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
SP
426
Stairway Partners
Illinois
$1.93B -$1.17M -0.1% 18
AIP
427
ARS Investment Partners
New York
$1.92B +$213M +12% 214
IHL
428
Investment House LLC
California
$1.92B -$182M -9% 237
GIC
429
Generali Investments CEE
Czech Republic
$1.91B +$488M +34% 462
IAN
430
Integrated Advisors Network
Texas
$1.91B -$353M -16% 795
RCA
431
Resonant Capital Advisors
Wisconsin
$1.9B +$84.1M +5% 524
CWP
432
Cyndeo Wealth Partners
Florida
$1.9B +$45.9M +2% 521
SIC
433
Sigma Investment Counselors
Michigan
$1.89B -$75.3M -4% 205
TA
434
Tectonic Advisors
Texas
$1.89B -$4.88M -0.3% 330
OPCM
435
Osborne Partners Capital Management
California
$1.89B -$50.4M -3% 207
HCMT
436
Highland Capital Management (Tennessee)
Tennessee
$1.89B -$119M -6% 464
OC
437
Oakworth Capital
Alabama
$1.89B +$57M +3% 894
TWA
438
TCI Wealth Advisors
Arizona
$1.88B +$69.2M +4% 269
EPW
439
Evolve Private Wealth
California
$1.87B +$184M +11% 1,068
EAM
440
Evanson Asset Management
California
$1.86B +$9.62M +0.5% 335
CP
441
CenterBook Partners
Connecticut
$1.86B -$185M -9% 810
GRA
442
Goehring & Rozencwajg Associates
New York
$1.86B +$852M +84% 47
JSAM
443
J. Safra Asset Management
New York
$1.86B -$50.6M -3% 684
AI
444
Accredited Investors
Minnesota
$1.86B -$27.4M -1% 312
OFS
445
OneAscent Financial Services
Alabama
$1.85B +$761M +70% 613
CTI
446
Community Trust & Investment
Kentucky
$1.84B -$50.1M -3% 151
CAM
447
Cidel Asset Management
Ontario, Canada
$1.83B +$419M +30% 441
WIC
448
Willis Investment Counsel
Georgia
$1.83B -$104M -5% 135
MCC
449
Money Concepts Capital
Florida
$1.81B +$24.9M +1% 608
ST
450
Spinnaker Trust
Maine
$1.81B -$61.1M -3% 300