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
UWM
2426
USAdvisors Wealth Management
Minnesota
$301M -$2.46M -0.8% 144
UBG
2427
United Bank (Georgia)
Georgia
$301M +$5.71M +2% 130
CIM
2428
Corbyn Investment Management
Maryland
$300M -$42.1M -12% 71
SC
2429
Sykon Capital
New York
$300M -$11.6M -4% 126
RP
2430
Riverwater Partners
Wisconsin
$300M +$41.6M +16% 239
UCB
2431
United Community Bank
South Carolina
$300M +$35.5M +13% 639
RL
2432
Rogco LP
Oklahoma
$300M -$2.47M -0.8% 219
JGIA
2433
Jackson Grant Investment Advisers
Connecticut
$300M -$4.21M -1% 400
PAM
2434
Prodigy Asset Management
Nebraska
$300M +$14.7M +5% 28
CHJWM
2435
Carlton Hofferkamp & Jenks Wealth Management
Texas
$299M +$138K +0% 149
CG
2436
Corundum Group
Colorado
$299M +$1.2M +0.4% 122
BIA
2437
BHK Investment Advisors
Alabama
$299M -$5.11M -2% 79
JWS
2438
Juncture Wealth Strategies
Arizona
$299M -$4.6M -2% 146
KWM
2439
Kaydan Wealth Management
Michigan
$299M -$46.5M -13% 117
BFA
2440
Buttonwood Financial Advisors
Maryland
$299M -$1.13M -0.4% 109
BBWP
2441
Beacon Bridge Wealth Partners
Pennsylvania
$299M -$2.24M -0.7% 107
NI
2442
Nepsis Inc
Minnesota
$299M -$25.1M -8% 32
TCM
2443
Tieton Capital Management
Washington
$299M +$6.22M +2% 37
TCMV
2444
Technology Crossover Management VIII
California
$298M -$112M -27% 5
MA
2445
MKT Advisors
California
$298M +$5.22M +2% 165
JA
2446
JVL Associates
Michigan
$298M -$8.97M -3% 66
LAM
2447
Lynch Asset Management
Pennsylvania
$298M -$19.9M -6% 53
CAM
2448
CPA Asset Management
Florida
$298M +$13.2M +5% 108
BI
2449
Berkeley Inc
Idaho
$298M -$16.4M -5% 83
HWM
2450
Hassell Wealth Management
Louisiana
$298M -$1.01M -0.3% 29