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
APP
251
Avantax Planning Partners
Iowa
$3.64B +$67.2M +2% 467
FMII
252
Farmers & Merchants Investments Inc
Nebraska
$3.62B +$5.21M +0.1% 1,788
AF
253
Avanza Fonder
Sweden
$3.61B -$328M -8% 513
GC
254
Grimes & Company
Massachusetts
$3.61B -$572M -14% 479
WB
255
WesBanco Bank
West Virginia
$3.61B -$18.8M -0.5% 721
CMC
256
Catterton Management Company
Connecticut
$3.61B -$1.23B -25% 3
SPC
257
Sigma Planning Corp
Michigan
$3.6B -$22.5M -0.6% 1,419
RSWM
258
Robertson Stephens Wealth Management
California
$3.57B +$21M +0.6% 670
AC
259
Addenda Capital
Quebec, Canada
$3.55B +$143M +4% 133
AWM
260
Avior Wealth Management
Nebraska
$3.53B +$317M +10% 866
TYCC
261
Texas Yale Capital Corp
Florida
$3.52B +$225M +7% 519
PL
262
Plancorp LLC
Missouri
$3.52B +$209M +6% 396
RP
263
Reinhart Partners
Wisconsin
$3.48B +$140M +4% 77
ZCI
264
Zevenbergen Capital Investments
Washington
$3.48B -$1.02B -23% 115
LNC
265
Lincoln National Corp
Pennsylvania
$3.45B +$33.2M +1% 20
RBA
266
Richard Bernstein Advisors
New York
$3.45B +$44M +1% 255
PWP
267
Perfromance Wealth Partners
Illinois
$3.45B -$242M -7% 217
WS
268
Wedbush Securities
California
$3.43B +$1.73M +0.1% 1,305
FFM
269
Fisher Funds Management
New Zealand
$3.41B -$461M -12% 171
SWM
270
SigFig Wealth Management
California
$3.41B +$56.1M +2% 148
SIC
271
Salem Investment Counselors
North Carolina
$3.41B -$133M -4% 1,241
OCBCO
272
Oversea-Chinese Banking Corp (OCBC)
Singapore
$3.4B -$220M -6% 368
FG
273
Foster Group
Iowa
$3.36B +$52M +2% 319
KCM
274
Kedalion Capital Management
United Kingdom
$3.35B -$724M -18% 4
AIIMS
275
Analyst IMS Investment Management Services
Israel
$3.3B -$129M -4% 147