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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
ATPW
176
Ashton Thomas Private Wealth
Arizona
$4.79B +$570M +13% 14.9% 77.5% 1,665 14.65%
PTC
177
Provident Trust Company
Wisconsin
$4.77B -$11.7M -0.2% 10.8% 84.1% 24 16.67%
LPPI
178
Local Pensions Partnership Investment
United Kingdom
$4.77B +$137M +3% 23.2% 34 11.76%
VFA
179
Valeo Financial Advisors
Indiana
$4.74B +$554M +13% 15.4% 75.9% 893 21.61%
LIM
180
Lingotto Investment Management
United Kingdom
$4.67B -$399M -8% 13% 388% 41 36.59%
BT
181
Banque Transatlantique
France
$4.66B +$484M +12% 21.3% 519 19.65%
GC
182
Grimes & Company
Massachusetts
$4.62B +$1.01B +28% 18.6% 66.2% 475 14.32%
AT
183
Arbejdsmarkedets Tillaegspension
$4.6B +$578M +14% 9.95% 187 21.93%
CCA
184
Conestoga Capital Advisors
Pennsylvania
$4.6B -$410M -8% 17.6% 47.8% 126 23.02%
AF
185
Avanza Fonder
Sweden
$4.59B +$979M +27% 27.4% 494 9.31%
CSP
186
Cary Street Partners
Virginia
$4.58B +$540M +13% 13.4% 1,124 15.84%
MR
187
Munich Reinsurance
$4.57B +$505M +12% 18.8% 210 38.57%
CGI
188
Comgest Global Investors
France
$4.55B -$41M -0.9% 10.5% 60.2% 58 15.52%
DACG
189
Donor Advised Charitable Giving
California
$4.49B +$572M +15% 14.8% 365% 32 0%
WA
190
WestEnd Advisors
North Carolina
$4.49B +$344M +8% 12.8% 59.9% 446 20.85%
WSFS
191
Wilmington Savings Fund Society
Delaware
$4.48B +$286M +7% 13.7% 1,563 13.82%
HCM
192
Hamlin Capital Management
New York
$4.45B +$305M +7% 13.1% 71.6% 31 6.45%
AOI
193
Auto-Owners Insurance
Michigan
$4.43B -$347M -7% 15.3% 76.5% 107 12.15%
PTPFOECYE
194
PBU - The Pension Fund of Early Childhood & Youth Educators
$4.42B -$2.23B -33% 26.6% 194 38.14%
SS
195
SBI Securities
Japan
$4.4B +$748M +21% 47.7% 4,249 9.13%
RP
196
Reinhart Partners
Wisconsin
$4.38B +$901M +26% 35.2% 112% 75 10.67%
ZCI
197
Zevenbergen Capital Investments
Washington
$4.38B +$900M +26% 52.4% 239% 119 15.97%
CCM
198
Channing Capital Management
Illinois
$4.34B +$438M +11% 15% 81.1% 121 23.14%
CMC
199
Catterton Management Company
Connecticut
$4.33B +$722M +20% 20% 9.46% 3 0%
AIIMS
200
Analyst IMS Investment Management Services
Israel
$4.3B +$1B +30% 28% 99.4% 170 25.88%