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, 2,443 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
GFL
1801
Granite FO LLC
New Hampshire
$169M -$18.4M -10% 175
MG
1802
McHugh Group
Ohio
$169M -$6.81M -4% 86
CIA
1803
Cascade Investment Advisors
Oregon
$169M -$1.13M -0.7% 121
MFA
1804
McClarren Financial Advisors
Pennsylvania
$169M +$1.3M +0.8% 82
IRM
1805
Income Research & Management
Massachusetts
$169M -$21.8M -11% 32
CW
1806
Code Waechter
Florida
$168M +$12.6M +8% 122
MAG
1807
Meadowbrook Advisors Group
New Jersey
$168M -$10.1M -6% 141
AIMA
1808
Ables Iannone Moore & Associates
Georgia
$168M -$14.5M -8% 61
LKWM
1809
Lee-Kelleher Wealth Management
Maryland
$168M +$469K +0.3% 44
WBWA
1810
William B. Walkup & Associates
South Carolina
$167M -$15.2M -8% 173
MW
1811
Members Wealth
Pennsylvania
$167M +$7.71M +5% 116
FF
1812
Farrell Financial
New York
$167M -$2.19M -1% 79
PWP
1813
Pursue Wealth Partners
California
$167M -$38.4M -19% 117
ALWM
1814
Andrews Lucia Wealth Management
California
$167M -$938K -0.6% 35
IAIM
1815
Industrial Alliance Investment Management
Quebec, Canada
$167M -$8.93M -5% 8
HWA
1816
Hilltop Wealth Advisors
North Carolina
$167M -$32.2M -16% 58
WWWM
1817
White Wing Wealth Management
Texas
$167M -$899K -0.5% 37
BWM
1818
BCO Wealth Management
New Mexico
$166M +$3.41M +2% 42
FSBI
1819
Fearless Solutions (Best Invest)
Texas
$166M +$649K +0.4% 129
SL
1820
SFM LLC
New Hampshire
$165M -$5.18M -3% 64
FHC
1821
Fort Henry Capital
West Virginia
$165M +$2.11M +1% 17
ZRP
1822
Zynergy Retirement Planning
New Jersey
$165M +$3.38M +2% 26
AMAL
1823
Asset Management Advisors LLC
Oklahoma
$165M -$6.34K -0% 19
GGA
1824
Granite Group Advisors
Connecticut
$165M -$11.2M -6% 98
WMWM
1825
Wilkins Miller Wealth Management
Alabama
$165M -$2.6M -2% 92