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

All fund managers

Live Disclosures

Portfolio disclosures for 2026 Q2 are currently underway and will close on August 14th. As of this moment, 3,294 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
ZIC
251
ZWJ Investment Counsel
Georgia
$3.09B +$318M +11% 20.9% 115% 301 23.59%
PCM
252
Peregrine Capital Management
Minnesota
$3.08B +$382M +14% 24.7% 95% 313 17.25%
SFS
253
Sowell Financial Services
Arkansas
$3.06B +$356M +13% 17.2% 85.9% 1,245 16.47%
SOAM
254
SBI Okasan Asset Management
Japan
$3.04B +$601M +25% 6.38% – 348 15.8%
SL
255
Summitry LLC
California
$3.04B +$205M +7% 9.55% 68.1% 380 34.47%
CPC
256
Cookson Peirce & Co
Pennsylvania
$3.04B +$673M +29% 42.4% 307% 358 26.82%
SI
257
Scharf Investments
California
$3.03B -$217M -7% 4.79% 55% 84 22.62%
SIC
258
Schwartz Investment Counsel
Michigan
$3.01B +$199M +7% 18.7% 87.8% 142 11.97%
MSL
259
Mackay Shields LLC
New York
$2.99B +$257M +9% 2.88% 9.51% 116 9.48%
EWA
260
EverSource Wealth Advisors
Alabama
$2.97B -$313M -10% 16.2% 89.7% 4,582 8.47%
FI
261
Focused Investors
California
$2.96B -$113M -4% 8.5% 51.3% 24 12.5%
WG
262
Welch Group
Alabama
$2.93B +$267M +10% 15.3% 73.2% 337 9.5%
BWL
263
Bogart Wealth LLC
Virginia
$2.92B +$323M +12% 12.3% 60.5% 2,113 18.41%
LSA
264
Leonteq Securities AG
Switzerland
$2.91B +$208M +8% 40.6% 74.7% 1,400 17.93%
JC
265
JB Capital
Connecticut
$2.89B +$413M +17% 16.4% 76% 297 18.52%
WPW
266
Waldron Private Wealth
Pennsylvania
$2.89B +$324M +13% 14.4% 68.7% 366 10.93%
CPCPP
267
Canada Post Corporation Pension Plan
Canada
$2.87B +$354M +14% 23.7% – 497 1.81%
FMC
268
First Merchants Corp
Indiana
$2.84B +$211M +8% 9.21% 49.9% 374 7.49%
PAI
269
Pittenger & Anderson Inc
Nebraska
$2.79B +$281M +11% 14.6% 63.4% 575 21.04%
EPM
270
Elm Partners Management
Pennsylvania
$2.79B +$479M +21% 10.4% 48% 172 14.53%
SAM
271
Securian Asset Management
Minnesota
$2.78B +$257M +10% 17.8% 104% 943 3.71%
CCM
272
Chickasaw Capital Management
Tennessee
$2.78B -$48.5M -2% 1.11% 94% 100 8%
DJSG
273
D.J. St. Germain
Massachusetts
$2.78B +$252M +10% 12.9% 65.3% 958 10.02%
HCM
274
Howland Capital Management
Massachusetts
$2.77B +$242M +10% 9.56% 72% 283 9.19%
JHP
275
James Hambro & Partners
United Kingdom
$2.76B +$214M +8% 13.5% 79.2% 72 26.39%
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