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
GWM
4076
Gilpin Wealth Management
Colorado
$126M +$90.4K +0.1% 1,087
STCOSD
4077
Sageworth Trust Company of South Dakota
South Dakota
$126M +$3.83M +3% 56
BWA
4078
Blodgett Wealth Advisors
California
$126M -$17.1M -12% 65
TWPM
4079
Total Wealth Planning & Management
Florida
$126M +$147K +0.1% 211
BCM
4080
Brooktree Capital Management
Michigan
$126M -$24.2M -16% 45
BAM
4081
Brandywine Asset Management
Pennsylvania
$126M -$16.3M -11% 15
BPW
4082
Bingham Private Wealth
California
$126M +$10.1M +9% 177
VF
4083
Vista Finance
Missouri
$126M -$24.4M -16% 61
BFS
4084
Burr Financial Services
California
$126M -$7.83M -6% 31
NL
4085
NorthAvenue LLC
Ohio
$126M +$5.01M +4% 378
NFC
4086
Northstar Financial Companies
Pennsylvania
$126M +$181K +0.1% 123
ICVCFVA
4087
IDG China Venture Capital Fund V Associates
Hong Kong
$126M -$12.6M -9% 1
AC
4088
Agman Capital
Nebraska
$126M +$8.03M +7% 20
RWM
4089
Redstone Wealth Management
Oklahoma
$125M -$1.07M -0.8% 43
GBFP
4090
Golden Bell Financial Planning
Georgia
$125M +$5.32M +4% 37
MW
4091
Mueller Wealth
Wisconsin
$125M +$4.57M +4% 17
AF
4092
ASL Financial
California
$125M -$2.12M -2% 96
FB
4093
Finward Bancorp
Indiana
$125M -$3.69M -3% 107
FA
4094
Freestate Advisors
Kansas
$125M +$2.01M +2% 44
SWM
4095
Sentinel Wealth Management
Virginia
$125M +$4.42M +4% 39
BFG
4096
Broussard Financial Group
Louisiana
$125M +$1.65M +1% 36
ACM
4097
Appalachian Capital Management
Ohio
$125M +$99.6K +0.1% 47
SWM
4098
Sandro Wealth Management
New Jersey
$125M +$4.09M +3% 102
LW
4099
Lauer Wealth
Indiana
$125M -$6.88M -5% 65
RWJF
4100
Robert Wood Johnson Foundation
New Jersey
$125M +$937K +0.8% 2