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
RW
401
RVW Wealth
California
$1.28B -$25.6M -2% 193
RWB
402
RMR Wealth Builders
New Jersey
$1.27B +$20M +2% 295
PEGL
403
P/E Global LLC
Massachusetts
$1.27B -$119M -9% 7
HIA
404
Harbor Investment Advisory
Maryland
$1.27B -$61.6M -5% 1,368
PIS
405
PPSC Investment Service
Japan
$1.27B -$71.9M -5% 8
CA
406
CGN Advisors
Kansas
$1.27B +$3.85M +0.3% 326
GAM
407
Gemmer Asset Management
California
$1.27B -$33.4M -3% 183
NCM
408
Novare Capital Management
North Carolina
$1.26B -$72.7M -5% 207
TWP
409
Triad Wealth Partners
Kansas
$1.26B +$209M +20% 526
NPT
410
Nixon Peabody Trust
Massachusetts
$1.26B -$62.4M -5% 170
TF
411
Tompkins Financial
New York
$1.26B -$30.3M -2% 683
BSB
412
Bangor Savings Bank
Maine
$1.25B +$7.63M +0.6% 624
RIA
413
Retirement Investment Advisors
Oklahoma
$1.24B +$1.5M +0.1% 67
FFBTD
414
First Financial Bank - Trust Division
Ohio
$1.24B +$24.3M +2% 208
XF
415
XML Financial
Maryland
$1.24B +$13.9M +1% 470
WTA
416
Washington Trust Advisors
Massachusetts
$1.24B -$72M -6% 704
WAM
417
Weatherly Asset Management
California
$1.24B -$62.9M -5% 194
QI
418
QV Investors
Alberta, Canada
$1.24B +$13.5M +1% 67
HCA
419
Harbor Capital Advisors
Illinois
$1.23B -$52.8M -4% 1,529
TIA
420
Traphagen Investment Advisors
New Jersey
$1.23B +$18.9M +2% 215
CNAM
421
Campbell Newman Asset Management
Wisconsin
$1.23B -$134M -10% 114
MFG
422
Magnus Financial Group
New York
$1.23B -$77.3M -6% 441
WAG
423
Winthrop Advisory Group
Massachusetts
$1.22B +$43.4M +4% 208
PCM
424
Polaris Capital Management
Massachusetts
$1.22B +$16.7M +1% 91
PIA
425
Petredis Investment Advisors
Pennsylvania
$1.22B -$53.5M -4% 115