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, 6,239 funds (~71%) 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
GJIA
3326
Glass Jacobson Investment Advisors
Maryland
$290M +$12M +4% 623
RCM
3327
Raleigh Capital Management
North Carolina
$290M +$14.2M +5% 808
WMA
3328
Wealth Management Associates
New Jersey
$290M +$2.12M +0.7% 257
SI
3329
Saxon Interests
Texas
$290M +$6.81M +2% 240
BWAM
3330
Blue Water Asset Management
Michigan
$289M +$11.3M +4% 108
LWP
3331
LeClair Wealth Partners
Ohio
$289M +$117M +68% 204
WPWM
3332
Windward Private Wealth Management
Kansas
$289M +$530K +0.2% 45
CAM
3333
Costello Asset Management
Pennsylvania
$289M -$13.1M -4% 738
NPI
3334
New Perspectives Inc
Mississippi
$289M +$370K +0.1% 44
RIA
3335
Realta Investment Advisors
Delaware
$288M -$16.2M -5% 405
EW
3336
Enzi Wealth
Texas
$288M +$4.44M +2% 73
WI
3337
WrapManager Inc
California
$288M -$7.91M -3% 147
TW
3338
ticino wealth
California
$288M +$17.9M +7% 143
FCG
3339
Financial Connections Group
California
$288M -$3.33M -1% 264
FWM
3340
Forza Wealth Management
Florida
$287M +$10.9M +4% 191
LCM
3341
Lazari Capital Management
California
$287M -$10.2M -3% 180
EWA
3342
Encompass Wealth Advisors
Oregon
$287M -$6.51M -2% 106
WMR
3343
Wealth Management Resources
Rhode Island
$287M +$3.16M +1% 30
SFS
3344
Shaker Financial Services
Virginia
$287M -$28.6M -9% 180
IWM
3345
Iams Wealth Management
Nebraska
$287M +$9.83M +4% 202
SA
3346
Skyline Advisors
Washington
$287M -$12.9M -4% 128
AWM
3347
Avaii Wealth Management
Wisconsin
$286M +$10.6M +4% 170
MAG
3348
Mayfair Advisory Group
Alabama
$286M +$28.9M +11% 184
IRAG
3349
Investment Research & Advisory Group
Georgia
$286M -$15.8M -5% 295
MWA
3350
Mills Wealth Advisors
Texas
$286M +$32.7M +13% 86