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, 128 funds (~1%) 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
CT
26
Coastline Trust
Rhode Island
$1.01B -$55.4M -5% 428
CFG
27
Cooper Financial Group
California
$989M +$49.7M +5% 453
HHAA
28
Henry H. Armstrong Associates
Pennsylvania
$981M -$95.3M -9% 62
BST
29
Bath Savings Trust
Maine
$936M -$65.8M -7% 175
AHB
30
Abner Herrman & Brock
New Jersey
$905M -$74.3M -8% 120
HFS
31
Howard Financial Services
Texas
$888M +$32.8M +4% 235
SIM
32
Seilern Investment Management
United Kingdom
$838M -$451M -35% 24
FTC
33
Farmers Trust Company
Ohio
$637M +$23.8M +4% 210
CBT
34
Central Bank & Trust
Kentucky
$636M -$10.3M -2% 185
TCOTS
35
Trust Company of the South
North Carolina
$622M +$74.9K +0% 148
AOWM
36
Alpha Omega Wealth Management
Virginia
$617M +$13.9M +2% 208
SAS
37
SMI Advisory Services
Indiana
$607M +$26.6M +5% 66
IRC
38
Investors Research Corp
Georgia
$523M -$22.8M -4% 954
HPC
39
Hobart Private Capital
North Carolina
$509M -$3.71M -0.7% 146
HSG
40
Helen Stephens Group
Texas
$501M +$25.1M +5% 133
RP
41
Rowlandmiller & Partners
Georgia
$493M -$24.9M -5% 198
MHR
42
Matthew Hamilton Rosenberg
$488M +$5.22M +1% 822
CA
43
Crumly & Associates
Illinois
$476M -$757K -0.2% 209
WFPG
44
Waller Financial Planning Group
Ohio
$453M +$2.72M +0.6% 78
CFO
45
Collective Family Office
Pennsylvania
$444M +$8.39M +2% 163
OPA
46
Old Port Advisors
Maine
$433M +$27.2M +7% 249
HNB
47
Hilltop National Bank
Wyoming
$421M +$6.91M +2% 840
GWSA
48
Global Wealth Strategies & Associates
Colorado
$407M +$5.89M +1% 614
OKSA
49
O'Keefe Stevens Advisory
New York
$405M +$19.4M +5% 79
HWP
50
Highline Wealth Partners
California
$391M +$35.3M +10% 1,399