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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Live Disclosures

Portfolio disclosures for 2026 Q2 are currently underway and will close on August 14th. As of this moment, 137 funds (~2%) 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
AA
26
Armis Advisers
Georgia
$1.08B +$55.1M +5% 496
TC
27
Tetrad Corporation
Nebraska
$1.05B +$45.5M +5% 3
HHAA
28
Henry H. Armstrong Associates
Pennsylvania
$1.03B +$51.2M +5% 65
GBT
29
Grove Bank & Trust
Florida
$1.01B +$124M +14% 931
HFS
30
Howard Financial Services
Texas
$1B +$114M +13% 278
CPBTD
31
Central Pacific Bank - Trust Division
Hawaii
$984M +$200M +26% 941
PFA
32
Pathway Financial Advisors
Vermont
$857M +$49M +6% 141
BG
33
BDF Gestion
France
$747M -$1.78M -0.2% 152
TCOTS
34
Trust Company of the South
North Carolina
$710M +$88.3M +14% 153
BSWM
35
Boston Standard Wealth Management
Massachusetts
$689M +$78.5M +13% 60
HPC
36
Hobart Private Capital
North Carolina
$583M +$74.1M +15% 151
CMA
37
Cedar Mountain Advisors
Oregon
$581M +$69.3M +14% 1,227
KA
38
Kozak & Associates
Colorado
$576M +$63.3M +12% 475
MIM
39
Manitou Investment Management
Ontario, Canada
$538M +$32.3M +6% 53
GWSA
40
Global Wealth Strategies & Associates
Colorado
$528M +$121M +30% 547
5NPW
41
55 North Private Wealth
Florida
$508M +$118M +30% 326
CFO
42
Collective Family Office
Pennsylvania
$489M +$44.8M +10% 164
WFPG
43
Waller Financial Planning Group
Ohio
$486M +$32.6M +7% 81
HNB
44
Hilltop National Bank
Wyoming
$468M +$47.9M +11% 835
RFN
45
RDA Financial Network
Iowa
$459M +$59M +15% 302
WP
46
Westmount Partners
California
$454M +$48.6M +12% 287
BCM
47
Boltwood Capital Management
California
$436M +$44.3M +11% 195
SCA
48
Sandy Cove Advisors
Massachusetts
$400M +$65.7M +20% 166
TFA
49
Trinity Financial Advisors
Ohio
$389M +$37.9M +11% 97
SCA
50
St. Clair Advisors
Ohio
$389M +$12.9M +3% 84