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
WRM
2201
Weybosset Research & Management
Rhode Island
$347M +$22.5M +7% 35
FFA
2202
Fi3 Financial Advisors
Indiana
$346M +$19.5M +6% 242
CFS
2203
CGC Financial Services
Oregon
$346M -$27.7M -7% 359
PC
2204
Prairiewood Capital
North Dakota
$346M +$23.8M +7% 82
OPW
2205
Osprey Private Wealth
New York
$345M -$2.13M -0.6% 83
AIM
2206
Aikya Investment Management
United Kingdom
$345M -$96.2M -22% 4
BIP
2207
Bouvel Investment Partners
Pennsylvania
$345M -$2.24M -0.6% 88
PCM
2208
Presidio Capital Management
California
$344M +$11.5M +3% 84
SEEDPG
2209
S.E.E.D. Planning Group
New York
$344M -$6.53M -2% 100
TF
2210
Threadgill Financial
Texas
$344M +$101M +42% 59
FMB
2211
Field & Main Bank
Kentucky
$344M -$3.32M -1% 266
SMG
2212
Smart Money Group
Texas
$344M +$851K +0.2% 88
MJP
2213
Michael J. Puzo
$343M -$23.9M -7% 77
JF
2214
Joule Financial
Kentucky
$343M +$9.53M +3% 120
TCOO
2215
Trust Company of Oklahoma
Oklahoma
$343M +$322K +0.1% 151
LKIM
2216
Lawson Kroeker Investment Management
Nebraska
$343M +$7.05M +2% 62
WIA
2217
Westbourne Investment Advisors
Maryland
$343M -$19.4M -5% 122
AWA
2218
Acorn Wealth Advisors
Michigan
$343M +$7.32M +2% 279
MKC
2219
M. Kraus & Co
Vermont
$343M -$15.3M -4% 86
WAM
2220
Warberg Asset Management
Illinois
$343M +$10.1M +3% 245
VST
2221
Van Strum & Towne
California
$343M -$15M -4% 118
FA
2222
FC Advisory
Pennsylvania
$342M -$5.58M -2% 118
VRM
2223
Vectors Research Management
New York
$342M +$14.7M +4% 144
CWA
2224
Consilio Wealth Advisors
Washington
$342M +$464K +0.1% 110
RW
2225
Regimen Wealth
Georgia
$342M +$301K +0.1% 80