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, 8,572 funds (~97%) 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
WPWM
7701
Western Pacific Wealth Management
Illinois
$98.4M -$4.9M -5% 202
CEFA
7702
Closed-End Fund Advisors
Virginia
$98.3M -$71M -42% 192
IC
7703
Inkwell Capital
Florida
$98.2M -$235K -0.2% 31
OAGL
7704
Oakmont Advisory Group, LLC
New Mexico
$98.2M +$4.5M +5% 130
CCA
7705
Cruiser Capital Advisors
Connecticut
$98M +$3.66M +4% 58
SCA
7706
Sulzberger Capital Advisors
Florida
$98M -$1.02M -1% 53
TF
7707
Thayer Financial
North Carolina
$98M +$3.37M +4% 33
WIM
7708
Walsky Investment Management
Pennsylvania
$98M -$227K -0.2% 53
AAL
7709
Advisory Advocates, LLC
Michigan
$97.9M -$2.63M -3% 181
ECM
7710
Ebert Capital Management
California
$97.9M -$5.49M -5% 26
WHC
7711
Wulff, Hansen & Co
California
$97.9M -$21.3M -18% 104
WM
7712
Whitford Management
New York
$97.9M -$473K -0.5% 24
FNWA
7713
Financial Network Wealth Advisors
Utah
$97.7M +$1.73M +2% 917
GH
7714
GLP Holdings
Georgia
$97.7M -$7.28M -7% 4
UWM
7715
Urban Wealth Management
California
$97.7M -$9.88M -9% 101
BWM
7716
Bluebird Wealth Management
Massachusetts
$97.7M -$9.38M -9% 88
VIM
7717
Villanova Investment Management
Pennsylvania
$97.6M -$44.3M -31% 60
BJB
7718
Broadhurst Jeffrey B
$97.6M +$1.28M +1% 42
RM
7719
RCW Management
Florida
$97.6M -$1.44M -1% 69
SCA
7720
Sensenig Capital Advisors
Pennsylvania
$97.5M -$874K -0.9% 36
BFA
7721
Ballast Financial Advisors
Pennsylvania
$97.5M +$413K +0.4% 72
JKSF
7722
John & Kathleen Schreiber Foundation
Illinois
$97.5M -$31M -24% 4
CSW
7723
Cogent Strategic Wealth
Illinois
$97.3M +$5.58M +6% 57
AWP
7724
Atlas Wealth Partners
Pennsylvania
$97.3M +$6.27M +7% 67
E
7725
Entelevest
Florida
$97.2M +$700K +0.7% 122