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
FI
301
Focused Investors
California
$3.08B -$66M -2% 22
AIM
302
ARGA Investment Management
Connecticut
$3.05B -$622M -17% 127
JIC
303
Joel Isaacson & Co
New York
$3.02B -$12.5M -0.4% 476
CI
304
Constellation Investments
Ohio
$3.01B -$227M -7% 20
Members Trust
305
Members Trust
Florida
$3.01B -$56.2M -2% 160
CI
306
Conning Inc
Connecticut
$3.01B +$22.3M +0.7% 352
BSA
307
Braun Stacey Associates
New York
$3.01B -$77.5M -3% 119
JWCA
308
J.W. Cole Advisors
Florida
$2.96B -$1.16B -28% 1,550
MC
309
Metropolis Capital
United Kingdom
$2.96B -$169M -5% 17
WT
310
Washington Trust
Rhode Island
$2.96B -$101M -3% 293
FTWA
311
Fifth Third Wealth Advisors
Ohio
$2.96B +$107M +4% 881
CA
312
CoreCap Advisors
Michigan
$2.94B +$75.1M +3% 3,137
BCF
313
BLS Capital Fondsmaeglerselskab
Denmark
$2.94B -$13M -0.4% 13
SWM
314
Spire Wealth Management
Virginia
$2.93B -$55.1M -2% 2,434
CAMG
315
CWA Asset Management Group
Florida
$2.92B +$144M +5% 723
CWM
316
Calamos Wealth Management
Illinois
$2.9B +$8.35M +0.3% 593
CF
317
Covea Finance
France
$2.86B -$178M -6% 153
YC
318
Yarbrough Capital
Tennessee
$2.85B -$359M -11% 159
FISPB
319
Fideuram - Intesa Sanpaolo Private Banking
$2.85B +$64.2M +2% 517
ADEF
320
Adams Diversified Equity Fund
Maryland
$2.84B -$170M -6% 115
FB
321
Fulton Bank
Pennsylvania
$2.84B -$56.9M -2% 696
CCM
322
Chickasaw Capital Management
Tennessee
$2.83B +$402M +17% 101
SIC
323
Schwartz Investment Counsel
Michigan
$2.82B -$46.2M -2% 139
HP
324
Hosking Partners
United Kingdom
$2.79B -$152M -5% 117
FFN
325
Focus Financial Network
Minnesota
$2.79B -$83.1M -3% 779