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
GL
3451
Gerber LLC
Ohio
$177M -$2.48M -1% 93
SRA
3452
Secured Retirement Advisors
Minnesota
$177M -$2.38M -1% 147
LHP
3453
Lexington Hill Partners
Texas
$177M +$43.6M +33% 80
SL
3454
StoryOne LLC
Kansas
$177M +$11.1M +7% 76
XWL
3455
XXI Wealth LLC
Illinois
$177M +$12M +7% 221
SLFPAM
3456
St. Louis Financial Planners Asset Management
Missouri
$176M +$13.7M +8% 52
RAS
3457
RPS Advisory Solutions
Kentucky
$176M -$35.6M -17% 147
S
3458
Steadtrust
Texas
$176M +$13.9M +9% 131
BFS
3459
Beacon Financial Strategies
North Carolina
$176M -$2.96M -2% 184
PFP
3460
Paragon Financial Partners
California
$176M +$13.6M +8% 77
AA
3461
Atmos Advisory
Pennsylvania
$176M +$3.54M +2% 21
FF
3462
Farrow Financial
Vermont
$176M +$2.04M +1% 54
4WM
3463
4J Wealth Management
Virginia
$176M +$1.24M +0.7% 106
TFCM
3464
Taylor Frigon Capital Management
Arizona
$176M -$21.8M -11% 96
NWM
3465
Nolet Wealth Management
Texas
$176M -$3.64M -2% 102
BAM
3466
Boyar Asset Management
New York
$176M +$18M +11% 82
TIM
3467
Tevis Investment Management
Texas
$176M +$9.5M +6% 125
FPW
3468
Flywheel Private Wealth
California
$176M +$15.4M +10% 108
IIM
3469
InTrack Investment Management
Vermont
$175M -$3.3M -2% 117
SWA
3470
Sterling Wealth Advisors
Florida
$175M +$9.68M +6% 20
TMWM
3471
Taylor & Morgan Wealth Management
Michigan
$175M -$3.13M -2% 83
OA
3472
Oceanside Advisors
South Carolina
$175M +$10.3M +6% 53
DAM
3473
Draper Asset Management
New York
$175M -$14.9M -8% 25
BWM
3474
Braeburn Wealth Management
Michigan
$175M -$20.8M -11% 100
WMA
3475
William Mack & Associates
Michigan
$175M -$37.5M -18% 94