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
FUBT
2401
First United Bank & Trust
Maryland
$308M -$5.41M -2% 414
ACM
2402
Argyle Capital Management
Pennsylvania
$308M +$8.22M +3% 140
ITB
2403
Idaho Trust Bank
Idaho
$308M +$5.69M +2% 108
CP
2404
Capital Planning
Washington
$307M -$49.4M -14% 89
TFA
2405
TPG Financial Advisors
Oregon
$307M +$7.86M +3% 82
CA
2406
Centerpoint Advisors
Massachusetts
$307M -$17.7M -5% 437
MWA
2407
Medallion Wealth Advisors
Connecticut
$306M +$8.65M +3% 1,164
LAM
2408
Lifestyle Asset Management
Texas
$306M -$1.22M -0.4% 161
GFPC
2409
Global Financial Private Client
Florida
$306M +$20.3M +7% 246
EFH
2410
Eaton Financial Holdings
Florida
$305M -$66.6M -18% 144
S
2411
Sunpointe
Missouri
$305M +$3.68M +1% 297
DFG
2412
Demars Financial Group
Washington
$304M +$4.93M +2% 108
PS
2413
Planned Solutions
California
$303M -$6.32M -2% 146
SF
2414
Slagle Financial
Illinois
$303M +$16.3M +6% 129
LKBC
2415
L.K. Benson & Company
Maryland
$302M +$103M +52% 115
NFGCM
2416
Norman Fields Gottscho Capital Management
New York
$302M -$7.8M -3% 67
OWM
2417
OneAscent Wealth Management
Alabama
$302M +$2.02M +0.7% 180
AV
2418
Aspiring Ventures
Ohio
$302M +$19.8M +7% 80
CCA
2419
Cora Capital Advisors
New Jersey
$302M +$45.3M +18% 149
GFG
2420
Greenbush Financial Group
New York
$302M +$7.96M +3% 36
WAG
2421
Wheelhouse Advisory Group
Missouri
$302M +$38.9M +15% 54
DFA
2422
DHJJ Financial Advisors
Illinois
$302M +$671K +0.2% 1,095
PWS
2423
Precision Wealth Strategies
Missouri
$301M -$7.24M -2% 187
TAFW
2424
Tred Avon Family Wealth
Maryland
$301M -$6.08M -2% 275
PP
2425
Pacifica Partners
Canada
$301M +$76.1M +34% 488