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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, 3,293 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
AIP
326
ARS Investment Partners
New York
$2.29B +$365M +19% 43% 260% 202 20.3%
TPSF
327
Texas Permanent School Fund
Texas
$2.26B -$441M -16% 4.22% 44.6% 21 76.19%
GHA
328
GW Henssler & Associates
Georgia
$2.25B +$125M +6% 6.96% 62.4% 280 21.43%
3AM
329
3EDGE Asset Management
Florida
$2.24B +$173M +8% 4.58% 44.1% 101 16.83%
NIM
330
NXG Investment Management
Texas
$2.23B +$215M +11% 13.6% 136% 80 26.25%
SIS
331
Sound Income Strategies
Florida
$2.23B +$158M +8% 8.3% 31.2% 2,595 81.73%
PCM
332
Parsons Capital Management
Rhode Island
$2.21B +$22.3M +1% 13.5% 84.9% 535 10.65%
LI
333
Leeward Investments
Massachusetts
$2.2B +$172M +8% 16.5% 91% 145 5.52%
MIHAS
334
Maj Invest Holding A/S
Denmark
$2.2B -$72.8M -3% 14.1% 92.8% 38 0%
AWM
335
Angeles Wealth Management
California
$2.19B +$352M +19% 14.9% 70.4% 661 25.11%
AF
336
Advisornet Financial
Minnesota
$2.19B +$258M +13% 11.5% 63.7% 2,385 9.85%
TCM
337
Traynor Capital Management
Pennsylvania
$2.18B +$472M +28% 42.4% 225% 400 24%
HCMT
338
Highland Capital Management (Tennessee)
Tennessee
$2.17B +$283M +15% 33.1% 142% 469 23.67%
GG
339
Greenwood Gearhart
Arkansas
$2.15B +$300M +16% 14.9% 70.6% 170 22.35%
NONA
340
Ninety One North America
New York
$2.13B -$93M -4% 6.83% 62.9% 111 14.41%
MWA
341
Midland Wealth Advisors
Illinois
$2.13B +$188M +10% 9.55% – 173 15.03%
CWP
342
Cyndeo Wealth Partners
Florida
$2.12B +$222M +12% 11.5% 83.8% 532 12.97%
SP
343
Stairway Partners
Illinois
$2.12B +$192M +10% 9.64% 43.9% 18 0%
MSR
344
Main Street Research
Connecticut
$2.12B +$400M +23% 37% 232% 161 21.12%
PSC
345
Portman Square Capital
United Kingdom
$2.11B -$486M -19% 9.66% 20% 114 29.82%
GIC
346
Generali Investments CEE
Czech Republic
$2.11B +$200M +10% 14.3% – 468 4.7%
OC
347
Oakworth Capital
Alabama
$2.1B +$213M +11% 11.5% 64.3% 973 15.31%
CFD
348
Creative Financial Designs
Indiana
$2.1B +$454M +28% 13.6% 56.2% 2,357 12.52%
NFG
349
Nations Financial Group
Iowa
$2.09B +$152M +8% 18.2% 105% 841 14.27%
RCA
350
Resonant Capital Advisors
Wisconsin
$2.09B +$189M +10% 11.4% 50.6% 579 21.59%
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