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, 121 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
ST
51
Somerset Trust
Pennsylvania
$326M -$814K -0.2% 185
APW
52
Acima Private Wealth
Virginia
$319M -$3.6M -1% 180
NFGCM
53
Norman Fields Gottscho Capital Management
New York
$302M -$7.8M -3% 67
ATC
54
Adirondack Trust Company
New York
$298M -$6.4M -2% 576
VWM
55
Vigilare Wealth Management
Arizona
$296M -$1.36M -0.5% 132
BFS
56
Burkett Financial Services
South Carolina
$292M -$1.22M -0.4% 257
RA
57
Rise Advisors
New York
$284M +$3.4M +1% 102
BWL
58
Beacon Wealthcare LLC
North Carolina
$284M -$7.66M -3% 26
LJHT
59
Laurie J. Hall Trustee
$283M -$17.6M -6% 111
FOA
60
Five Oceans Advisors
California
$276M -$6.57M -2% 204
SCI
61
Stableford Capital II
Arizona
$269M -$7.64M -3% 162
MCP
62
Martin Capital Partners
Oregon
$269M +$3.25M +1% 72
SWMG
63
Signature Wealth Management Group
Georgia
$263M +$18.1M +7% 135
SI
64
Stash Investments
New York
$258M +$8.43M +3% 5
APIM
65
Agate Pass Investment Management
Washington
$255M -$13.7M -5% 109
FFC
66
First Financial Corp
Indiana
$255M -$10.4M -4% 309
DRS
67
Deane Retirement Strategies
Louisiana
$249M +$6.9M +3% 85
AP
68
Aspect Partners
Virginia
$245M +$16.2M +7% 744
CWA
69
Carolina Wealth Advisors
South Carolina
$240M +$15.8M +7% 340
I
70
InvesTrust
Oklahoma
$238M -$20.6M -8% 94
HHWM
71
Hiley Hunt Wealth Management
Nebraska
$227M +$3.25M +1% 52
BTIM
72
BancFirst Trust & Investment Management
Oklahoma
$226M -$16.2M -7% 42
GBI
73
GP Brinson Investments
Illinois
$220M -$11.8M -5% 15
NWMP
74
Noble Wealth Management PBC
Colorado
$195M -$4.01M -2% 648
IA
75
IFS Advisors
Kansas
$194M +$1.57M +0.8% 220