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
SFG
501
Sather Financial Group
Texas
$1.63B -$234M -13% 120
GIP
502
Granite Investment Partners
California
$1.63B -$60.9M -4% 284
WIC
503
Woodmont Investment Counsel
Tennessee
$1.62B +$26.9M +2% 274
CCM
504
Check Capital Management
California
$1.62B -$50.7M -3% 49
TLFA
505
True Link Financial Advisors
California
$1.62B -$27M -2% 425
LPT
506
Legacy Private Trust
Wisconsin
$1.62B -$79M -5% 269
PPW
507
Parcion Private Wealth
Washington
$1.61B -$30.1M -2% 487
KCM
508
Kathmere Capital Management
Pennsylvania
$1.61B +$130M +9% 659
Koshinski Asset Management
509
Koshinski Asset Management
Illinois
$1.6B +$51.1M +3% 766
MJRIC
510
Mogy Joel R Investment Counsel
California
$1.6B -$246M -13% 116
FAB
511
First American Bank
Illinois
$1.59B -$56.7M -3% 192
LDB
512
Lee, Danner & Bass
Tennessee
$1.59B +$197M +14% 253
SGAM
513
Stephens Group Asset Management
Arkansas
$1.57B +$71.4M +5% 26
AAM
514
AMI Asset Management
California
$1.57B -$198M -11% 103
PIMG
515
Patriot Investment Management Group
Tennessee
$1.57B -$11.7M -0.7% 245
BFIM
516
Beese Fulmer Investment Management
Ohio
$1.56B +$24M +2% 482
1WM
517
1900 Wealth Management
Texas
$1.56B -$1.64M -0.1% 265
CWG
518
Cornerstone Wealth Group
North Carolina
$1.55B +$87.6M +6% 466
AFG
519
Albion Financial Group
Utah
$1.55B -$56.9M -4% 785
NPA
520
Nichols & Pratt Advisers
Massachusetts
$1.55B -$50.1M -3% 109
BRWA
521
B. Riley Wealth Advisors
Florida
$1.55B -$568M -27% 1,018
PMFA
522
Plante Moran Financial Advisors
Michigan
$1.55B -$33.3M -2% 882
FTS
523
Fifth Third Securities
Ohio
$1.55B +$16.3M +1% 352
CST
524
Charles Schwab Trust
Nevada
$1.54B +$20.7M +1% 187
SIA
525
Soltis Investment Advisors
Utah
$1.54B +$20.8M +1% 587