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, 6,264 funds (~71%) 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
EFH
3226
Eaton Financial Holdings
Florida
$305M -$66.6M -18% 144
S
3227
Sunpointe
Missouri
$305M +$3.68M +1% 297
DFG
3228
Demars Financial Group
Washington
$304M +$4.93M +2% 108
BPH
3229
Boundless Plain Holdings
$304M -$9.89M -3% 23
TC
3230
Tejara Capital
United Kingdom
$303M +$62.8M +26% 94
OFG
3231
Omega Financial Group
California
$303M +$2.77M +0.9% 104
PS
3232
Planned Solutions
California
$303M -$6.32M -2% 146
PA
3233
Proem Advisors
Texas
$303M +$7.52M +3% 42
SF
3234
Slagle Financial
Illinois
$303M +$16.3M +6% 129
LKBC
3235
L.K. Benson & Company
Maryland
$302M +$103M +52% 115
NFGCM
3236
Norman Fields Gottscho Capital Management
New York
$302M -$7.8M -3% 67
OWM
3237
OneAscent Wealth Management
Alabama
$302M +$2.02M +0.7% 180
AV
3238
Aspiring Ventures
Ohio
$302M +$19.8M +7% 80
AFGI4KRSP
3239
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$302M -$24.6M -8% 1
CCA
3240
Cora Capital Advisors
New Jersey
$302M +$45.3M +18% 149
GFG
3241
Greenbush Financial Group
New York
$302M +$7.96M +3% 36
WAG
3242
Wheelhouse Advisory Group
Missouri
$302M +$38.9M +15% 54
DFA
3243
DHJJ Financial Advisors
Illinois
$302M +$671K +0.2% 1,095
EFG
3244
Elevated Financial Group
Indiana
$302M +$12.5M +4% 141
GFG
3245
GR Financial Group
Arizona
$301M -$144M -32% 31
PWS
3246
Precision Wealth Strategies
Missouri
$301M -$7.24M -2% 187
TAFW
3247
Tred Avon Family Wealth
Maryland
$301M -$6.08M -2% 275
CLC
3248
Charles-Lim Capital
Hong Kong
$301M -$67.3M -18% 8
PP
3249
Pacifica Partners
Canada
$301M +$76.1M +34% 488
M2MC
3250
Matthew 25 Management Corp
Pennsylvania
$301M -$25.9M -8% 23