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
HIMC
276
Heritage Investors Management Corp
Maryland
$3.29B -$138M -4% 255
PNC
277
Park National Corp
Ohio
$3.28B +$75.4M +2% 411
CI
278
CX Institutional
Indiana
$3.28B -$74.7M -2% 1,687
MWM
279
Moran Wealth Management
Florida
$3.27B +$4.12M +0.1% 571
MMI
280
Matson Money Inc
Ohio
$3.26B +$96.3M +3% 9
NMERB
281
New Mexico Educational Retirement Board
New Mexico
$3.25B -$98.2M -3% 916
SI
282
Scharf Investments
California
$3.24B -$478M -13% 80
RPGK
283
Retirement Planning Group (Kansas)
Kansas
$3.23B +$183M +6% 510
EWA
284
Exencial Wealth Advisors
Oklahoma
$3.22B +$59.5M +2% 600
MHC
285
Meyer Handelman Company
New York
$3.22B +$22.8M +0.7% 226
SYBT
286
Stock Yards Bank & Trust
Kentucky
$3.21B -$52.8M -2% 413
NAM
287
NorthCrest Asset Manangement
Minnesota
$3.21B -$1.27B -28% 880
BIG
288
Brooklyn Investment Group
New York
$3.2B +$1.03B +48% 2,041
BC
289
Burney Company
Virginia
$3.2B -$9.16M -0.3% 665
SW
290
SteelPeak Wealth
California
$3.19B +$149M +5% 604
MPW
291
MASECO Private Wealth
$3.19B +$892M +39% 598
DAS
292
Dynamic Advisor Solutions
Arizona
$3.17B +$56M +2% 1,000
EA
293
Emerald Advisers
Pennsylvania
$3.16B -$85.6M -3% 263
HIMCH
294
Hartford Investment Management Co (HIMCO)
Connecticut
$3.16B -$185M -6% 504
LT
295
Lindsell Train
United Kingdom
$3.14B -$807M -20% 28
AWM
296
Axxcess Wealth Management
California
$3.12B -$2.49B -44% 1,066
KF
297
Krilogy Financial
Missouri
$3.1B +$164M +6% 1,063
WPC
298
Wedmont Private Capital
Pennsylvania
$3.1B +$223M +8% 892
CK
299
Cohen Klingenstein
New York
$3.09B -$201M -6% 209
DCM
300
Donaldson Capital Management
Indiana
$3.09B -$58.7M -2% 244