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
SF
4176
Schaeffer Financial
Maryland
$119M +$4.21M +4% 25
PIA
4177
Prakash Investment Advisors
Massachusetts
$119M -$13M -10% 76
SFGM
4178
Stonebridge Financial Group (Missouri)
Missouri
$119M +$3.07M +3% 178
KCWM
4179
Kane Co Wealth Management
Iowa
$119M +$5.19M +5% 54
KL
4180
Keenan LLC
Massachusetts
$119M +$4.81M +4% 42
CWM
4181
ClientFirst Wealth Management
Arkansas
$118M -$6.07M -5% 52
WCM
4182
Washington Capital Management
Washington
$118M -$4.82M -4% 124
EFG
4183
Elm3 Financial Group
Georgia
$118M -$2.17M -2% 121
TCK
4184
Topor & Co Korea
$118M -$14.5M -11% 18
CWM
4185
C2C Wealth Management
Arizona
$118M -$392K -0.3% 95
AIA
4186
Aventus Investment Advisors
Florida
$118M -$5.18M -4% 155
NC
4187
North Capital
Utah
$118M +$2.01M +2% 97
PCMU
4188
Paragon Capital Management (Utah)
Utah
$118M -$11.2M -9% 90
AIS
4189
Advocate Investing Services
Maryland
$118M +$6.38M +6% 483
WSA
4190
Warm Springs Advisors
California
$118M -$11.5M -9% 52
KIA
4191
Koenig Investment Advisory
Oregon
$118M -$5.6M -5% 37
OIM
4192
Orca Investment Management
Oregon
$118M -$9.36M -7% 59
NHH
4193
North Horizon Holdings
$118M +$2.2M +2% 1
SEA
4194
Stegent Equity Advisors
Texas
$117M -$11M -9% 127
DFP
4195
Donalies Financial Planning
District of Columbia
$117M -$121K -0.1% 74
ACM
4196
Alessandra Capital Management
California
$117M +$4.79M +4% 124
VFO
4197
Virtus Family Office
Texas
$117M +$1.18M +1% 79
4A
4198
4Wealth Advisors
Illinois
$117M +$1.57M +1% 151
LAA
4199
Liberty Atlantic Advisors
Texas
$117M +$15.2M +15% 83
FG
4200
Fairman Group
Pennsylvania
$117M -$8.18M -7% 347