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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, 3,357 funds (~38%) 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
GAM
151
Guinness Asset Management
United Kingdom
$5.91B +$111M +2% 15.5% 73.9% 145 4.83%
SCM
152
Sterling Capital Management
North Carolina
$5.9B +$620M +12% 17.5% 3,465 12.29%
AAS
153
Annex Advisory Services
Wisconsin
$5.86B +$522M +10% 11.3% 77.9% 401 17.71%
MSRPS
154
Maryland State Retirement & Pension System
Maryland
$5.84B +$916M +19% 18.5% 115% 1,458 9.67%
JWCA
155
J.W. Cole Advisors
Florida
$5.83B +$2.86B +97% 17.9% 84.9% 1,637 54.73%
CTB
156
Country Trust Bank
Illinois
$5.71B +$452M +9% 15.8% 76.2% 663 19%
ECM
157
Evergreen Capital Management
Washington
$5.7B +$1.09B +24% 13% 77.2% 1,689 19.95%
SEIA
158
Signature Estate & Investment Advisors
California
$5.56B +$620M +13% 14.5% 73.1% 709 14.53%
IA
159
IFP Advisors
Florida
$5.54B +$715M +15% 15.9% 73.2% 5,339 9.98%
GAM
160
Generali Asset Management
Italy
$5.53B +$738M +15% 22.3% 541 13.31%
IFG
161
Independent Financial Group
California
$5.35B +$890M +20% 28.6% 138% 1,653 18.81%
WTC
162
WhitTier Trust Company
Nevada
$5.35B +$474M +10% 17.2% 96.9% 1,482 8.77%
BAAM
163
Baker Avenue Asset Management
California
$5.28B +$859M +19% 23.5% 95.6% 867 19.03%
MRC
164
Millburn Ridgefield Corp
New York
$5.28B +$634M +14% 13.4% 53.2% 39 0%
WAP
165
Wealthcare Advisory Partners
Pennsylvania
$5.27B +$132M +3% 13.1% 60.4% 1,165 14.85%
OWM
166
Orgel Wealth Management
Wisconsin
$5.27B +$631M +14% 11% 36.6% 115 19.13%
FAMI
167
Fideuram Asset Management (Ireland)
$5.26B +$4.48B +569% 23.4% 756 42.99%
CG
168
Caprock Group
Idaho
$5.22B +$1.1B +27% 24.6% 1,341 25.28%
CCM
169
Context Capital Management
California
$5.15B +$821M +19% 0.8% 3.38% 457 20.79%
BPCE
170
Bank Pictet & Cie (Europe)
Germany
$5.12B +$430M +9% 17.2% 99.4% 222 12.16%
YIH
171
Y-Intercept (HK)
Hong Kong
$5.05B -$222M -4% 10.5% 34.4% 2,278 61.85%
ONB
172
Old National Bancorp
Indiana
$5.02B -$944M -16% 14.7% 76.6% 695 21.58%
CPIG
173
Chicago Partners Investment Group
Illinois
$5B +$522M +12% 15.7% 75.8% 1,703 19.32%
G
174
Glencore
Switzerland
$4.87B -$1.05B -18% 17.6% 2 0%
FAM
175
Fenimore Asset Management
New York
$4.83B +$346M +8% 11.1% 53.8% 98 12.24%