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, 2,849 funds (~33%) 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
AT
451
Arlington Trust
Alabama
$1.13B +$154M +16% 867
OHIF
452
Oriental Harbor Investment Fund
Hong Kong
$1.13B -$183M -14% 14
WC
453
Woodstock Corp
Massachusetts
$1.12B -$41.8M -4% 161
FNFDCM
454
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.12B +$144M +15% 179
CT
455
Caldwell Trust
Florida
$1.12B -$5.68M -0.5% 795
CAC
456
Certified Advisory Corp
Florida
$1.12B +$17.5M +2% 334
VFP
457
Verus Financial Partners
Virginia
$1.11B +$28M +3% 124
NOSC
458
North of South Capital
United Kingdom
$1.11B +$281K +0% 33
RWM
459
RKL Wealth Management
Pennsylvania
$1.11B -$107M -9% 189
JLBC
460
J.L. Bainbridge & Co
Florida
$1.11B -$112M -9% 108
PRS
461
Pinkerton Retirement Specialists
Idaho
$1.1B +$124M +13% 139
CPRC
462
Consolidated Portfolio Review Corp
New York
$1.1B -$61.8M -5% 34
AWP
463
Abacus Wealth Partners
California
$1.1B +$76M +7% 567
PHWA
464
Petersen Hastings Wealth Advisors
Washington
$1.09B +$50.3M +5% 82
MAA
465
Matrix Asset Advisors
New York
$1.09B -$22.4M -2% 113
M
466
MOTCO
Texas
$1.08B -$22.2M -2% 681
TC
467
Trust Company
Kansas
$1.07B +$991K +0.1% 919
CAM
468
Clark Asset Management
New Hampshire
$1.06B +$102M +11% 279
LCM
469
LVM Capital Management
Michigan
$1.06B -$16.1M -1% 176
WB
470
Webster Bank
Connecticut
$1.06B -$9.82M -0.9% 698
TCOT
471
Trust Company of Toledo
Ohio
$1.05B +$40M +4% 864
SPWG
472
Syntegra Private Wealth Group
Missouri
$1.05B -$36.3M -3% 201
SPC
473
Spirepoint Private Client
Florida
$1.05B +$5.05M +0.5% 342
NRG
474
Nemes Rush Group
Michigan
$1.05B -$11.7M -1% 1,038
MNBTD
475
Moody National Bank Trust Division
Texas
$1.05B +$11.2M +1% 543