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, 2,655 funds (~30%) 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
FFM
1026
Flagstone Financial Management
Nebraska
$403M +$12.9M +3% 72
FIM
1027
Fruth Investment Management
Texas
$401M +$30.5M +8% 233
CNC
1028
Citizens & Northern Corp
Pennsylvania
$401M -$2.55M -0.6% 131
BLC
1029
Brown, Lisle/Cummings
Rhode Island
$400M -$5.47M -1% 1,029
HFBOT
1030
Home Federal Bank of Tennessee
Tennessee
$400M +$15.1M +4% 95
RFN
1031
RDA Financial Network
Iowa
$400M -$15.7M -4% 293
MCM
1032
Monument Capital Management
Virginia
$399M -$2.86M -0.7% 250
LWPC
1033
Legacy Wealth Partners (Colorado)
Colorado
$399M +$12.6M +3% 203
PNFS
1034
PW Nova Financial Services
Pennsylvania
$399M +$135M +51% 194
FFG
1035
Fortem Financial Group
California
$399M +$24.4M +7% 184
LWM
1036
LongView Wealth Management
Georgia
$398M -$16M -4% 267
KFG
1037
Kelly Financial Group
Connecticut
$398M +$4.24M +1% 102
TA
1038
TrueWealth Advisors
Alabama
$398M +$11.4M +3% 251
RH
1039
RFG Holdings
Texas
$397M -$1.85M -0.5% 71
GF
1040
Gray Foundation
New York
$397M -$1.78M -0.4% 11
LL
1041
LPWM LLC
Minnesota
$396M -$96.1K -0% 98
RBCM
1042
Raub Brock Capital Management
California
$395M -$54M -12% 44
PP
1043
Prosperity Planning
Missouri
$395M +$12.3M +3% 114
RWA
1044
Roberts Wealth Advisors
California
$394M +$10.7M +3% 113
ASW
1045
Astoria Strategic Wealth
Texas
$394M -$3.41M -0.9% 37
IAG
1046
Investment Advisory Group
Massachusetts
$393M +$4.7M +1% 201
ERP
1047
Eldred Rock Partners
Texas
$393M +$7.49M +2% 33
HFM
1048
Hartford Financial Management
Connecticut
$392M +$7.54M +2% 359
SB
1049
Sunflower Bank
Texas
$392M -$4.51M -1% 161
LFA
1050
Level Financial Advisors
New York
$392M +$13.8M +4% 97