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
KCM
326
Kathmere Capital Management
Pennsylvania
$1.61B +$130M +9% 659
Koshinski Asset Management
327
Koshinski Asset Management
Illinois
$1.6B +$51.1M +3% 766
MJRIC
328
Mogy Joel R Investment Counsel
California
$1.6B -$246M -13% 116
FAB
329
First American Bank
Illinois
$1.59B -$56.7M -3% 192
LDB
330
Lee, Danner & Bass
Tennessee
$1.59B +$197M +14% 253
SGAM
331
Stephens Group Asset Management
Arkansas
$1.57B +$71.4M +5% 26
AAM
332
AMI Asset Management
California
$1.57B -$198M -11% 103
PIMG
333
Patriot Investment Management Group
Tennessee
$1.57B -$11.7M -0.7% 245
BFIM
334
Beese Fulmer Investment Management
Ohio
$1.56B +$24M +2% 482
1WM
335
1900 Wealth Management
Texas
$1.56B -$1.64M -0.1% 265
CWG
336
Cornerstone Wealth Group
North Carolina
$1.55B +$87.6M +6% 466
AFG
337
Albion Financial Group
Utah
$1.55B -$56.9M -4% 785
BRWA
338
B. Riley Wealth Advisors
Florida
$1.55B -$568M -27% 1,018
FTS
339
Fifth Third Securities
Ohio
$1.55B +$16.3M +1% 352
CST
340
Charles Schwab Trust
Nevada
$1.54B +$20.7M +1% 187
SIA
341
Soltis Investment Advisors
Utah
$1.54B +$20.8M +1% 587
FBB
342
Fulton Breakefield Broenniman
Maryland
$1.53B -$51.4M -3% 215
HR
343
Howe & Rusling
New York
$1.53B +$20.7M +1% 520
FMLI
344
Fukoku Mutual Life Insurance
Japan
$1.53B +$3.78M +0.2% 257
NB
345
NBT Bank
New York
$1.53B -$22.4M -1% 1,091
SW
346
SVB Wealth
Massachusetts
$1.52B -$178M -10% 412
PP
347
PDS Planning
Ohio
$1.52B +$19.1M +1% 596
HCMG
348
Howard Capital Management Group
California
$1.51B -$76.3M -5% 149
KC
349
Kepler Cheuvreux
$1.5B -$267M -15% 192
NPF
350
Norris Perne & French
Michigan
$1.5B -$19.8M -1% 174