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, 4,833 funds (~55%) 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
GBI
3026
GP Brinson Investments
Illinois
$220M -$11.8M -5% 15
TFG
3027
Team Financial Group
California
$220M -$117K -0.1% 282
EFMH
3028
E Fund Management (HK)
Hong Kong
$220M -$77.6M -26% 507
TAM
3029
Tealwood Asset Management
Minnesota
$220M -$3.1M -1% 128
SI
3030
Shaker Investments
Ohio
$220M -$20.6M -9% 94
WDC
3031
Woodward Diversified Capital
California
$220M +$1.37M +0.6% 204
HCM
3032
Horrell Capital Management
Arkansas
$219M -$9.96M -4% 202
TCG
3033
Transcendent Capital Group
Oklahoma
$219M -$1.5M -0.7% 129
MDCM
3034
Morgan Dempsey Capital Management
Wisconsin
$219M +$14.2M +7% 130
YWM
3035
Yoder Wealth Management
California
$219M -$271K -0.1% 129
ICVCFIA
3036
IDG China Venture Capital Fund IV Associates
Hong Kong
$219M -$14.3M -6% 4
HSWS
3037
Higgins & Schmidt Wealth Strategies
Colorado
$219M +$7.79M +4% 67
OPWM
3038
Oxinas Partners Wealth Management
Indiana
$219M +$11M +5% 150
UAM
3039
Unison Asset Management
Florida
$219M -$4.5M -2% 33
WA
3040
Win Advisors
Florida
$219M -$16.9M -7% 128
YRHAM
3041
Yong Rong (HK) Asset Management
Hong Kong
$219M -$110M -34% 23
BFS
3042
Burrus Financial Services
Utah
$218M +$42.6M +24% 16
SS
3043
Sound Stewardship
Kansas
$218M +$9.6M +5% 65
LA
3044
Latitude Advisors
Florida
$218M -$9M -4% 238
PK
3045
Pflug Koory
Nebraska
$218M +$3.92M +2% 425
PP
3046
PFS Partners
New Jersey
$218M +$234K +0.1% 604
MWM
3047
MOR Wealth Management
Pennsylvania
$218M -$780K -0.4% 115
RA
3048
Rockingstone Advisors
Massachusetts
$218M -$1.53M -0.7% 115
RGF
3049
Retirement Guys Formula
Ohio
$217M -$1.87M -0.9% 185
CWM
3050
Collaborative Wealth Management
Florida
$217M -$66.6M -23% 248