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, 2,424 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
WWM
2076
Woodside Wealth Management
Massachusetts
$128M -$5.98M -4% 84
AUIM
2077
Aegon USA Investment Management
Iowa
$128M -$13.7M -10% 46
YG
2078
York GP
Cayman Islands
$128M +$49.7M +64% 2
TR
2079
Tepp RIA
New Jersey
$128M +$26.6M +26% 47
SCFS
2080
Stewardship Concepts Financial Services
Washington
$128M +$9.06M +8% 63
WCM
2081
WLTH Capital Management
Arizona
$128M -$1.68M -1% 26
AFC
2082
Ares Financial Consulting
California
$127M +$22.3M +21% 1,093
AWMI
2083
Aegis Wealth Management (Iowa)
Iowa
$127M -$73.8K -0.1% 117
MPCA
2084
Madison Park Capital Advisors
Washington
$127M +$4M +3% 66
PIM
2085
Peregrine Investment Management
Ontario, Canada
$127M -$33.8M -21% 26
SAP
2086
Strategic Advisory Partners
North Carolina
$127M +$6.58M +5% 99
TBF
2087
True Blue Financial
Michigan
$127M +$5.72M +5% 54
PAG
2088
Poinciana Advisors Group
Florida
$127M -$85.6K -0.1% 157
GIM
2089
Guardian Investment Management
California
$127M -$1.62M -1% 60
SGH
2090
Sivik Global Healthcare
Connecticut
$127M -$78.2M -38% 55
MCFP
2091
Mallini Complete Financial Planning
Florida
$126M +$1.85M +1% 65
GWM
2092
Gilpin Wealth Management
Colorado
$126M +$90.4K +0.1% 1,087
BAM
2093
Brandywine Asset Management
Pennsylvania
$126M -$16.3M -11% 15
BFS
2094
Burr Financial Services
California
$126M -$7.83M -6% 31
NL
2095
NorthAvenue LLC
Ohio
$126M +$5.01M +4% 378
RWM
2096
Redstone Wealth Management
Oklahoma
$125M -$1.07M -0.8% 43
AF
2097
ASL Financial
California
$125M -$2.12M -2% 96
FB
2098
Finward Bancorp
Indiana
$125M -$3.69M -3% 107
FA
2099
Freestate Advisors
Kansas
$125M +$2.01M +2% 44
SWM
2100
Sandro Wealth Management
New Jersey
$125M +$4.09M +3% 102