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
IAN
276
Integrated Advisors Network
Texas
$1.91B -$353M -16% 795
CWP
277
Cyndeo Wealth Partners
Florida
$1.9B +$45.9M +2% 521
TA
278
Tectonic Advisors
Texas
$1.89B -$4.88M -0.3% 330
OPCM
279
Osborne Partners Capital Management
California
$1.89B -$50.4M -3% 207
HCMT
280
Highland Capital Management (Tennessee)
Tennessee
$1.89B -$119M -6% 464
OC
281
Oakworth Capital
Alabama
$1.89B +$57M +3% 894
TWA
282
TCI Wealth Advisors
Arizona
$1.88B +$69.2M +4% 269
EPW
283
Evolve Private Wealth
California
$1.87B +$184M +11% 1,068
EAM
284
Evanson Asset Management
California
$1.86B +$9.62M +0.5% 335
OFS
285
OneAscent Financial Services
Alabama
$1.85B +$761M +70% 613
CTI
286
Community Trust & Investment
Kentucky
$1.84B -$50.1M -3% 151
CAM
287
Cidel Asset Management
Ontario, Canada
$1.83B +$419M +30% 441
ST
288
Spinnaker Trust
Maine
$1.81B -$61.1M -3% 300
CC
289
Courier Capital
New York
$1.79B +$8.19M +0.5% 405
JWA
290
JFS Wealth Advisors
Pennsylvania
$1.79B +$12.3M +0.7% 1,965
BFG
291
Berger Financial Group
Minnesota
$1.78B +$59.6M +3% 484
EFS
292
Essex Financial Services
Connecticut
$1.78B +$24.7M +1% 841
MLL
293
Moody Lynn & Lieberson
Massachusetts
$1.78B -$105M -6% 273
PFGIA
294
Patriot Financial Group Insurance Agency
Massachusetts
$1.77B +$934M +111% 718
AP
295
Atwood & Palmer
Missouri
$1.77B +$12.4M +0.7% 564
FFS
296
Founders Financial Securities
Maryland
$1.77B +$74.5M +4% 604
EK
297
Evensky & Katz
Florida
$1.76B -$14.3M -0.8% 72
PCA
298
Prosperity Capital Advisors
Ohio
$1.76B +$85.4M +5% 427
SP
299
Symmetry Partners
Connecticut
$1.75B +$60.6M +4% 227
FVWA
300
Foster Victor Wealth Advisors
South Carolina
$1.75B +$33.2M +2% 254