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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, 127 funds (~1%) 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
CAM
1
Congress Asset Management
Massachusetts
$16.3B +$2.3B +16% 449
EB
2
Eastern Bank
Massachusetts
$6.53B +$707M +12% 1,199
CIM
3
Confluence Investment Management
Missouri
$6.4B -$40.3M -0.6% 311
MPWT
4
MassMutual Private Wealth & Trust
Connecticut
$3.87B +$197M +5% 2,574
AWM
5
Avior Wealth Management
Nebraska
$3.8B +$278M +8% 904
SWM
6
SigFig Wealth Management
California
$3.77B +$361M +11% 147
CI
7
CX Institutional
Indiana
$3.46B +$187M +6% 1,655
CA
8
CoreCap Advisors
Michigan
$3.39B +$452M +15% 3,314
GI
9
GAMMA Investing
California
$2.69B +$545M +25% 4,297
ORIO
10
Old Republic International (ORI)
Illinois
$2.67B +$152M +6% 54
TC
11
Trilogy Capital
California
$2.56B +$319M +14% 420
SP
12
Stairway Partners
Illinois
$2.12B +$192M +10% 18
CAM
13
Cacti Asset Management
Georgia
$1.99B +$344M +21% 78
NRS
14
Neville Rodie & Shaw
New York
$1.55B +$169M +12% 254
BOF
15
Bank of Finland
Finland
$1.54B +$177M +13% 4
HIA
16
Harbor Investment Advisory
Maryland
$1.43B +$162M +13% 1,382
FFBTD
17
First Financial Bank - Trust Division
Ohio
$1.4B +$160M +13% 212
CA
18
CGN Advisors
Kansas
$1.37B +$104M +8% 329
BSB
19
Bangor Savings Bank
Maine
$1.36B +$109M +9% 568
SFGP
20
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.32B +$102M +8% 291
AHC
21
Anderson Hoagland & Co
Missouri
$1.28B +$113M +10% 143
CAM
22
Clark Asset Management
New Hampshire
$1.27B +$209M +20% 302
VCM
23
Versant Capital Management
Arizona
$1.12B +$101M +10% 2,873
TC
24
Tetrad Corporation
Nebraska
$1.05B +$45.5M +5% 3
HHAA
25
Henry H. Armstrong Associates
Pennsylvania
$1.03B +$51.2M +5% 65