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, 2,440 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
GFM
1851
GEN Financial Management
Minnesota
$162M +$2.71M +2% 51
BCG
1852
BayBridge Capital Group
California
$161M $0 0% 95
GWA
1853
Gutierrez Wealth Advisory
Arkansas
$161M +$1.77M +1% 72
FPWM
1854
Five Pine Wealth Management
Idaho
$161M +$4.96M +3% 47
RWM
1855
Riverbend Wealth Management
South Carolina
$161M +$2.02M +1% 156
MSA
1856
McAlister Sweet & Associates
Texas
$161M +$28.9M +22% 34
TA
1857
TPG Advisors
Illinois
$160M -$221K -0.1% 114
SMF
1858
Sterling Manor Financial
New York
$160M -$375K -0.2% 41
BBA
1859
Braun-Bostich & Associates
Pennsylvania
$160M -$2.38M -1% 137
EFG
1860
Erickson Financial Group
Pennsylvania
$160M -$3.27M -2% 25
BFAG
1861
Blackston Financial Advisory Group
Florida
$160M -$4.76M -3% 114
RWS
1862
Retirement Wealth Solutions
Wisconsin
$159M +$385K +0.2% 864
RWM
1863
Refined Wealth Management
Utah
$158M +$9.86M +7% 57
VAG
1864
Vannoy Advisory Group
Texas
$158M +$173K +0.1% 29
LF
1865
LifeSteps Financial
California
$158M +$1.65M +1% 98
RA
1866
RiverTree Advisors
Florida
$158M +$1.04M +0.7% 66
DWA
1867
Dougherty Wealth Advisers
Minnesota
$158M -$19.3M -11% 126
FI
1868
FWG Investments
Kentucky
$157M +$397K +0.3% 125
LW
1869
Livet Wealth
Utah
$157M -$5.04M -3% 129
SR
1870
Syntax Research
Florida
$157M -$4.99M -3% 180
BRWM
1871
Blue Rock Wealth Management
North Carolina
$157M -$3.84M -2% 113
CAP
1872
Columbia Advisory Partners
Washington
$157M +$9.88M +7% 107
CC
1873
Cultivar Capital
Texas
$156M +$266K +0.2% 50
LAM
1874
Lakewood Asset Management
Illinois
$156M -$13.8M -8% 112
CMP
1875
Christine Messmer PC
Pennsylvania
$156M +$3.07M +2% 84