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, 3,958 funds (~45%) 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
ANTB
226
AMG National Trust Bank
Colorado
$4.61B +$363M +9% 493
CPIG
227
Chicago Partners Investment Group
Illinois
$4.47B +$417M +10% 1,507
NHC
228
Nicholas Hoffman & Company
Georgia
$4.33B +$20.5M +0.5% 341
GWM
229
Geneos Wealth Management
Colorado
$4.31B +$222M +5% 2,575
MYIA
230
Mount Yale Investment Advisors
Colorado
$4.21B +$2.13B +102% 1,128
WSFS
231
Wilmington Savings Fund Society
Delaware
$4.2B -$66M -2% 1,495
HCM
232
Hamlin Capital Management
New York
$4.14B -$27.9M -0.7% 31
WA
233
WestEnd Advisors
North Carolina
$4.14B -$152M -4% 399
RP
234
Riverbridge Partners
Minnesota
$4.09B -$1.25B -23% 206
MR
235
Munich Reinsurance
$4.07B -$44.5M -1% 229
CSP
236
Cary Street Partners
Virginia
$4.04B -$1.43M -0% 1,042
JSW
237
Journey Strategic Wealth
New Jersey
$4.03B +$224M +6% 890
AT
238
Arbejdsmarkedets Tillaegspension
$4.02B +$94.5M +2% 193
USCWA
239
U.S. Capital Wealth Advisors
Texas
$3.98B +$148M +4% 1,081
DACG
240
Donor Advised Charitable Giving
California
$3.92B -$535M -12% 43
QWP
241
Quotient Wealth Partners
Texas
$3.8B +$42.2M +1% 399
EOJOAM
242
E. Ohman J:or Asset Management
Sweden
$3.78B -$512M -12% 499
ABC
243
Associated Banc-Corp
Wisconsin
$3.78B -$129M -3% 349
CCMIC
244
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$3.71B -$743M -17% 73
CC
245
Chicago Capital
Illinois
$3.71B -$340M -8% 372
BB
246
Busey Bank
Illinois
$3.68B -$110M -3% 401
HIM
247
Hillsdale Investment Management
Ontario, Canada
$3.68B +$51.6M +1% 782
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$3.67B -$213M -5% 2,563
MHI
249
Miller Howard Investments
New York
$3.66B +$345M +10% 152
SS
250
SBI Securities
Japan
$3.65B -$241M -6% 4,218