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
RFG
2451
Range Financial Group
Oregon
$298M +$8.97M +3% 216
AWM
2452
Act Wealth Management
Texas
$298M -$7.91M -3% 66
ATC
2453
Adirondack Trust Company
New York
$298M -$6.4M -2% 576
TCP
2454
TMB Capital Partners
Arkansas
$297M +$4.98M +2% 182
FFS
2455
Fischer Financial Services
Pennsylvania
$297M -$80.6M -21% 65
PMIM
2456
Prudent Man Investment Management
Colorado
$297M -$118K -0% 169
NRC
2457
New Republic Capital
North Carolina
$297M -$78.1M -21% 386
JCM
2458
Jacobsen Capital Management
Utah
$296M -$10M -3% 134
RLIM
2459
Red Lighthouse Investment Management
New York
$296M +$16.7M +6% 117
FBT
2460
First Bankers Trust
Kentucky
$296M -$1.44M -0.5% 152
VWM
2461
Vigilare Wealth Management
Arizona
$296M -$1.36M -0.5% 132
RSA
2462
River Street Advisors
Illinois
$296M +$29.1M +11% 186
TF
2463
Tandem Financial
Colorado
$296M +$213M +257% 102
CFGA
2464
Cambridge Financial Group (Arizona)
Arizona
$295M +$7.71M +3% 181
RHP
2465
Royal Harbor Partners
Texas
$295M -$7.16M -2% 61
MSWM
2466
Master's Wealth Management
Pennsylvania
$295M +$17.2M +6% 86
KNFPWM
2467
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$295M +$6.32M +2% 86
MFC
2468
Morris Financial Concepts
South Carolina
$295M +$9.02M +3% 199
PC
2469
Permit Capital
Pennsylvania
$294M -$27M -8% 19
BIC
2470
B&I Capital
Switzerland
$294M +$12.9M +5% 28
DMBA
2471
Deseret Mutual Benefit Administrators
Utah
$294M +$59.2M +25% 512
MEPT
2472
Missouri Education Pension Trust
Missouri
$294M -$55.9M -16% 2
HAG
2473
HF Advisory Group
Maryland
$293M +$6.81M +2% 175
CWA
2474
Consilium Wealth Advisory
Texas
$293M +$22.2M +8% 109
MIM
2475
Montgomery Investment Management
Maryland
$293M +$15.2M +5% 104