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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
WB
201
WesBanco Bank
West Virginia
$4.02B +$408M +11% 17.9% 87.2% 734 16.08%
SCTC
202
Sanibel Captiva Trust Company
Florida
$4.02B +$446M +12% 19.8% 471 9.55%
APP
203
Avantax Planning Partners
Iowa
$4.02B +$375M +10% 11% 51% 477 13.63%
AIM
204
Achmea Investment Management
Netherlands
$4B +$208M +5% 17.7% 114% 121 15.7%
CS
205
CapitalatWork SA
$3.99B +$629M +19% 22.8% 94 4.26%
NMERB
206
New Mexico Educational Retirement Board
New Mexico
$3.98B +$727M +22% 25.5% 126% 927 4.21%
NAM
207
NorthCrest Asset Manangement
Minnesota
$3.89B +$682M +21% 22.1% 120% 977 26.31%
WS
208
Wedbush Securities
California
$3.88B +$446M +13% 19.8% 99.9% 1,379 15.37%
MPWT
209
MassMutual Private Wealth & Trust
Connecticut
$3.87B +$197M +5% 13.4% 77.9% 2,555 10.41%
SW
210
SteelPeak Wealth
California
$3.86B +$588M +18% 31.5% 126% 713 25.95%
AWM
211
Avior Wealth Management
Nebraska
$3.8B +$278M +8% 14.6% 66% 904 21.68%
HAM
212
Hyperion Asset Management
Australia
$3.77B +$636M +20% 20.9% 138% 21 19.05%
SWM
213
SigFig Wealth Management
California
$3.77B +$361M +11% 9.44% 43.3% 147 8.84%
FG
214
Foster Group
Iowa
$3.76B +$403M +12% 11.4% 50.2% 333 19.22%
BC
215
Burney Company
Virginia
$3.71B +$510M +16% 21.1% 122% 653 18.84%
AC
216
Addenda Capital
Quebec, Canada
$3.68B +$128M +4% 9.09% 86% 131 3.82%
WPC
217
Wedmont Private Capital
Pennsylvania
$3.65B +$545M +18% 14.4% 78.4% 984 18.09%
CC
218
Carrhae Capital
United Kingdom
$3.62B +$285M +9% 6.03% 159% 38 47.37%
AWE
219
Avidian Wealth Enterprises
Texas
$3.62B +$455M +14% 13.2% 63.7% 769 15.99%
VVP
220
Venture Visionary Partners
Ohio
$3.6B +$595M +20% 17.2% 86.3% 789 23.45%
MMI
221
Matson Money Inc
Ohio
$3.59B +$330M +10% 9.62% 34.2% 9 0%
RP
222
Riverbridge Partners
Minnesota
$3.58B -$505M -12% 9.93% 40.4% 209 13.4%
FTWA
223
Fifth Third Wealth Advisors
Ohio
$3.58B +$618M +21% 20.5% 102% 1,024 23.83%
PNC
224
Park National Corp
Ohio
$3.57B +$289M +9% 13.3% 80.6% 398 13.07%
DAS
225
Dynamic Advisor Solutions
Arizona
$3.53B +$356M +11% 12.8% 64% 1,096 16.79%