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
RA
376
RPOA Advisors
Texas
$2.29B -$1.66B -42% 6
NFA
377
Nationwide Fund Advisors
Ohio
$2.28B -$50.2M -2% 10
FHA
378
Flagship Harbor Advisors
Massachusetts
$2.27B +$155M +7% 2,316
MIHAS
379
Maj Invest Holding A/S
Denmark
$2.27B +$122M +6% 39
AIM
380
Acropolis Investment Management
Missouri
$2.26B +$39.8M +2% 390
BGDI
381
BW Gestao de Investimentos
Brazil
$2.25B -$589M -21% 320
PCG
382
Prosperity Consulting Group
Maryland
$2.25B +$23M +1% 539
TC
383
Trilogy Capital
California
$2.25B +$8.44M +0.4% 402
BHIA
384
Birch Hill Investment Advisors
Massachusetts
$2.23B -$165M -7% 204
NONA
385
Ninety One North America
New York
$2.23B -$239M -10% 110
VWM
386
Venturi Wealth Management
Texas
$2.22B -$32.6M -1% 673
NLGIA
387
Nippon Life Global Investors Americas
New York
$2.22B -$196M -8% 120
BOI
388
Bank of Italy
Italy
$2.21B -$89.4M -4% 8
PCM
389
Parsons Capital Management
Rhode Island
$2.19B +$368M +20% 499
CAG
390
Csenge Advisory Group
Florida
$2.18B -$26M -1% 821
OWP
391
Obermeyer Wealth Partners
Colorado
$2.17B -$16.7M -0.8% 310
MMLI
392
Massachusetts Mutual Life Insurance
Massachusetts
$2.17B -$257M -11% 2
ET
393
Equitable Trust
Tennessee
$2.17B -$73.2M -3% 494
RFP
394
Root Financial Partners
California
$2.16B +$227M +12% 3,561
MA
395
Montag & Associates
Georgia
$2.15B -$39M -2% 988
PI
396
PFG Investments
New York
$2.15B +$23.9M +1% 1,279
SC
397
SouthState Corp
Florida
$2.14B -$92.4M -4% 1,405
GI
398
GAMMA Investing
California
$2.14B +$151M +8% 4,288
BCP
399
BSN Capital Partners
United Kingdom
$2.12B $0 0% 24
MASUI
400
MIRAE ASSET SECURITIES (USA) INC.
New York
$2.12B -$410M -16% 154