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
FCB
76
First County Bank
Connecticut
$187M -$3.66M -2% 175
AC
77
Attessa Capital
Arizona
$184M +$905K +0.5% 36
MBAM
78
Mink Brook Asset Management
Florida
$179M +$21M +13% 58
SLFPAM
79
St. Louis Financial Planners Asset Management
Missouri
$176M +$13.7M +8% 52
AA
80
Atmos Advisory
Pennsylvania
$176M +$3.54M +2% 21
IIM
81
InTrack Investment Management
Vermont
$175M -$3.3M -2% 117
CIM
82
CenturyLink Investment Management
Colorado
$175M +$78M +81% 3
PDN
83
Pensionfund DSM Netherlands
Netherlands
$173M +$21M +14% 77
BAM
84
Byrne Asset Management
New Jersey
$171M -$10.5M -6% 626
LFWA
85
LBJ Family Wealth Advisors
Texas
$171M -$11.2M -6% 29
AIMA
86
Ables Iannone Moore & Associates
Georgia
$168M -$14.5M -8% 61
BF
87
Baring Financial
Washington
$163M -$789K -0.5% 75
BC
88
Bulwark Capital
Florida
$162M +$21.6M +15% 101
MSA
89
McAlister Sweet & Associates
Texas
$161M +$28.9M +22% 34
RWS
90
Retirement Wealth Solutions
Wisconsin
$159M +$385K +0.2% 864
ANHIM
91
Alan N. Hoffman Investment Management
Massachusetts
$152M -$25.7M -14% 15
HPBT
92
Hickory Point Bank & Trust
Illinois
$152M +$13.7M +10% 456
HWM
93
Horizons Wealth Management
North Carolina
$150M -$23.9K -0% 168
CFP
94
Comprehensive Financial Planning
Pennsylvania
$144M -$6.82M -5% 452
MAFA
95
MJT & Associates Financial Advisory
Minnesota
$136M +$2.23M +2% 471
SA
96
Sincerus Advisory
New York
$132M +$7.55M +6% 79
BA
97
Blueline Advisors
New Hampshire
$129M +$6.39M +5% 221
AFC
98
Ares Financial Consulting
California
$127M +$22.3M +21% 1,093
AT
99
Adelphi Trust
Florida
$123M +$367K +0.3% 112
SG
100
Sankala Group
Colorado
$122M -$2.63M -2% 581