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
PAI
351
Pittenger & Anderson Inc
Nebraska
$2.51B -$85.9M -3% 574
RT
352
Rockland Trust
Massachusetts
$2.5B -$41.5M -2% 321
SIM
353
Stratos Investment Management
Ohio
$2.49B -$1.56M -0.1% 390
BL
354
Balentine LLC
Georgia
$2.48B -$154M -6% 233
FFA
355
First Foundation Advisors
California
$2.48B -$173M -7% 354
JC
356
JB Capital
Connecticut
$2.48B +$26.2M +1% 279
BW
357
BIP Wealth
Georgia
$2.46B -$375M -13% 508
SOAM
358
SBI Okasan Asset Management
Japan
$2.44B +$625M +34% 348
GIA
359
GHP Investment Advisors
Colorado
$2.43B -$1.02M -0% 1,462
BBA
360
BLB&B Advisors
Pennsylvania
$2.42B +$28.6M +1% 283
NIM
361
Northeast Investment Management
Massachusetts
$2.42B -$142M -6% 194
SCM
362
Steele Capital Management
Iowa
$2.41B +$84.2M +4% 88
BIAS
363
Beacon Investment Advisory Services
New Jersey
$2.41B -$43.7M -2% 788
RAM
364
RWC Asset Management
United Kingdom
$2.4B +$364M +18% 188
CTA
365
Chesley Taft & Associates
Illinois
$2.39B -$142M -6% 394
FHC
366
First Horizon Corporation
Tennessee
$2.39B +$154M +7% 1,558
CWM
367
Connecticut Wealth Management
Connecticut
$2.39B +$86.3M +4% 344
BJL
368
Brighton Jones LLC
Washington
$2.37B -$338M -12% 55
SCA
369
STALEY CAPITAL ADVISERS
Pennsylvania
$2.36B -$63.1M -3% 203
CPC
370
Cookson Peirce & Co
Pennsylvania
$2.36B -$52M -2% 366
BB
371
Bell Bank
North Dakota
$2.36B +$18.5M +0.8% 203
G
372
GenTrust
Florida
$2.34B +$27.2M +1% 324
NO
373
Ninety One
South Africa
$2.33B +$11.8M +0.5% 116
ST
374
Sageworth Trust
Pennsylvania
$2.33B -$8.39M -0.4% 191
LFM
375
LGT Fund Management
Liechtenstein
$2.3B +$1.04B +82% 276