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
GBI
76
GP Brinson Investments
Illinois
$220M -$11.8M -5% 15
FCFC
77
First Citizens Financial Corp
Iowa
$212M +$9.39M +5% 136
NWMP
78
Noble Wealth Management PBC
Colorado
$195M -$4.01M -2% 648
IA
79
IFS Advisors
Kansas
$194M +$1.57M +0.8% 220
FCB
80
First County Bank
Connecticut
$187M -$3.66M -2% 175
AC
81
Attessa Capital
Arizona
$184M +$905K +0.5% 36
MBAM
82
Mink Brook Asset Management
Florida
$179M +$21M +13% 58
SLFPAM
83
St. Louis Financial Planners Asset Management
Missouri
$176M +$13.7M +8% 52
AA
84
Atmos Advisory
Pennsylvania
$176M +$3.54M +2% 21
IIM
85
InTrack Investment Management
Vermont
$175M -$3.3M -2% 117
CIM
86
CenturyLink Investment Management
Colorado
$175M +$78M +81% 3
PDN
87
Pensionfund DSM Netherlands
Netherlands
$173M +$21M +14% 77
BAM
88
Byrne Asset Management
New Jersey
$171M -$10.5M -6% 626
LFWA
89
LBJ Family Wealth Advisors
Texas
$171M -$11.2M -6% 29
AIMA
90
Ables Iannone Moore & Associates
Georgia
$168M -$14.5M -8% 61
BF
91
Baring Financial
Washington
$163M -$789K -0.5% 75
BC
92
Bulwark Capital
Florida
$162M +$21.6M +15% 101
IPAM
93
Investment Partners Asset Management
New Jersey
$162M +$1.32M +0.8% 170
MSA
94
McAlister Sweet & Associates
Texas
$161M +$28.9M +22% 34
RWS
95
Retirement Wealth Solutions
Wisconsin
$159M +$385K +0.2% 864
SI
96
Stonekeep Investments
New Mexico
$154M -$2.14M -1% 70
ANHIM
97
Alan N. Hoffman Investment Management
Massachusetts
$152M -$25.7M -14% 15
HPBT
98
Hickory Point Bank & Trust
Illinois
$152M +$13.7M +10% 456
HWM
99
Horizons Wealth Management
North Carolina
$150M -$23.9K -0% 168
CFP
100
Comprehensive Financial Planning
Pennsylvania
$144M -$6.82M -5% 452