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
UIM
7726
Unified Investment Management
Georgia
$97.1M -$1.82M -2% 139
PWM
7727
Partners Wealth Management
California
$97M +$1.31M +1% 116
LIP
7728
Landmark Investment Partners
Florida
$96.8M -$20M -17% 42
SFO
7729
Standard Family Office
South Dakota
$96.8M +$2.64M +3% 31
BVC
7730
Bright Valley Capital
Hong Kong
$96.7M -$50.7M -34% 18
TFS
7731
truNorth Financial Services
Pennsylvania
$96.7M +$4.49M +5% 50
RQS
7732
Ramsey Quantitative Systems
Kentucky
$96.6M -$13.3M -12% 20
FA
7733
Fullerton Advisors
California
$96.6M -$3.56M -4% 55
WAM
7734
Watershed Asset Management
California
$96.5M -$10.6M -10% 157
YAIA
7735
Yanni & Associates Investment Advisors
Pennsylvania
$96.5M -$3.52M -4% 36
JMNC
7736
J. Mark Nickell & Co
Tennessee
$96.4M -$11.9M -11% 32
SPH
7737
Steel Partners Holdings
New York
$96.4M -$28.6M -23% 10
UFA
7738
Unify Financial Advisors
Florida
$96.4M +$397K +0.4% 99
HCM
7739
Hestia Capital Management
Pennsylvania
$96.3M +$2.01M +2% 25
WAM
7740
Wernau Asset Management
Massachusetts
$96.1M -$4.53M -4% 49
PFMI
7741
Professional Financial Management, Inc.
Wisconsin
$96.1M +$7.86M +9% 26
AWA
7742
American Wealth Advisors
Georgia
$96M -$5.87M -6% 134
EP
7743
E6 Portfolios
Utah
$95.9M +$8.48M +10% 61
OPWM
7744
Oregon Pacific Wealth Management
Oregon
$95.8M -$953K -1% 136
IIM
7745
IFC & Insurance Marketing
California
$95.8M -$5.03M -5% 766
FFS
7746
Fortress Financial Solutions
Arizona
$95.7M -$2.03M -2% 65
RRA
7747
Red Reef Advisors
Florida
$95.5M -$2.66M -3% 186
SA
7748
SFI Advisors
New Jersey
$95.2M -$60.7M -39% 67
PEWA
7749
Pacific Excel Wealth Advisors
California
$95.1M +$42.2M +80% 143
HCM
7750
Helios Capital Management
Singapore
$95.1M -$50.5M -35% 38