoese & Co
Minnesota
$135M -$5.55M -4% 137
JAA
3286
Joel Adams & Associates
North Carolina
$135M +$1.63M +1% 66
AFW
3287
Avantra Family Wealth
Pennsylvania
$134M -$3.51M -3% 185
HCA
3288
Harpswell Capital Advisors
Maine
$134M +$8.15M +6% 38
WH
3289
Willner & Heller
California
$134M -$4.97M -4% 175
RA
3290
RoundAngle Advisors
New Jersey
$134M -$3.54M -3% 61
BWM
3291
BAM Wealth Management
Colorado
$134M -$4.55M -3% 186
RLWM
3292
RF&L Wealth Management
Massachusetts
$134M -$44.9M -25% 62
PA
3293
PW Advisors
Florida
$133M +$8.92M +7% 40
WN
3294
Williams & Novak
California
$133M +$552K +0.4% 163
BAM
3295
Brickwood Asset Management
United Kingdom
$133M -$10.5M -7% 10
TF
3296
Tenzing Financial
Virginia
$133M +$10M +8% 74
G
3297
Gainplan
Michigan
$133M -$133M -50% 76
LFS
3298
Littlejohn Financial Services
Oregon
$133M -$2.61M -2% 68
FAI
3299
Fiduciary Advisors Inc
Missouri
$133M +$1.63M +1% 125
HWMG
3300
Harbour Wealth Management Group
South Carolina
$133M +$4.95M +4% 104