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, 5,311 funds (~61%) 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
CEFA
4876
Closed-End Fund Advisors
Virginia
$98.3M -$71M -42% 192
SCA
4877
Sulzberger Capital Advisors
Florida
$98M -$1.02M -1% 53
TF
4878
Thayer Financial
North Carolina
$98M +$3.37M +4% 33
AAL
4879
Advisory Advocates, LLC
Michigan
$97.9M -$2.63M -3% 181
ECM
4880
Ebert Capital Management
California
$97.9M -$5.49M -5% 26
WHC
4881
Wulff, Hansen & Co
California
$97.9M -$21.3M -18% 104
GH
4882
GLP Holdings
Georgia
$97.7M -$7.28M -7% 4
UWM
4883
Urban Wealth Management
California
$97.7M -$9.88M -9% 101
BWM
4884
Bluebird Wealth Management
Massachusetts
$97.7M -$9.38M -9% 88
VIM
4885
Villanova Investment Management
Pennsylvania
$97.6M -$44.3M -31% 60
RM
4886
RCW Management
Florida
$97.6M -$1.44M -1% 69
SCA
4887
Sensenig Capital Advisors
Pennsylvania
$97.5M -$874K -0.9% 36
CSW
4888
Cogent Strategic Wealth
Illinois
$97.3M +$5.58M +6% 57
AWP
4889
Atlas Wealth Partners
Pennsylvania
$97.3M +$6.27M +7% 67
E
4890
Entelevest
Florida
$97.2M +$700K +0.7% 122
UIM
4891
Unified Investment Management
Georgia
$97.1M -$1.82M -2% 139
PWM
4892
Partners Wealth Management
California
$97M +$1.31M +1% 116
TFS
4893
truNorth Financial Services
Pennsylvania
$96.7M +$4.49M +5% 50
RQS
4894
Ramsey Quantitative Systems
Kentucky
$96.6M -$13.3M -12% 20
FA
4895
Fullerton Advisors
California
$96.6M -$3.56M -4% 55
WAM
4896
Watershed Asset Management
California
$96.5M -$10.6M -10% 157
YAIA
4897
Yanni & Associates Investment Advisors
Pennsylvania
$96.5M -$3.52M -4% 36
UFA
4898
Unify Financial Advisors
Florida
$96.4M +$397K +0.4% 99
HCM
4899
Hestia Capital Management
Pennsylvania
$96.3M +$2.01M +2% 25
WAM
4900
Wernau Asset Management
Massachusetts
$96.1M -$4.53M -4% 49