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, 2,641 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
CNBT
1401
Cornerstone National Bank & Trust
Illinois
$271M +$20.7M +8% 238
TIM
1402
Triad Investment Management
California
$271M +$173M +175% 52
SWM
1403
Sculati Wealth Management
Michigan
$271M -$12.8M -5% 118
RFA
1404
Register Financial Advisors
Georgia
$270M +$13.6M +5% 395
FDS
1405
First Dallas Securities
Texas
$270M +$1.56M +0.6% 123
HC
1406
Hendley & Co
Ohio
$270M -$9.5M -3% 50
SFS
1407
Searcy Financial Services
Kansas
$270M -$171K -0.1% 29
AAMC
1408
Asset Allocation & Management Company
Illinois
$270M +$18.5M +7% 100
AA
1409
AJ Advisors
Tennessee
$270M -$1.3M -0.5% 36
ML
1410
MTCO Ltd
$269M +$22.1M +9% 2
SIAS
1411
Summit Investment Advisory Services
Minnesota
$269M +$4.23M +2% 85
SCI
1412
Stableford Capital II
Arizona
$269M -$7.64M -3% 162
MCP
1413
Martin Capital Partners
Oregon
$269M +$3.25M +1% 72
BWA
1414
BCU Wealth Advisors
Illinois
$268M +$6.91M +3% 64
WAM
1415
Worth Asset Management
Texas
$268M +$32.4M +14% 209
CCM
1416
Colorado Capital Management
Colorado
$268M +$1.84M +0.7% 110
AC
1417
Applied Capital
Arkansas
$268M +$8.04M +3% 56
TWM
1418
TCFG Wealth Management
California
$267M +$11.5M +4% 293
SAM
1419
S.A. Mason
Michigan
$266M +$13.5M +5% 279
SEM
1420
Strategic Equity Management
Arizona
$266M -$28.9M -10% 81
DWA
1421
Delap Wealth Advisory
Oregon
$266M +$6.67M +3% 98
TWC
1422
Tencap Wealth Coaching
Utah
$266M +$1.48M +0.6% 7
LWMI
1423
Landmark Wealth Management (Illinois)
Illinois
$265M +$335K +0.1% 42
TP
1424
Tranquility Partners
Tennessee
$265M -$12.5M -5% 239
FH
1425
FWG Holdings
Florida
$265M +$1.11M +0.4% 143