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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, 2,367 funds (~27%) 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
RT
201
Rockland Trust
Massachusetts
$2.55B +$51.7M +2% 6.03% 51% 330 10.61%
AIM
202
Acropolis Investment Management
Missouri
$2.54B +$272M +12% 11.2% 47.6% 400 8%
BHIA
203
Birch Hill Investment Advisors
Massachusetts
$2.47B +$241M +11% 14.2% 73.7% 214 10.28%
SWA
204
Sax Wealth Advisors
New Jersey
$2.46B +$395M +19% 11.3% 57.2% 563 19.01%
DIA
205
Davidson Investment Advisors
Montana
$2.45B +$129M +6% 11.9% 69.5% 130 8.46%
NFA
206
Nationwide Fund Advisors
Ohio
$2.42B +$135M +6% 11.4% 28.3% 9 11.11%
ET
207
Equitable Trust
Tennessee
$2.4B +$230M +11% 14.5% 94.7% 507 19.53%
DACS
208
Dymon Asia Capital (Singapore)
Singapore
$2.39B +$1.42B +145% 53.5% 268% 336 61.61%
CWM
209
Cornerstone Wealth Management
Missouri
$2.33B +$328M +16% 14.3% 69.8% 779 12.97%
PA
210
Procyon Advisors
Connecticut
$2.32B +$277M +14% 17.6% 84.2% 663 22.62%
AI
211
Accredited Investors
Minnesota
$2.31B +$459M +25% 21.7% 74% 312 14.1%
HHGA
212
Halbert Hargrove Global Advisors
California
$2.31B +$240M +12% 12.7% 60.8% 749 48.87%
EFP
213
Elser Financial Planning
Indiana
$2.31B +$246M +12% 13.7% – 142 19.72%
SSWM
214
Smith Salley Wealth Management
North Carolina
$2.3B +$313M +16% 23.5% 106% 288 11.81%
GIM
215
Goelzer Investment Management
Indiana
$2.29B +$227M +11% 18.5% 98.9% 331 15.41%
AIP
216
ARS Investment Partners
New York
$2.29B +$365M +19% 43% 260% 202 20.3%
TPSF
217
Texas Permanent School Fund
Texas
$2.26B -$441M -16% 4.22% 44.6% 21 76.19%
SIS
218
Sound Income Strategies
Florida
$2.23B +$158M +8% 8.3% 31.2% 2,595 81.73%
MIHAS
219
Maj Invest Holding A/S
Denmark
$2.2B -$72.8M -3% 14.1% 92.8% 38 0%
AF
220
Advisornet Financial
Minnesota
$2.19B +$258M +13% 11.5% 63.7% 2,385 9.85%
TCM
221
Traynor Capital Management
Pennsylvania
$2.18B +$472M +28% 42.4% 225% 400 24%
HCMT
222
Highland Capital Management (Tennessee)
Tennessee
$2.17B +$283M +15% 33.1% 142% 469 23.67%
NONA
223
Ninety One North America
New York
$2.13B -$93M -4% 6.83% 62.9% 111 14.41%
CWP
224
Cyndeo Wealth Partners
Florida
$2.12B +$222M +12% 11.5% 83.8% 532 12.97%
SP
225
Stairway Partners
Illinois
$2.12B +$192M +10% 9.64% 43.9% 18 0%
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