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, 4,829 funds (~55%) 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
NCM
876
Northside Capital Management
Oregon
$1.14B -$12.1M -1% 206
AT
877
Arlington Trust
Alabama
$1.13B +$154M +16% 867
RPC
878
Rossmore Private Capital
Connecticut
$1.13B +$17.3M +2% 345
SAM
879
SP Asset Management
California
$1.13B -$131M -10% 139
OHIF
880
Oriental Harbor Investment Fund
Hong Kong
$1.13B -$183M -14% 14
AT
881
American Trust
Kentucky
$1.13B -$57.7M -5% 360
IP
882
Indivisible Partners
Florida
$1.13B +$208M +23% 510
LI
883
LRI Investments
Florida
$1.13B -$109M -9% 1,513
FBFS
884
First Business Financial Services
Wisconsin
$1.12B +$35.7M +3% 195
WC
885
Woodstock Corp
Massachusetts
$1.12B -$41.8M -4% 161
JAFL
886
Jay A. Fishman Ltd
Michigan
$1.12B -$95.9M -8% 85
PTC
887
Private Trust Company
Ohio
$1.12B -$21.9M -2% 2,713
FNFDCM
888
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.12B +$144M +15% 179
CT
889
Caldwell Trust
Florida
$1.12B -$5.68M -0.5% 795
CAC
890
Certified Advisory Corp
Florida
$1.12B +$17.5M +2% 334
VFP
891
Verus Financial Partners
Virginia
$1.11B +$28M +3% 124
NOSC
892
North of South Capital
United Kingdom
$1.11B +$281K +0% 33
RWM
893
RKL Wealth Management
Pennsylvania
$1.11B -$107M -9% 189
JTWM
894
Jackson Thornton Wealth Management
Alabama
$1.11B +$53M +5% 347
JLBC
895
J.L. Bainbridge & Co
Florida
$1.11B -$112M -9% 108
SL
896
Sentinus LLC
Illinois
$1.11B +$65.8M +6% 669
CCA
897
Conservest Capital Advisors
Pennsylvania
$1.1B -$5.56M -0.5% 137
PRS
898
Pinkerton Retirement Specialists
Idaho
$1.1B +$124M +13% 139
CPRC
899
Consolidated Portfolio Review Corp
New York
$1.1B -$61.8M -5% 34
AWP
900
Abacus Wealth Partners
California
$1.1B +$76M +7% 567