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
SB
351
Simmons Bank
Arkansas
$1.49B -$2.56M -0.2% 351
QPBE
352
Quintet Private Bank (Europe)
Luxembourg
$1.49B -$230M -13% 211
AAG
353
Armstrong Advisory Group
Massachusetts
$1.49B +$11.4M +0.8% 1,003
TE
354
Tema ETFs
New York
$1.49B +$201M +16% 590
UPS
355
UHLMANN PRICE SECURITIES
Illinois
$1.49B +$1.32B +783% 261
AIA
356
Angeles Investment Advisors
California
$1.49B -$11.1M -0.7% 33
BCM
357
BTC Capital Management
Iowa
$1.48B +$44.2M +3% 214
FWP
358
Falcon Wealth Planning
California
$1.47B +$281M +24% 247
PWMAG
359
Pinnacle Wealth Management Advisory Group
New Jersey
$1.46B +$10.6M +0.7% 601
TSAM
360
Trinity Street Asset Management
United Kingdom
$1.46B -$133M -8% 23
SAW
361
Signal Advisors Wealth
Michigan
$1.46B +$199M +16% 608
DP
362
DDD Partners
Washington
$1.44B -$130M -8% 154
AP
363
Appleton Partners
Massachusetts
$1.43B -$84.4M -6% 272
APCM
364
Alaska Permanent Capital Management
Alaska
$1.43B +$107M +8% 44
KCM
365
Kanawha Capital Management
Virginia
$1.42B -$32.5M -2% 229
QC
366
Quent Capital
New York
$1.41B +$23.8M +2% 1,643
TAM
367
Trust Asset Management
Texas
$1.4B -$69.8M -5% 236
YIA
368
YHB Investment Advisors
Connecticut
$1.39B -$52.5M -4% 312
RAM
369
Robinhood Asset Management
California
$1.38B +$124M +10% 105
PFM
370
Phillips Financial Management
Indiana
$1.38B -$173M -11% 316
ACM
371
AEW Capital Management
Massachusetts
$1.38B -$3.72M -0.3% 42
BWP
372
Baldwin Wealth Partners
Massachusetts
$1.38B -$187M -12% 259
NRS
373
Neville Rodie & Shaw
New York
$1.38B -$39.8M -3% 253
AIM
374
Avity Investment Management
Connecticut
$1.37B -$50.8M -4% 117
HR
375
Hardy Reed
Mississippi
$1.37B -$31.5M -2% 258