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, 2,849 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
CIA
476
Compass Ion Advisors
Pennsylvania
$1.05B -$595K -0.1% 288
AAIM
477
Asset Advisors Investment Management
Georgia
$1.05B -$34.9M -3% 111
ANBT
478
American National Bank & Trust
Texas
$1.05B -$11.2M -1% 722
RC
479
Randolph Company
Ohio
$1.05B +$4.01M +0.4% 45
OWA
480
Octavia Wealth Advisors
Ohio
$1.05B -$1.24M -0.1% 255
TCM
481
Telos Capital Management
California
$1.04B -$28.7M -3% 201
CA
482
Continuum Advisory
Idaho
$1.04B +$43.6M +4% 483
NG
483
Norden Group
Utah
$1.04B +$19.5M +2% 683
LTAS
484
Linden Thomas Advisory Services
North Carolina
$1.04B +$51.2M +5% 556
TWM
485
Tanager Wealth Management
United Kingdom
$1.03B +$31.7M +3% 153
OTL
486
Oak Thistle LLC
New York
$1.03B +$310M +43% 661
LA
487
LVW Advisors
New York
$1.03B +$38.7M +4% 459
PDM
488
Penn Davis McFarland
Texas
$1.02B -$21.5M -2% 78
VCM
489
Versant Capital Management
Arizona
$1.01B +$217M +27% 2,859
LPAM
490
Lodestar Private Asset Management
California
$1.01B +$17.3M +2% 236
JC
491
Jacobs & Co
California
$1.01B -$46.6M -4% 126
KW
492
KWB Wealth
California
$1.01B -$44.9M -4% 175
CT
493
Coastline Trust
Rhode Island
$1.01B -$55.4M -5% 428
PNAA
494
Pictet North America Advisors
Switzerland
$1.01B -$46.5M -4% 158
TC
495
Tetrad Corporation
Nebraska
$1B -$39.8M -4% 3
WCM
496
Wealthcare Capital Management
Virginia
$1,000M -$7.28M -0.7% 98
PAM
497
Palisade Asset Management
Minnesota
$996M -$29.9M -3% 200
CFG
498
Cooper Financial Group
California
$989M +$49.7M +5% 453
PCI
499
Planning Center Inc
Illinois
$987M +$7.8M +0.8% 80
MVM
500
Medicxi Ventures Management
Jersey
$982M +$147M +18% 5