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
MMLI
251
Massachusetts Mutual Life Insurance
Massachusetts
$2.17B -$257M -11% 2
RFP
252
Root Financial Partners
California
$2.16B +$227M +12% 3,561
PI
253
PFG Investments
New York
$2.15B +$23.9M +1% 1,279
GI
254
GAMMA Investing
California
$2.14B +$151M +8% 4,288
BCP
255
BSN Capital Partners
United Kingdom
$2.12B $0 0% 24
KWA
256
Kingswood Wealth Advisors
California
$2.11B +$37.8M +2% 1,013
DDPIC
257
Deroy & Devereaux Private Investment Counsel
Michigan
$2.09B +$30.8M +1% 187
TA
258
TruWealth Advisors
Louisiana
$2.08B +$36.5M +2% 194
SIS
259
Sound Income Strategies
Florida
$2.07B -$43M -2% 2,739
GIM
260
Goelzer Investment Management
Indiana
$2.07B -$88.3M -4% 302
SWA
261
Sax Wealth Advisors
New Jersey
$2.06B -$61.2M -3% 488
HHGA
262
Halbert Hargrove Global Advisors
California
$2.06B -$32.6M -2% 375
GIM
263
Generate Investment Management
New Zealand
$2.03B -$162M -7% 94
LI
264
Leeward Investments
Massachusetts
$2.03B +$51.1M +3% 147
DIA
265
Davidson Investment Advisors
Montana
$2.03B -$378M -16% 130
NIM
266
NXG Investment Management
Texas
$2.01B +$265M +15% 72
CWM
267
Cornerstone Wealth Management
Missouri
$2B +$76.6M +4% 742
SSWM
268
Smith Salley Wealth Management
North Carolina
$1.99B -$30.3M -1% 275
GXJ
269
Global X Japan
Japan
$1.95B +$631M +48% 398
NFG
270
Nations Financial Group
Iowa
$1.94B +$41.8M +2% 801
FM
271
Foster & Motley
Ohio
$1.94B +$63M +3% 405
AF
272
Advisornet Financial
Minnesota
$1.93B +$54.4M +3% 2,378
SP
273
Stairway Partners
Illinois
$1.93B -$1.17M -0.1% 18
AIP
274
ARS Investment Partners
New York
$1.92B +$213M +12% 214
GIC
275
Generali Investments CEE
Czech Republic
$1.91B +$488M +34% 462