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, 7,031 funds (~80%) 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
AOWM
2276
Alpha Omega Wealth Management
Virginia
$617M +$13.9M +2% 208
CPC
2277
Consolidated Planning Corp
Georgia
$617M -$374M -38% 222
AF
2278
Affiance Financial
Minnesota
$617M -$4.67M -0.8% 108
TAM
2279
Third Avenue Management
New York
$616M +$65.8M +12% 57
TFO
2280
Tarbox Family Office
California
$616M -$5.79M -0.9% 107
RRWA
2281
Rainey & Randall Wealth Advisors
Florida
$616M +$2.77M +0.5% 81
CT
2282
Clearstead Trust
Maine
$613M -$21.8M -3% 1,052
PGAM
2283
Princeton Global Asset Management
New Jersey
$613M -$4.57M -0.7% 873
PCA
2284
Providence Capital Advisors
North Carolina
$613M +$18.3M +3% 222
1SAMC
2285
12th Street Asset Management Company
Tennessee
$611M +$4.52M +0.7% 33
DS
2286
Dudley & Shanley
Florida
$611M -$11M -2% 37
VV
2287
Verbena Value
Connecticut
$611M +$30.1M +5% 33
BSWM
2288
Boston Standard Wealth Management
Massachusetts
$611M +$5.03M +0.8% 56
CIP
2289
Convergence Investment Partners
Florida
$611M +$108M +21% 289
IA
2290
IFG Advisors
Missouri
$611M +$9.78M +2% 160
CBB
2291
Citizens Business Bank
California
$610M +$5.01M +0.8% 141
FFWA
2292
FRG Family Wealth Advisors
Washington
$610M -$33.9M -5% 166
ACM
2293
Armbruster Capital Management
New York
$610M +$14.7M +2% 137
PL
2294
Pandi LLC
Kansas
$610M -$19.9M -3% 4
SAM
2295
Strategy Asset Managers
California
$609M +$1.08M +0.2% 292
FCMC
2296
Founders Capital Management (Connecticut)
Connecticut
$608M -$65M -10% 79
AAM
2297
Austin Asset Management
Texas
$608M -$392K -0.1% 87
NFSG
2298
Newbridge Financial Services Group
Florida
$608M -$35.8M -6% 1,309
KJHP
2299
K.J. Harrison & Partners
Ontario, Canada
$608M -$144M -19% 269
MBT
2300
Montecito Bank & Trust
California
$607M -$19.9M -3% 276