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
MSR
476
Main Street Research
Connecticut
$1.72B -$29.6M -2% 159
WJA
477
Willis Johnson & Associates
Texas
$1.71B +$93.4M +6% 204
LWMT
478
Legacy Wealth Management (Tennessee)
Tennessee
$1.71B -$20.7M -1% 31
VCA
479
Verdence Capital Advisors
Maryland
$1.71B +$25.1M +1% 749
BHWM
480
Bar Harbor Wealth Management
New Hampshire
$1.71B -$21.1M -1% 271
SWM
481
Segment Wealth Management
Texas
$1.7B -$19.9M -1% 346
AAM
482
Alpine Associates Management
Florida
$1.7B +$211M +14% 107
WAS
483
Wesleyan Assurance Society
United Kingdom
$1.69B -$38.9M -2% 110
LI
484
LMCG Investments
Massachusetts
$1.68B -$68.9M -4% 231
GC
485
Garde Capital
Washington
$1.67B +$43.8M +3% 206
GWM
486
GDS Wealth Management
Texas
$1.66B +$65.2M +4% 214
FFA
487
Fragasso Financial Advisors
Pennsylvania
$1.66B +$5.99M +0.4% 332
FA
488
Fiduciary Alliance
South Carolina
$1.66B +$127M +8% 576
PP
489
Patten & Patten
Tennessee
$1.66B -$47M -3% 347
B
490
Bpifrance
France
$1.65B -$712M -30% 2
LSA
491
Leonteq Securities AG
Switzerland
$1.65B -$223M -12% 1,404
NSIM
492
North Star Investment Management
Illinois
$1.65B +$56.8M +4% 1,814
CAM
493
Cacti Asset Management
Georgia
$1.65B -$6.25M -0.4% 79
CFD
494
Creative Financial Designs
Indiana
$1.65B +$58.2M +4% 2,241
GA
495
Greenspring Advisors
Maryland
$1.64B +$11M +0.7% 330
ECM
496
Everence Capital Management
Indiana
$1.64B -$48.7M -3% 915
AHC
497
Adell Harriman & Carpenter
Texas
$1.64B -$35.8M -2% 172
CPCM
498
Cardinal Point Capital Management
Ontario, Canada
$1.63B +$101M +7% 307
FSA
499
Franklin Street Advisors
North Carolina
$1.63B -$123M -7% 183
SWA
500
Stratos Wealth Advisors
Ohio
$1.63B -$442M -21% 694