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
GH
3676
GLP Holdings
Georgia
$97.7M -$7.28M -7% 4
UWM
3677
Urban Wealth Management
California
$97.7M -$9.88M -9% 101
RM
3678
RCW Management
Florida
$97.6M -$1.44M -1% 69
SCA
3679
Sensenig Capital Advisors
Pennsylvania
$97.5M -$874K -0.9% 36
CSW
3680
Cogent Strategic Wealth
Illinois
$97.3M +$5.58M +6% 57
AWP
3681
Atlas Wealth Partners
Pennsylvania
$97.3M +$6.27M +7% 67
E
3682
Entelevest
Florida
$97.2M +$700K +0.7% 122
UIM
3683
Unified Investment Management
Georgia
$97.1M -$1.82M -2% 139
PWM
3684
Partners Wealth Management
California
$97M +$1.31M +1% 116
TFS
3685
truNorth Financial Services
Pennsylvania
$96.7M +$4.49M +5% 50
RQS
3686
Ramsey Quantitative Systems
Kentucky
$96.6M -$13.3M -12% 20
FA
3687
Fullerton Advisors
California
$96.6M -$3.56M -4% 55
YAIA
3688
Yanni & Associates Investment Advisors
Pennsylvania
$96.5M -$3.52M -4% 36
UFA
3689
Unify Financial Advisors
Florida
$96.4M +$397K +0.4% 99
WAM
3690
Wernau Asset Management
Massachusetts
$96.1M -$4.53M -4% 49
AWA
3691
American Wealth Advisors
Georgia
$96M -$5.87M -6% 134
OPWM
3692
Oregon Pacific Wealth Management
Oregon
$95.8M -$953K -1% 136
IIM
3693
IFC & Insurance Marketing
California
$95.8M -$5.03M -5% 766
FFS
3694
Fortress Financial Solutions
Arizona
$95.7M -$2.03M -2% 65
SA
3695
SFI Advisors
New Jersey
$95.2M -$60.7M -39% 67
HCM
3696
Helios Capital Management
Singapore
$95.1M -$50.5M -35% 38
BFS
3697
Boyer Financial Services
California
$94.3M +$35.9K +0% 53
SRM
3698
Shelter Rock Management
New York
$94.3M -$5.28M -5% 44
WAM
3699
WealthCare Asset Management
Missouri
$94M -$14.3M -13% 43
AIA
3700
Arrow Investment Advisors
Maryland
$93.9M +$3.92M +4% 70