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, 4,833 funds (~55%) 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
BBNB
2276
Baker Boyer National Bank
Washington
$333M +$1.58M +0.5% 97
HAC
2277
Harbor Advisory Corp
New Hampshire
$333M +$2.2M +0.7% 82
MCG
2278
McCollum Christoferson Group
New York
$333M -$12.9M -4% 83
MS
2279
Madden Securities
Texas
$333M +$4.55M +1% 127
SBF
2280
Sara-Bay Financial
Florida
$333M -$1.86M -0.6% 91
AB
2281
Atlas Brown
Kentucky
$332M -$4.2M -1% 235
SCP
2282
Silverleafe Capital Partners
Tennessee
$332M -$4.54M -1% 125
3F
2283
360 Financial
Minnesota
$332M +$909K +0.3% 87
PCA
2284
PL Capital Advisors
Florida
$332M +$14.4M +5% 31
GSCM
2285
Greenfield Seitz Capital Management
Texas
$332M +$26.8M +9% 117
SFG
2286
Snider Financial Group
Washington
$331M -$43.8M -12% 117
FP
2287
Fiduciary Planning
Florida
$331M +$1.61M +0.5% 80
ICP
2288
Impact Capital Partners
Colorado
$331M -$6.64M -2% 290
PWM
2289
Provident Wealth Management
Tennessee
$331M -$7.01M -2% 140
APWM
2290
Argonautica Private Wealth Management
Massachusetts
$331M -$10.1M -3% 193
HP
2291
HT Partners
Connecticut
$330M -$6.1M -2% 57
NCM
2292
Next Capital Management
New York
$330M +$17.8M +6% 151
QFA
2293
Quattro Financial Advisors
Texas
$330M -$4.81M -1% 94
GWMT
2294
Guardian Wealth Management (Tennessee)
Tennessee
$330M +$14.2M +5% 30
AP
2295
Anchyra Partners
Georgia
$330M +$3.48M +1% 287
BPWM
2296
BCS Private Wealth Management
New Jersey
$329M +$36.4M +12% 203
C1AG
2297
Client 1st Advisory Group
Florida
$329M +$9.78M +3% 150
SM
2298
Sensible Money
Arizona
$329M +$15.6M +5% 90
CWA
2299
CJM Wealth Advisers
Virginia
$328M -$6M -2% 76
FS
2300
Ferguson Shapiro
Georgia
$328M +$3.32M +1% 103