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
SPH
7601
Steel Partners Holdings
New York
$96.4M -$28.6M -23% 10
UFA
7602
Unify Financial Advisors
Florida
$96.4M +$397K +0.4% 99
HCM
7603
Hestia Capital Management
Pennsylvania
$96.3M +$2.01M +2% 25
WAM
7604
Wernau Asset Management
Massachusetts
$96.1M -$4.53M -4% 49
PFMI
7605
Professional Financial Management, Inc.
Wisconsin
$96.1M +$7.86M +9% 26
AWA
7606
American Wealth Advisors
Georgia
$96M -$5.87M -6% 134
EP
7607
E6 Portfolios
Utah
$95.9M +$8.48M +10% 61
OPWM
7608
Oregon Pacific Wealth Management
Oregon
$95.8M -$953K -1% 136
IIM
7609
IFC & Insurance Marketing
California
$95.8M -$5.03M -5% 766
FFS
7610
Fortress Financial Solutions
Arizona
$95.7M -$2.03M -2% 65
RRA
7611
Red Reef Advisors
Florida
$95.5M -$2.66M -3% 186
SA
7612
SFI Advisors
New Jersey
$95.2M -$60.7M -39% 67
PEWA
7613
Pacific Excel Wealth Advisors
California
$95.1M +$42.2M +80% 143
HCM
7614
Helios Capital Management
Singapore
$95.1M -$50.5M -35% 38
PPWM
7615
Premier Private Wealth Management
Florida
$94.8M -$1.67M -2% 56
AI
7616
Aflac Inc
Georgia
$94.8M -$44M -32% 4
AW
7617
Ankerstar Wealth
Texas
$94.7M -$5.71M -6% 1,113
KIM
7618
Kurv Investment Management
California
$94.6M +$14.5M +18% 52
BV
7619
Boxwood Ventures
Illinois
$94.3M -$5.02M -5% 35
BFS
7620
Boyer Financial Services
California
$94.3M +$35.9K +0% 53
SRM
7621
Shelter Rock Management
New York
$94.3M -$5.28M -5% 44
BWM
7622
Briggs Wealth Management
Connecticut
$94.3M +$1.29M +1% 61
NVIM
7623
New Vernon Investment Management
Illinois
$94.2M -$8.54M -8% 43
ICML
7624
Isabella Capital Management LLP
$94M -$6.24M -6% 9
WAM
7625
WealthCare Asset Management
Missouri
$94M -$14.3M -13% 43