Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Live Disclosures

Portfolio disclosures for 2026 Q1 are currently underway and will close on May 15th. As of this moment, 2,851 funds (~33%) 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
JC
226
JB Capital
Connecticut
$2.48B +$26.2M +1% 279
BW
227
BIP Wealth
Georgia
$2.46B -$375M -13% 508
SOAM
228
SBI Okasan Asset Management
Japan
$2.44B +$625M +34% 348
GIA
229
GHP Investment Advisors
Colorado
$2.43B -$1.02M -0% 1,462
BBA
230
BLB&B Advisors
Pennsylvania
$2.42B +$28.6M +1% 283
NIM
231
Northeast Investment Management
Massachusetts
$2.42B -$142M -6% 194
BIAS
232
Beacon Investment Advisory Services
New Jersey
$2.41B -$43.7M -2% 788
RAM
233
RWC Asset Management
United Kingdom
$2.4B +$364M +18% 188
CTA
234
Chesley Taft & Associates
Illinois
$2.39B -$142M -6% 394
BJL
235
Brighton Jones LLC
Washington
$2.37B -$338M -12% 55
BB
236
Bell Bank
North Dakota
$2.36B +$18.5M +0.8% 203
G
237
GenTrust
Florida
$2.34B +$27.2M +1% 324
NO
238
Ninety One
South Africa
$2.33B +$11.8M +0.5% 116
LFM
239
LGT Fund Management
Liechtenstein
$2.3B +$1.04B +82% 276
RA
240
RPOA Advisors
Texas
$2.29B -$1.66B -42% 6
NFA
241
Nationwide Fund Advisors
Ohio
$2.28B -$50.2M -2% 10
FHA
242
Flagship Harbor Advisors
Massachusetts
$2.27B +$155M +7% 2,316
AIM
243
Acropolis Investment Management
Missouri
$2.26B +$39.8M +2% 390
BGDI
244
BW Gestao de Investimentos
Brazil
$2.25B -$589M -21% 320
TC
245
Trilogy Capital
California
$2.25B +$8.44M +0.4% 402
NONA
246
Ninety One North America
New York
$2.23B -$239M -10% 110
VWM
247
Venturi Wealth Management
Texas
$2.22B -$32.6M -1% 673
BOI
248
Bank of Italy
Italy
$2.21B -$89.4M -4% 8
PCM
249
Parsons Capital Management
Rhode Island
$2.19B +$368M +20% 499
OWP
250
Obermeyer Wealth Partners
Colorado
$2.17B -$16.7M -0.8% 310