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, 3,958 funds (~45%) 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
LC
3451
Lubar & Co
Wisconsin
$119M -$15.2M -11% 3
MW
3452
Marrick Wealth
California
$119M -$3.25M -3% 58
HAP
3453
Harbor Asset Planning
Massachusetts
$119M +$1.86M +2% 455
SF
3454
Schaeffer Financial
Maryland
$119M +$4.21M +4% 25
SFGM
3455
Stonebridge Financial Group (Missouri)
Missouri
$119M +$3.07M +3% 178
KCWM
3456
Kane Co Wealth Management
Iowa
$119M +$5.19M +5% 54
KL
3457
Keenan LLC
Massachusetts
$119M +$4.81M +4% 42
CWM
3458
ClientFirst Wealth Management
Arkansas
$118M -$6.07M -5% 52
WCM
3459
Washington Capital Management
Washington
$118M -$4.82M -4% 124
EFG
3460
Elm3 Financial Group
Georgia
$118M -$2.17M -2% 121
TCK
3461
Topor & Co Korea
$118M -$14.5M -11% 18
CWM
3462
C2C Wealth Management
Arizona
$118M -$392K -0.3% 95
AIA
3463
Aventus Investment Advisors
Florida
$118M -$5.18M -4% 155
NC
3464
North Capital
Utah
$118M +$2.01M +2% 97
PCMU
3465
Paragon Capital Management (Utah)
Utah
$118M -$11.2M -9% 90
AIS
3466
Advocate Investing Services
Maryland
$118M +$6.38M +6% 483
WSA
3467
Warm Springs Advisors
California
$118M -$11.5M -9% 52
KIA
3468
Koenig Investment Advisory
Oregon
$118M -$5.6M -5% 37
OIM
3469
Orca Investment Management
Oregon
$118M -$9.36M -7% 59
SEA
3470
Stegent Equity Advisors
Texas
$117M -$11M -9% 127
DFP
3471
Donalies Financial Planning
District of Columbia
$117M -$121K -0.1% 74
ACM
3472
Alessandra Capital Management
California
$117M +$4.79M +4% 124
4A
3473
4Wealth Advisors
Illinois
$117M +$1.57M +1% 151
LAA
3474
Liberty Atlantic Advisors
Texas
$117M +$15.2M +15% 83
FG
3475
Fairman Group
Pennsylvania
$117M -$8.18M -7% 347