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, 2,792 funds (~32%) 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
TCOTS
751
Trust Company of the South
North Carolina
$622M +$74.9K +0% 148
FBT
752
First Bank & Trust
South Dakota
$621M +$6.92M +1% 283
RA
753
Riversedge Advisors
Delaware
$618M +$2.7M +0.4% 251
AOWM
754
Alpha Omega Wealth Management
Virginia
$617M +$13.9M +2% 208
CPC
755
Consolidated Planning Corp
Georgia
$617M -$374M -38% 222
AF
756
Affiance Financial
Minnesota
$617M -$4.67M -0.8% 108
TFO
757
Tarbox Family Office
California
$616M -$5.79M -0.9% 107
RRWA
758
Rainey & Randall Wealth Advisors
Florida
$616M +$2.77M +0.5% 81
PGAM
759
Princeton Global Asset Management
New Jersey
$613M -$4.57M -0.7% 873
DS
760
Dudley & Shanley
Florida
$611M -$11M -2% 37
BSWM
761
Boston Standard Wealth Management
Massachusetts
$611M +$5.03M +0.8% 56
IA
762
IFG Advisors
Missouri
$611M +$9.78M +2% 160
FFWA
763
FRG Family Wealth Advisors
Washington
$610M -$33.9M -5% 166
ACM
764
Armbruster Capital Management
New York
$610M +$14.7M +2% 137
FCMC
765
Founders Capital Management (Connecticut)
Connecticut
$608M -$65M -10% 79
KJHP
766
K.J. Harrison & Partners
Ontario, Canada
$608M -$144M -19% 269
MBT
767
Montecito Bank & Trust
California
$607M -$19.9M -3% 276
DCM
768
DGS Capital Management
New Jersey
$607M +$24.1M +4% 691
SAS
769
SMI Advisory Services
Indiana
$607M +$26.6M +5% 66
ERWM
770
Elk River Wealth Management
Colorado
$602M -$19.9M -3% 107
MTC
771
Matrix Trust Company
Colorado
$602M -$3.8M -0.6% 264
CTA
772
Clear Trail Advisors
Texas
$601M +$170M +39% 151
MGIA
773
Matthew Goff Investment Advisor
Texas
$600M +$35.6M +6% 121
OFS
774
Orrstown Financial Services
Pennsylvania
$597M -$2.33M -0.4% 121
BWP
775
Balboa Wealth Partners
Arizona
$596M -$8.46M -1% 497