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, 8,416 funds (~96%) 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
WM
7576
Whitford Management
New York
$97.9M -$473K -0.5% 24
FNWA
7577
Financial Network Wealth Advisors
Utah
$97.7M +$1.73M +2% 917
GH
7578
GLP Holdings
Georgia
$97.7M -$7.28M -7% 4
UWM
7579
Urban Wealth Management
California
$97.7M -$9.88M -9% 101
BWM
7580
Bluebird Wealth Management
Massachusetts
$97.7M -$9.38M -9% 88
VIM
7581
Villanova Investment Management
Pennsylvania
$97.6M -$44.3M -31% 60
BJB
7582
Broadhurst Jeffrey B
$97.6M +$1.28M +1% 42
RM
7583
RCW Management
Florida
$97.6M -$1.44M -1% 69
SCA
7584
Sensenig Capital Advisors
Pennsylvania
$97.5M -$874K -0.9% 36
BFA
7585
Ballast Financial Advisors
Pennsylvania
$97.5M +$413K +0.4% 72
JKSF
7586
John & Kathleen Schreiber Foundation
Illinois
$97.5M -$31M -24% 4
CSW
7587
Cogent Strategic Wealth
Illinois
$97.3M +$5.58M +6% 57
AWP
7588
Atlas Wealth Partners
Pennsylvania
$97.3M +$6.27M +7% 67
E
7589
Entelevest
Florida
$97.2M +$700K +0.7% 122
UIM
7590
Unified Investment Management
Georgia
$97.1M -$1.82M -2% 139
PWM
7591
Partners Wealth Management
California
$97M +$1.31M +1% 116
LIP
7592
Landmark Investment Partners
Florida
$96.8M -$20M -17% 42
SFO
7593
Standard Family Office
South Dakota
$96.8M +$2.64M +3% 31
BVC
7594
Bright Valley Capital
Hong Kong
$96.7M -$50.7M -34% 18
TFS
7595
truNorth Financial Services
Pennsylvania
$96.7M +$4.49M +5% 50
RQS
7596
Ramsey Quantitative Systems
Kentucky
$96.6M -$13.3M -12% 20
FA
7597
Fullerton Advisors
California
$96.6M -$3.56M -4% 55
WAM
7598
Watershed Asset Management
California
$96.5M -$10.6M -10% 157
YAIA
7599
Yanni & Associates Investment Advisors
Pennsylvania
$96.5M -$3.52M -4% 36
JMNC
7600
J. Mark Nickell & Co
Tennessee
$96.4M -$11.9M -11% 32