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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Live Disclosures

Portfolio disclosures for 2026 Q2 are currently underway and will close on August 14th. As of this moment, 3,295 funds (~37%) 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
IIM
226
Intact Investment Management
Quebec, Canada
$3.52B +$10.1M +0.3% 7.86% 73.7% 287 33.1%
HIMCH
227
Hartford Investment Management Co (HIMCO)
Connecticut
$3.52B +$362M +11% 26.6% 132% 503 2.98%
FFM
228
Fisher Funds Management
New Zealand
$3.52B +$105M +3% 15.7% 176 5.11%
RA
229
RPOA Advisors
Texas
$3.51B +$1.23B +54% 8.74% 7 14.29%
HWAM
230
Hennion & Walsh Asset Management
New Jersey
$3.5B +$531M +18% 21.4% 93.9% 1,018 15.03%
CWS
231
Confluence Wealth Services
Pennsylvania
$3.5B +$918M +36% 10.7% 64.5% 478 24.06%
CK
232
Cohen Klingenstein
New York
$3.49B +$403M +13% 16.5% 87.7% 209 2.87%
NBS
233
Narodna banka Slovenska
$3.49B +$489M +16% 13.7% 3 0%
CI
234
CX Institutional
Indiana
$3.46B +$187M +6% 12.8% 56.8% 1,655 11.78%
MC
235
Metropolis Capital
United Kingdom
$3.45B +$487M +16% 4.21% 54.4% 16 0%
CA
236
CoreCap Advisors
Michigan
$3.39B +$453M +15% 18.8% 83.5% 3,313 15.88%
KF
237
Krilogy Financial
Missouri
$3.38B +$278M +9% 17.4% 71.9% 1,151 21.72%
FISPB
238
Fideuram - Intesa Sanpaolo Private Banking
$3.33B +$486M +17% 26.3% 521 25.72%
SWM
239
Spire Wealth Management
Virginia
$3.31B +$380M +13% 23% 101% 2,396 13.31%
CAMG
240
CWA Asset Management Group
Florida
$3.28B +$335M +11% 11.8% 776 19.97%
ADEF
241
Adams Diversified Equity Fund
Maryland
$3.27B +$436M +15% 28.6% 150% 117 27.35%
FB
242
Fulton Bank
Pennsylvania
$3.27B +$436M +15% 11% 44.5% 722 13.02%
FFN
243
Focus Financial Network
Minnesota
$3.23B +$441M +16% 18.8% 95.5% 798 12.91%
CI
244
Constellation Investments
Ohio
$3.18B +$172M +6% 11.2% 19 0%
ACM
245
Argent Capital Management
Missouri
$3.17B -$3.42M -0.1% 24.7% 110% 193 31.09%
CF
246
Covea Finance
France
$3.17B +$308M +11% 21.2% 115% 163 16.56%
GIA
247
Gladstone Institutional Advisory
Florida
$3.16B +$464M +17% 17.3% 85.6% 932 15.34%
SI
248
Sprott Inc
Ontario, Canada
$3.15B -$283M -8% 12.4% 203% 287 23.34%
EAM
249
EULAV Asset Management
Florida
$3.13B +$8.09M +0.3% 21.6% 90.7% 163 25.15%
HAI
250
Hennessy Advisors Inc
California
$3.13B +$360M +13% 21.2% 206% 366 35.25%