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
UWM
3251
USAdvisors Wealth Management
Minnesota
$301M -$2.46M -0.8% 144
ACM
3252
Absolute Capital Management
Pennsylvania
$301M +$26.5M +10% 160
UBG
3253
United Bank (Georgia)
Georgia
$301M +$5.71M +2% 130
CIM
3254
Corbyn Investment Management
Maryland
$300M -$42.1M -12% 71
FPCG
3255
Forum Private Client Group
Indiana
$300M +$6.64M +2% 83
SC
3256
Sykon Capital
New York
$300M -$11.6M -4% 126
RP
3257
Riverwater Partners
Wisconsin
$300M +$41.6M +16% 239
UCB
3258
United Community Bank
South Carolina
$300M +$35.5M +13% 639
PIAS
3259
PCA Investment Advisory Services
Ohio
$300M +$13.7M +5% 60
RCA
3260
Riverview Capital Advisers
Massachusetts
$300M -$30.8M -9% 96
RL
3261
Rogco LP
Oklahoma
$300M -$2.47M -0.8% 219
JGIA
3262
Jackson Grant Investment Advisers
Connecticut
$300M -$4.21M -1% 400
PAM
3263
Prodigy Asset Management
Nebraska
$300M +$14.7M +5% 28
CHJWM
3264
Carlton Hofferkamp & Jenks Wealth Management
Texas
$299M +$138K +0% 149
GB
3265
Goepper Burkhardt
South Carolina
$299M -$7.64M -2% 106
CG
3266
Corundum Group
Colorado
$299M +$1.2M +0.4% 122
BIA
3267
BHK Investment Advisors
Alabama
$299M -$5.11M -2% 79
JWS
3268
Juncture Wealth Strategies
Arizona
$299M -$4.6M -2% 146
PWM
3269
Parkshore Wealth Management
California
$299M +$32.8M +12% 71
KWM
3270
Kaydan Wealth Management
Michigan
$299M -$46.5M -13% 117
BFA
3271
Buttonwood Financial Advisors
Maryland
$299M -$1.13M -0.4% 109
BBWP
3272
Beacon Bridge Wealth Partners
Pennsylvania
$299M -$2.24M -0.7% 107
NI
3273
Nepsis Inc
Minnesota
$299M -$25.1M -8% 32
TCM
3274
Tieton Capital Management
Washington
$299M +$6.22M +2% 37
AAI
3275
American Assets Inc
California
$298M -$17.5M -6% 33