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, 6,446 funds (~73%) 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
LKIM
3076
Lawson Kroeker Investment Management
Nebraska
$343M +$7.05M +2% 62
WIA
3077
Westbourne Investment Advisors
Maryland
$343M -$19.4M -5% 122
AWA
3078
Acorn Wealth Advisors
Michigan
$343M +$7.32M +2% 279
MKC
3079
M. Kraus & Co
Vermont
$343M -$15.3M -4% 86
WAM
3080
Warberg Asset Management
Illinois
$343M +$10.1M +3% 245
FCM
3081
Fieldview Capital Management
Michigan
$343M -$246M -42% 736
VST
3082
Van Strum & Towne
California
$343M -$15M -4% 118
FA
3083
FC Advisory
Pennsylvania
$342M -$5.58M -2% 118
VRM
3084
Vectors Research Management
New York
$342M +$14.7M +4% 144
CWA
3085
Consilio Wealth Advisors
Washington
$342M +$464K +0.1% 110
RW
3086
Regimen Wealth
Georgia
$342M +$301K +0.1% 80
GAA
3087
Global Assets Advisory
Florida
$342M -$7.52M -2% 569
WPA
3088
WIT Partners Advisory
Singapore
$342M +$53.2M +18% 18
YCM
3089
Yakira Capital Management
Connecticut
$342M +$44.4M +15% 244
GAM
3090
Grandview Asset Management
Pennsylvania
$342M -$22.9M -6% 147
SW
3091
SMART Wealth
Nebraska
$341M +$13.5M +4% 240
SFA
3092
Seneca Financial Advisors
New York
$341M +$12.6M +4% 65
IPW
3093
Intergy Private Wealth
Colorado
$341M +$9.49M +3% 126
KFSC
3094
Keystone Financial Services (Colorado)
Colorado
$341M +$9.47M +3% 138
CWG
3095
Crown Wealth Group
North Carolina
$340M -$17.4M -5% 163
CPIA
3096
Cornell Pochily Investment Advisors
New York
$340M -$4.56M -1% 189
MSG
3097
Main Street Group
Virginia
$340M +$50.5M +17% 865
WLPWM
3098
Walled Lake Planning & Wealth Management
Illinois
$340M +$24M +8% 147
SWK
3099
Stephen W. Kidder
$340M -$14.5M -4% 80
SM
3100
Sweeney & Michel
California
$340M +$1.3M +0.4% 146