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
MCI
551
McDonald Capital Investors
California
$1.46B -$169M -10% 21
TSAM
552
Trinity Street Asset Management
United Kingdom
$1.46B -$133M -8% 23
SAW
553
Signal Advisors Wealth
Michigan
$1.46B +$199M +16% 608
CCA
554
Checchi Capital Advisers
California
$1.46B -$14M -1% 612
BFA
555
Beaumont Financial Advisors
Massachusetts
$1.46B -$62.9M -4% 395
CIAS
556
CFS Investment Advisory Services
New Jersey
$1.45B +$82.7M +6% 366
VIP
557
Vantage Investment Partners
Missouri
$1.45B -$49.2M -3% 66
CIM
558
Corda Investment Management
Texas
$1.45B +$71.4M +5% 84
CHAM
559
Clear Harbor Asset Management
Connecticut
$1.44B -$19.7M -1% 480
DP
560
DDD Partners
Washington
$1.44B -$130M -8% 154
AP
561
Appleton Partners
Massachusetts
$1.43B -$84.4M -6% 272
TS
562
Triglav Skladi
Slovenia
$1.43B -$155M -10% 197
APCM
563
Alaska Permanent Capital Management
Alaska
$1.43B +$107M +8% 44
KCM
564
Kanawha Capital Management
Virginia
$1.42B -$32.5M -2% 229
QC
565
Quent Capital
New York
$1.41B +$23.8M +2% 1,643
EA
566
Efficient Advisors
Ohio
$1.41B -$305M -18% 58
RWM
567
Rockwood Wealth Management
Pennsylvania
$1.4B +$55.5M +4% 126
TAM
568
Trust Asset Management
Texas
$1.4B -$69.8M -5% 236
YIA
569
YHB Investment Advisors
Connecticut
$1.39B -$52.5M -4% 312
RAM
570
Robinhood Asset Management
California
$1.38B +$124M +10% 105
PFM
571
Phillips Financial Management
Indiana
$1.38B -$173M -11% 316
ACM
572
AEW Capital Management
Massachusetts
$1.38B -$3.72M -0.3% 42
LWL
573
Leo Wealth LLC
Texas
$1.38B -$1.63M -0.1% 484
BWP
574
Baldwin Wealth Partners
Massachusetts
$1.38B -$187M -12% 259
NRS
575
Neville Rodie & Shaw
New York
$1.38B -$39.8M -3% 253