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, 6,136 funds (~70%) 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
BAM
3851
Ballast Asset Management
Texas
$225M +$13M +6% 53
BMC
3852
Beaton Management Company
Massachusetts
$225M -$2.41M -1% 151
PHM
3853
Prospect Hill Management
New Jersey
$224M -$23.1M -9% 14
EAM
3854
Eukles Asset Management
Ohio
$224M -$32.9M -13% 254
TWA
3855
Tandem Wealth Advisors
Arizona
$224M +$1.26M +0.6% 49
9FG
3856
93 Financial Group
Massachusetts
$224M -$5.37M -2% 9
MCF
3857
MKA Charitable Fund
California
$224M -$27.7M -11% 1
KSWWM
3858
Keyes Stange & Wooten Wealth Management
Florida
$224M +$13M +6% 79
TFG
3859
Tull Financial Group
Virginia
$224M -$9.5M -4% 32
LLWM
3860
Life Line Wealth Management
California
$224M -$115M -34% 39
AM
3861
Aspect Management
California
$224M -$76.9M -26% 1
RCM
3862
Regency Capital Management
Hawaii
$224M -$16.9M -7% 77
6F
3863
626 Financial
Michigan
$223M -$8.02M -3% 128
CWA
3864
Cura Wealth Advisors
Illinois
$223M -$40.4M -15% 153
RCM
3865
Robinson Capital Management
Michigan
$223M -$15.1M -6% 144
FC
3866
Family CFO
California
$223M -$338K -0.2% 92
IWMWV
3867
Ironwood Wealth Management (West Virginia)
West Virginia
$223M +$244K +0.1% 32
ACM
3868
Azarias Capital Management
Pennsylvania
$223M -$5.28M -2% 28
ATC
3869
Advantage Trust Company
Kansas
$223M +$1.12M +0.5% 125
EF
3870
Elite Financial
Idaho
$223M +$3.2M +1% 54
VIPI
3871
Vista Investment Partners II
Indiana
$223M -$9.31M -4% 177
MAM
3872
Mainsail Asset Management
Alabama
$223M -$10.7M -5% 125
DFS
3873
Dixon Fnancial Services
California
$223M -$2.82M -1% 47
SCM
3874
Sterneck Capital Management
Missouri
$223M +$643K +0.3% 118
WWM
3875
Walser Wealth Management
Florida
$223M +$33M +17% 210