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
TFA
51
Trinity Financial Advisors
Ohio
$351M -$6.38M -2% 97
PCS
52
Private Client Services
Kentucky
$334M +$14.5M +5% 231
SCP
53
Silverleafe Capital Partners
Tennessee
$332M -$4.54M -1% 125
ST
54
Somerset Trust
Pennsylvania
$326M -$814K -0.2% 185
APW
55
Acima Private Wealth
Virginia
$319M -$3.6M -1% 180
NFGCM
56
Norman Fields Gottscho Capital Management
New York
$302M -$7.8M -3% 67
ATC
57
Adirondack Trust Company
New York
$298M -$6.4M -2% 576
VWM
58
Vigilare Wealth Management
Arizona
$296M -$1.36M -0.5% 132
BFS
59
Burkett Financial Services
South Carolina
$292M -$1.22M -0.4% 257
RA
60
Rise Advisors
New York
$284M +$3.4M +1% 102
BWL
61
Beacon Wealthcare LLC
North Carolina
$284M -$7.66M -3% 26
LJHT
62
Laurie J. Hall Trustee
$283M -$17.6M -6% 111
FOA
63
Five Oceans Advisors
California
$276M -$6.57M -2% 204
SCI
64
Stableford Capital II
Arizona
$269M -$7.64M -3% 162
MCP
65
Martin Capital Partners
Oregon
$269M +$3.25M +1% 72
SWMG
66
Signature Wealth Management Group
Georgia
$263M +$18.1M +7% 135
SI
67
Stash Investments
New York
$258M +$8.43M +3% 5
APIM
68
Agate Pass Investment Management
Washington
$255M -$13.7M -5% 109
FFC
69
First Financial Corp
Indiana
$255M -$10.4M -4% 309
DRS
70
Deane Retirement Strategies
Louisiana
$249M +$6.9M +3% 85
AP
71
Aspect Partners
Virginia
$245M +$16.2M +7% 744
CWA
72
Carolina Wealth Advisors
South Carolina
$240M +$15.8M +7% 340
I
73
InvesTrust
Oklahoma
$238M -$20.6M -8% 94
HHWM
74
Hiley Hunt Wealth Management
Nebraska
$227M +$3.25M +1% 52
BTIM
75
BancFirst Trust & Investment Management
Oklahoma
$226M -$16.2M -7% 42