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
WH
3976
Willner & Heller
California
$134M -$4.97M -4% 175
RA
3977
RoundAngle Advisors
New Jersey
$134M -$3.54M -3% 61
BWM
3978
BAM Wealth Management
Colorado
$134M -$4.55M -3% 186
RLWM
3979
RF&L Wealth Management
Massachusetts
$134M -$44.9M -25% 62
SWM
3980
Shepherd Wealth Management
Ohio
$134M -$10.3M -7% 62
PA
3981
PW Advisors
Florida
$133M +$8.92M +7% 40
WN
3982
Williams & Novak
California
$133M +$552K +0.4% 163
BAM
3983
Brickwood Asset Management
United Kingdom
$133M -$10.5M -7% 10
TF
3984
Tenzing Financial
Virginia
$133M +$10M +8% 74
G
3985
Gainplan
Michigan
$133M -$133M -50% 76
LFS
3986
Littlejohn Financial Services
Oregon
$133M -$2.61M -2% 68
CP
3987
Camelot Portfolios
Ohio
$133M -$28.2M -17% 605
FAI
3988
Fiduciary Advisors Inc
Missouri
$133M +$1.63M +1% 125
BF
3989
Bonfire Financial
Colorado
$133M -$1.04M -0.8% 59
HWMG
3990
Harbour Wealth Management Group
South Carolina
$133M +$4.95M +4% 104
CAG
3991
Centerpoint Advisory Group
Kansas
$133M +$3.01M +2% 114
FTEA
3992
Forty-three Eighteen Advisors
Arkansas
$133M +$4.09M +3% 90
WT
3993
WHI Trust
Illinois
$133M +$2.98M +2% 95
MWM
3994
Madrid Wealth Management
New Mexico
$133M +$9.31M +8% 75
GTWM
3995
Global Trust Wealth Management
Florida
$132M -$2.7M -2% 86
BF
3996
bLong Financial
Tennessee
$132M -$11M -8% 81
MFG
3997
Macco Financial Group
Wisconsin
$132M +$15.7M +14% 27
PM
3998
Penbrook Management
New York
$132M -$12.9M -9% 105
BAWC
3999
Boyce & Associates Wealth Consulting
Texas
$132M +$12.7M +11% 83
AWM
4000
Alterna Wealth Management
Texas
$132M +$12.1M +10% 115