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
FBB
526
Fulton Breakefield Broenniman
Maryland
$1.53B -$51.4M -3% 215
HR
527
Howe & Rusling
New York
$1.53B +$20.7M +1% 520
FMLI
528
Fukoku Mutual Life Insurance
Japan
$1.53B +$3.78M +0.2% 257
NB
529
NBT Bank
New York
$1.53B -$22.4M -1% 1,091
FRA
530
Frank Rimerman Advisors
California
$1.53B -$52.7M -3% 649
MCIL
531
MFF Capital Investments Ltd
$1.52B -$113M -7% 20
SW
532
SVB Wealth
Massachusetts
$1.52B -$178M -10% 412
PP
533
PDS Planning
Ohio
$1.52B +$19.1M +1% 596
GAI
534
General American Investors
New York
$1.51B -$93.5M -6% 70
ORI
535
Oak Ridge Investments
Illinois
$1.51B -$138M -8% 198
HCMG
536
Howard Capital Management Group
California
$1.51B -$76.3M -5% 149
KC
537
Kepler Cheuvreux
$1.5B -$267M -15% 192
NPF
538
Norris Perne & French
Michigan
$1.5B -$19.8M -1% 174
SB
539
Simmons Bank
Arkansas
$1.49B -$2.56M -0.2% 351
QPBE
540
Quintet Private Bank (Europe)
Luxembourg
$1.49B -$230M -13% 211
AAG
541
Armstrong Advisory Group
Massachusetts
$1.49B +$11.4M +0.8% 1,003
TE
542
Tema ETFs
New York
$1.49B +$201M +16% 590
UPS
543
UHLMANN PRICE SECURITIES
Illinois
$1.49B +$1.32B +783% 261
PIM
544
Plato Investment Management
Australia
$1.49B -$41.2M -3% 554
LFS
545
Lutz Financial Services
Nebraska
$1.49B +$17.6M +1% 102
AIA
546
Angeles Investment Advisors
California
$1.49B -$11.1M -0.7% 33
BCM
547
BTC Capital Management
Iowa
$1.48B +$44.2M +3% 214
CWM
548
Cahaba Wealth Management
Georgia
$1.47B +$36.6M +3% 165
FWP
549
Falcon Wealth Planning
California
$1.47B +$281M +24% 247
PWMAG
550
Pinnacle Wealth Management Advisory Group
New Jersey
$1.46B +$10.6M +0.7% 601