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
ZIC
326
ZWJ Investment Counsel
Georgia
$2.77B +$1.65M +0.1% 256
HAI
327
Hennessy Advisors Inc
California
$2.77B -$52.7M -2% 308
BAM
328
Belpointe Asset Management
Nevada
$2.74B -$28.7M -1% 1,213
MSL
329
Mackay Shields LLC
New York
$2.73B -$130M -5% 139
PA
330
Profund Advisors
Maryland
$2.72B -$567M -17% 1,318
SFS
331
Sowell Financial Services
Arkansas
$2.7B -$18.3M -0.7% 1,198
PCM
332
Peregrine Capital Management
Minnesota
$2.7B -$566M -17% 327
WG
333
Welch Group
Alabama
$2.66B +$67.8M +3% 330
PCA
334
Pallas Capital Advisors
Massachusetts
$2.66B -$371M -12% 991
BCV
335
Banque Cantonale Vaudoise
Switzerland
$2.66B -$144M -5% 939
ACM
336
Advance Capital Management
Michigan
$2.64B +$280M +12% 191
ACI
337
Amazon.com Inc
Washington
$2.63B -$890M -25% 6
FMC
338
First Merchants Corp
Indiana
$2.63B -$71.4M -3% 377
MAMU
339
Marathon Asset Management (UK)
United Kingdom
$2.61B +$8.47M +0.3% 78
CAAS
340
Capital Asset Advisory Services
Michigan
$2.61B +$118M +5% 326
GAG
341
GM Advisory Group
New York
$2.6B +$44.5M +2% 400
BWL
342
Bogart Wealth LLC
Virginia
$2.59B +$101M +4% 1,903
LS
343
Livforsakringsbolaget Skandia
Sweden
$2.58B +$9.34M +0.4% 497
WPW
344
Waldron Private Wealth
Pennsylvania
$2.56B +$34M +1% 354
YDMI
345
Y.D. More Investments
Israel
$2.55B +$465M +22% 524
JHP
346
James Hambro & Partners
United Kingdom
$2.55B -$248M -9% 61
HCM
347
Howland Capital Management
Massachusetts
$2.53B -$98.8M -4% 274
DJSG
348
D.J. St. Germain
Massachusetts
$2.53B -$48.2M -2% 983
SAM
349
Securian Asset Management
Minnesota
$2.53B -$111M -4% 942
ORIO
350
Old Republic International (ORI)
Illinois
$2.52B +$40.6M +2% 54