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, 2,450 funds (~28%) 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
GL
1751
Gerber LLC
Ohio
$177M -$2.48M -1% 93
SRA
1752
Secured Retirement Advisors
Minnesota
$177M -$2.38M -1% 147
LHP
1753
Lexington Hill Partners
Texas
$177M +$43.6M +33% 80
SL
1754
StoryOne LLC
Kansas
$177M +$11.1M +7% 76
SLFPAM
1755
St. Louis Financial Planners Asset Management
Missouri
$176M +$13.7M +8% 52
S
1756
Steadtrust
Texas
$176M +$13.9M +9% 131
BFS
1757
Beacon Financial Strategies
North Carolina
$176M -$2.96M -2% 184
PFP
1758
Paragon Financial Partners
California
$176M +$13.6M +8% 77
AA
1759
Atmos Advisory
Pennsylvania
$176M +$3.54M +2% 21
FPW
1760
Flywheel Private Wealth
California
$176M +$15.4M +10% 108
IIM
1761
InTrack Investment Management
Vermont
$175M -$3.3M -2% 117
SWA
1762
Sterling Wealth Advisors
Florida
$175M +$9.68M +6% 20
TMWM
1763
Taylor & Morgan Wealth Management
Michigan
$175M -$3.13M -2% 83
DAM
1764
Draper Asset Management
New York
$175M -$14.9M -8% 25
BWM
1765
Braeburn Wealth Management
Michigan
$175M -$20.8M -11% 100
WMA
1766
William Mack & Associates
Michigan
$175M -$37.5M -18% 94
CIM
1767
CenturyLink Investment Management
Colorado
$175M +$78M +81% 3
AWMM
1768
Aegis Wealth Management (Maryland)
Maryland
$175M -$2.05M -1% 124
LWA
1769
LifeGoal Wealth Advisors
New York
$175M +$24.7M +16% 117
SCM
1770
Sunbeam Capital Management
Georgia
$175M +$5.95M +4% 114
KRW
1771
Kaufman Rossin Wealth
Florida
$174M -$17.6M -9% 163
BGWM
1772
Bridge Generations Wealth Management
Florida
$174M +$12.9M +8% 129
MWM
1773
Melfa Wealth Management
Massachusetts
$174M +$632K +0.4% 207
EFG
1774
Ehrlich Financial Group
California
$174M -$1.7M -1% 130
EWM
1775
Echo Wealth Management
Minnesota
$174M +$2.4M +1% 49