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
UWM
4451
Urban Wealth Management
California
$97.7M -$9.88M -9% 101
BWM
4452
Bluebird Wealth Management
Massachusetts
$97.7M -$9.38M -9% 88
VIM
4453
Villanova Investment Management
Pennsylvania
$97.6M -$44.3M -31% 60
RM
4454
RCW Management
Florida
$97.6M -$1.44M -1% 69
SCA
4455
Sensenig Capital Advisors
Pennsylvania
$97.5M -$874K -0.9% 36
CSW
4456
Cogent Strategic Wealth
Illinois
$97.3M +$5.58M +6% 57
AWP
4457
Atlas Wealth Partners
Pennsylvania
$97.3M +$6.27M +7% 67
E
4458
Entelevest
Florida
$97.2M +$700K +0.7% 122
UIM
4459
Unified Investment Management
Georgia
$97.1M -$1.82M -2% 139
PWM
4460
Partners Wealth Management
California
$97M +$1.31M +1% 116
TFS
4461
truNorth Financial Services
Pennsylvania
$96.7M +$4.49M +5% 50
RQS
4462
Ramsey Quantitative Systems
Kentucky
$96.6M -$13.3M -12% 20
FA
4463
Fullerton Advisors
California
$96.6M -$3.56M -4% 55
WAM
4464
Watershed Asset Management
California
$96.5M -$10.6M -10% 157
YAIA
4465
Yanni & Associates Investment Advisors
Pennsylvania
$96.5M -$3.52M -4% 36
UFA
4466
Unify Financial Advisors
Florida
$96.4M +$397K +0.4% 99
HCM
4467
Hestia Capital Management
Pennsylvania
$96.3M +$2.01M +2% 25
WAM
4468
Wernau Asset Management
Massachusetts
$96.1M -$4.53M -4% 49
AWA
4469
American Wealth Advisors
Georgia
$96M -$5.87M -6% 134
OPWM
4470
Oregon Pacific Wealth Management
Oregon
$95.8M -$953K -1% 136
IIM
4471
IFC & Insurance Marketing
California
$95.8M -$5.03M -5% 766
FFS
4472
Fortress Financial Solutions
Arizona
$95.7M -$2.03M -2% 65
SA
4473
SFI Advisors
New Jersey
$95.2M -$60.7M -39% 67
HCM
4474
Helios Capital Management
Singapore
$95.1M -$50.5M -35% 38
PPWM
4475
Premier Private Wealth Management
Florida
$94.8M -$1.67M -2% 56