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
WAM
2276
Wernau Asset Management
Massachusetts
$96.1M -$4.53M -4% 49
OPWM
2277
Oregon Pacific Wealth Management
Oregon
$95.8M -$953K -1% 136
IIM
2278
IFC & Insurance Marketing
California
$95.8M -$5.03M -5% 766
BFS
2279
Boyer Financial Services
California
$94.3M +$35.9K +0% 53
SRM
2280
Shelter Rock Management
New York
$94.3M -$5.28M -5% 44
WCG
2281
Wall Capital Group
Arizona
$93.7M -$11.4M -11% 27
WAG
2282
Wallace Advisory Group
California
$93.6M -$1.69M -2% 140
RAM
2283
Robocap Asset Management
United Kingdom
$93.5M -$18.5M -16% 27
SPW
2284
Surience Private Wealth
Washington
$93.2M +$4.78M +5% 50
PGWA
2285
Plus Group Wealth Advisors
Wisconsin
$90.9M +$747K +0.8% 43
ML
2286
MLP3 LLC
New Jersey
$90.7M -$889K -1% 92
GMH
2287
General Motors Holdings
Michigan
$90.5M -$95.4M -51% 5
CIM
2288
Catalyst Investment Management
New Hampshire
$90.2M -$15.3M -15% 80
SIC
2289
Sage Investment Counsel
Tennessee
$90.1M -$752K -0.8% 131
PFO
2290
PMG Family Office
Texas
$89.6M +$3.03M +4% 103
BC
2291
Bayforest Capital
United Kingdom
$89.3M -$44.9M -33% 1,116
UCM
2292
Up Capital Management
California
$89.1M -$22.7M -20% 28
JTF
2293
J. Team Financial
Texas
$89.1M -$10.9M -11% 96
CAM
2294
Capital Asset Management
Colorado
$88.8M -$1.45M -2% 79
XFP
2295
Xena Financial Planning
Oregon
$88.6M +$3.46M +4% 35
DI
2296
Decision Investments
California
$87.9M -$3.44M -4% 146
EFA
2297
Englebert Financial Advisers
Pennsylvania
$87.9M +$1.02M +1% 65
IWMO
2298
Integrated Wealth Management (Ohio)
Ohio
$87.2M -$1.76M -2% 104
OE
2299
October Effect
Virginia
$86.8M -$3.95M -4% 74
BSP
2300
Benefit Street Partners
New York
$86.4M -$4.35M -5% 23