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
AIMA
3551
Ables Iannone Moore & Associates
Georgia
$168M -$14.5M -8% 61
LKWM
3552
Lee-Kelleher Wealth Management
Maryland
$168M +$469K +0.3% 44
WA
3553
Wealthstar Advisors
Texas
$168M -$15.7M -9% 143
S
3554
SharpePoint
Arizona
$168M +$808K +0.5% 90
YWM
3555
Yukon Wealth Management
Kansas
$168M -$5.99M -3% 82
WAM
3556
WealthTrust Asset Management
Florida
$167M +$24.3M +17% 104
WBWA
3557
William B. Walkup & Associates
South Carolina
$167M -$15.2M -8% 173
KIM
3558
Kestrel Investment Management
California
$167M -$8.94M -5% 44
MW
3559
Members Wealth
Pennsylvania
$167M +$7.71M +5% 116
FF
3560
Farrell Financial
New York
$167M -$2.19M -1% 79
PWP
3561
Pursue Wealth Partners
California
$167M -$38.4M -19% 117
ALWM
3562
Andrews Lucia Wealth Management
California
$167M -$938K -0.6% 35
MG
3563
Montaka Global
$167M -$44M -21% 22
IAIM
3564
Industrial Alliance Investment Management
Quebec, Canada
$167M -$8.93M -5% 8
DSCM
3565
Del-Sette Capital Management
New York
$167M +$5.07M +3% 59
HWA
3566
Hilltop Wealth Advisors
North Carolina
$167M -$32.2M -16% 58
MSF
3567
Mustard Seed Financial
Arkansas
$167M +$7.8M +5% 94
SV
3568
Stilwell Value
New York
$167M -$14.5M -8% 27
SIM
3569
Sterling Investment Management
Arizona
$167M -$9.6M -5% 75
MEG
3570
Millstone Evans Group
Colorado
$167M -$3.33M -2% 884
WWWM
3571
White Wing Wealth Management
Texas
$167M -$899K -0.5% 37
BSC
3572
Brown Shipley & Co
United Kingdom
$167M -$20.4M -11% 82
BWM
3573
BCO Wealth Management
New Mexico
$166M +$3.41M +2% 42
BLWML
3574
Bucket List Wealth Management, LLC
Florida
$166M -$1.32M -0.8% 74
GPW
3575
Gentry Private Wealth
Kansas
$166M +$7.32M +5% 98