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
SWM
2151
Sherman Wealth Management
Maryland
$116M +$1.28M +1% 83
WFP
2152
Worthington Financial Partners
Ohio
$116M +$3.44M +3% 108
FIT
2153
Financially in Tune
Massachusetts
$116M +$9.16M +9% 78
JRFS
2154
James Reed Financial Services
Ohio
$116M -$9.26M -7% 17
RLH
2155
RD Lewis Holdings
Florida
$115M -$1.64M -1% 91
NFS
2156
NewCorp Financial Services
Georgia
$115M +$2.45M +2% 54
LA
2157
LWM Advisors
California
$115M +$1.58M +1% 31
CFG
2158
Cassilly Financial Group
Maryland
$115M +$2.11M +2% 65
HOWA
2159
Hudson Oak Wealth Advisory
New Jersey
$115M +$1.74M +2% 55
BPW
2160
BLVD Private Wealth
Kentucky
$115M +$184K +0.2% 77
B
2161
Bayban
Minnesota
$115M +$1.89M +2% 736
GWM
2162
GK Wealth Management
Nevada
$115M -$21.7M -16% 231
DWM
2163
DWR Wealth Management
California
$115M +$7.18M +7% 53
WF
2164
WealthPoint Financial
North Carolina
$115M $0 0% 117
AWA
2165
Asempa Wealth Advisors
Louisiana
$115M -$1.27M -1% 120
DF
2166
Dedeker Financial
Minnesota
$115M +$3.03M +3% 63
SCM
2167
Summerhill Capital Management
Ontario, Canada
$115M +$6.3M +6% 36
WA
2168
Winter & Associates
Minnesota
$114M +$6.04M +6% 87
LRWM
2169
Lord & Richards Wealth Management
Colorado
$114M -$2.45M -2% 53
CW
2170
CrossGen Wealth
North Carolina
$114M +$339K +0.3% 209
NA
2171
Nestegg Advisors
New York
$114M -$3.21M -3% 54
EBA
2172
Eagle Bay Advisors
New York
$113M -$23.6M -17% 272
HIFS
2173
Hingham Institution for Savings
Massachusetts
$113M -$8.88M -7% 16
ACM
2174
Andina Capital Management
Utah
$113M -$52.3M -32% 182
MIA
2175
MeadowBrook Investment Advisors
Michigan
$113M -$4.3M -4% 205