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, 2,568 funds (~29%) 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
MCF
1576
MKA Charitable Fund
California
$224M -$27.7M -11% 1
KSWWM
1577
Keyes Stange & Wooten Wealth Management
Florida
$224M +$13M +6% 79
LLWM
1578
Life Line Wealth Management
California
$224M -$115M -34% 39
6F
1579
626 Financial
Michigan
$223M -$8.02M -3% 128
IWMWV
1580
Ironwood Wealth Management (West Virginia)
West Virginia
$223M +$244K +0.1% 32
ACM
1581
Azarias Capital Management
Pennsylvania
$223M -$5.28M -2% 28
VIPI
1582
Vista Investment Partners II
Indiana
$223M -$9.31M -4% 177
DFS
1583
Dixon Fnancial Services
California
$223M -$2.82M -1% 47
SCM
1584
Sterneck Capital Management
Missouri
$223M +$643K +0.3% 118
GPFA
1585
Game Plan Financial Advisors
Ohio
$222M -$26.5M -11% 406
BAM
1586
Beaumont Asset Management
Texas
$222M +$22.1M +11% 76
DC
1587
Darrow Company
Massachusetts
$222M -$357K -0.2% 59
DG
1588
Diesslin Group
Texas
$222M -$29.6M -12% 57
BW
1589
Bravera Wealth
North Dakota
$222M +$22.4M +11% 513
SFG
1590
Seamount Financial Group
Colorado
$222M +$1.64M +0.7% 140
MWM
1591
Meritas Wealth Management
California
$221M +$13.2M +6% 60
MWM
1592
Mosley Wealth Management
California
$221M +$2.37M +1% 466
DRP
1593
Decker Retirement Planning
Utah
$221M +$19.6M +10% 318
GWM
1594
GoalFusion Wealth Management
Texas
$220M +$4.26M +2% 30
GBI
1595
GP Brinson Investments
Illinois
$220M -$11.8M -5% 15
EFMH
1596
E Fund Management (HK)
Hong Kong
$220M -$77.6M -26% 507
TAM
1597
Tealwood Asset Management
Minnesota
$220M -$3.1M -1% 128
WDC
1598
Woodward Diversified Capital
California
$220M +$1.37M +0.6% 204
TCG
1599
Transcendent Capital Group
Oklahoma
$219M -$1.5M -0.7% 129
YWM
1600
Yoder Wealth Management
California
$219M -$271K -0.1% 129